MARY BUEL MEMORIAL INC (EIN 061265383) - 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

1989

Legal Domicile

Principal Officer

DANIEL REZENDE

Phone

8605679423

Tax Period

2024-07-01 to 2025-06-30

Mission

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, INCORPORATED. 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).

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	$0	N/A

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

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

$447,631

Total Directors

$259,885

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL REZENDE	PRESIDENT/CEO	2.00	Officer Director	$0	$37,786	$259,885
PATRICIA SHISHKOV	TREASURER	2.00	Officer	$0	$40,093	$187,746
KEVIN TAYLOR	CHAIR	2.00	Officer Director	$0	$0	$0
BETH DUPONT	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DAVID BURGOS	SECRETARY	2.00	Officer Director	$0	$0	$0
MARTHA D BERNSTEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROL G BRAMLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
MATTHEW J KARPAS	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN MCNAMARA	BOARD MEMBER	1.00	Director	$0	$0	$0
GREG S ONEGLIA	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES E RORABACK	BOARD MEMBER	1.00	Director	$0	$0	$0

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	No data	No data	$599	No data
2024	No data	No data	$599	No data
2023	No data	No data	$599	No data
2022	$1	No data	$599	No data
2021	No data	No data	$598	No data
2020	No data	No data	$598	No data
2019	No data	No data	$598	No data
2018	No data	No data	$598	No data

MARY BUEL MEMORIAL INC