BUEL REAL ESTATE INC (EIN 061265384) - 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

BUEL REAL ESTATE INC, founded in 1989, is a small nonprofit that reported $462K in total revenue in fiscal year 2024. Net assets of $3.3M represent 87 months of operating reserves.

Mission

THE PURPOSE OF THE ORGANIZATION IS TO ACQUIRE, HOLD TITLE TO, MANAGE, AND COLLECT INCOME FROM REAL PROPERTY FOR THE BENEFIT OF MARY BUEL MEMORIAL, INCORPORATED AND CONNECTICUT JUNIOR REPUBLIC ASSOCIATION, INCORPORATED.

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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 $462,329

Investment Income $7

Other Revenue $0

TOTAL REVENUE $462,336

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $462,489

TOTAL EXPENSES $462,489

Year-over-Year Comparison

	2024	2023	Change
Revenue	$462,336	$470,859	0.0%
Expenses	$462,489	$471,003	0.0%
Net Income	$-153	$-144	+0.1%

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
JOHN F BOYD	VICE CHAIR	2.00	Officer Director	$0	$0	$0
CAROL G BRAMLEY	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
JAMES J JOHNSON EDD	BOARD MEMBER	1.00	Director	$0	$0	$0
FREDERICK F JUDD III	BOARD MEMBER	1.00	Director	$0	$0	$0
MARIA LOITZ	BOARD MEMBER	1.00	Director	$0	$0	$0
GREGORY S ONEGLIA	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES E RORABACK	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN TAYLOR	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	$462,336	$462,489	$5,007,210	$-153
2024	$470,859	$471,003	$5,126,725	$-144
2023	$437,052	$438,295	$5,356,266	$-1,243
2022	$418,983	$587,114	$5,046,342	$-168,131
2021	$426,397	$479,855	$5,426,818	$-53,458
2020	$434,783	$540,856	$5,439,040	$-106,073
2019	$430,757	$593,963	$5,630,936	$-163,206
2018	$485,233	$702,908	$5,878,373	$-217,675

BUEL REAL ESTATE INC