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Nonprofiteer
← BIRMINGHAM GROUP REALTY INC

Form 990 for tax year 2024

Filed by BIRMINGHAM GROUP REALTY INC.

Totals

Total revenue
$2,100,283
Total expenses
$1,456,350
Contributions and grants received
$359,096
Grants paid
$0
Program service revenue
$1,036,880
Investment income
$703,909
Other revenue
$398
Total assets, end of year
$15,958,714
Total liabilities, end of year
$1,274,939
Net assets or fund balances, end of year
$14,683,775
Program services expenses (Part IX)
$1,252,360
Management and general expenses
$203,990
Fundraising expenses
$0
Program service expenses (Part III)
$1,252,360

Program services were 86.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $359,096

  • 2a · Program service revenue: Rental Income

    total $300,292 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Rental Income

    total $736,588 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    other assets $1,500,000

  • 7b · Less cost or other basis and sales expenses

    other assets $796,091

  • 7c · Gain or loss

    other assets $703,909

  • 7d · Net gain or loss

    total $703,909 · related or exempt $703,909 · unrelated business $0 · excluded $0

  • 11a · Other revenue: Net Insurance Proceeds

    total $398 · related or exempt $398 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $398

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $203,990 · program services $0 · management and general $203,990 · fundraising $0

  • 11b · Fees: legal

    total $293 · program services $293 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $727 · program services $727 · management and general $0 · fundraising $0

  • 14 · Information technology

    total $629 · program services $629 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $460,671 · program services $460,671 · management and general $0 · fundraising $0

  • 20 · Interest

    total $114,188 · program services $114,188 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $579,990 · program services $579,990 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $94,776 · program services $94,776 · management and general $0 · fundraising $0

  • 24a · Other expenses: Annual Report Filing

    total $50 · program services $50 · management and general $0 · fundraising $0

  • 24b · Other expenses: Other Expenses

    total $1,036 · program services $1,036 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $200,332 · end of year $145,055

  • 4 · Accounts receivable

    beginning of year $325

  • 9 · Prepaid expenses and deferred charges

    beginning of year $161,392 · end of year $10,465

  • 10a · Land, buildings and equipment: cost or other basis

    $20,418,535

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,012,114

  • 10c · Land, buildings and equipment, net

    beginning of year $16,237,731 · end of year $15,406,421

  • 15 · Other assets

    beginning of year $1,140,424 · end of year $396,773

  • 17 · Accounts payable and accrued expenses

    beginning of year $31,502 · end of year $35,995

  • 23 · Secured mortgages and notes payable

    beginning of year $2,668,860 · end of year $1,238,944

  • 24 · Unsecured notes and loans payable

    beginning of year $1,000,000

  • 27 · Net assets without donor restrictions

    beginning of year $13,808,813 · end of year $14,467,436

  • 28 · Net assets with donor restrictions

    beginning of year $231,029 · end of year $216,339

Mission and programs · 2024

Mission

Owns real property that is rented to BHcare, Inc. which is a 501(C)(3) organization whose mission is to improve community health and quality of life of individuals by providing mental health, addiction and domestic violence services.

  • Rental of Real Estate to BHcare, Inc. for use in its administrative and program services.

    Expenses $1,252,360 · Revenue $1,741,187

As filed on the 2024 return.

Listed in Part VII

  • Stephen Guarerra

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Roberta J Cook

    President/CEO

    Total calculated
    $344,566
    From this org
    $0
    From related orgs
    $310,443
    Other
    $34,123
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $287,496 related
    Bonus
    $0
    Other
    $0 + $22,947 related
    Deferred
    $0 + $12,231 related
    Nontaxable benefits
    $0 + $21,892 related
    Filer's total
    $0 + $344,566 related

  • Lorraine Branecky

    Secretary

    Total calculated
    $199,758
    From this org
    $0
    From related orgs
    $192,250
    Other
    $7,508
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $192,250 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,508 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $199,758 related

  • Joe Verrilli

    Teasurer

    Total calculated
    $0
    Hours/week
    0.05

  • Andrew Lubin

    Director

    Total calculated
    $0
    Hours/week
    0.05

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Pt I Line 3
The President/CEO is employed by a related organization,BHcare,Inc. who determines compensation as described in Schedule O Line 15a.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • BHcareInc

    501(C)(3) · Provides Behavioral Health Services. · CT

    Directly controlled by NA

  • BHcare Foundation

    501(C)(3) · Fundraising · CT

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
6 October 2025
IRS schema version
2024v5.2
Source object
202533139349300413

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