Totals
- Total revenue
- $261,647
- Total expenses
- $167,348
- Contributions and grants received
- $114,961
- Grants paid
- $79,108
- Program service revenue
- $0
- Investment income
- $147,134
- Other revenue
- -$448
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $0
- Program services expenses (Part IX)
- $173,018
- Management and general expenses
- $0
- Fundraising expenses
- -$5,670
- Program service expenses (Part III)
- $173,018
Program services were 103.4% 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.
-
1c · Fundraising events
$150
-
1f · All other contributions, gifts and grants
$114,811
-
1g · Noncash contributions included above
$36,341
-
3 · Investment income
total $118,986 · unrelated business $0 · excluded $0
-
7a · Gross sales of assets other than inventory
securities $401,344
-
7b · Less cost or other basis and sales expenses
securities $373,196
-
7c · Gain or loss
securities $28,148
-
7d · Net gain or loss
total $28,148 · related or exempt $28,148 · unrelated business $0 · excluded $0
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$150
-
8b · Fundraising events: direct expenses
$448
-
8c · Net income from fundraising events
total -$448 · unrelated business $0 · excluded -$448
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $79,108 · program services $79,108
-
7 · Other salaries and wages
total $63,555 · program services $60,548 · management and general $0 · fundraising $3,007
-
8 · Pension plan contributions
total $1,710 · program services $1,629 · management and general $0 · fundraising $81
-
9 · Other employee benefits
total $12,956 · program services $12,343 · management and general $0 · fundraising $613
-
10 · Payroll taxes
total $5,027 · program services $4,789 · management and general $0 · fundraising $238
-
11f · Fees: investment management
total $3,806 · program services $3,806 · management and general $0 · fundraising $0
-
13 · Office expenses
total $860 · program services $825 · management and general $0 · fundraising $35
-
14 · Information technology
total $2,036 · program services $1,940 · management and general $0 · fundraising $96
-
16 · Occupancy
total $5,036 · program services $4,798 · management and general $0 · fundraising $238
-
17 · Travel
total $650 · program services $619 · management and general $0 · fundraising $31
-
19 · Conferences, conventions and meetings
total $847 · program services $807 · management and general $0 · fundraising $40
-
23 · Insurance
total $551 · program services $477 · management and general $0 · fundraising $74
-
24a · Other expenses: Bad Debt
total -$10,500 · program services $0 · management and general $0 · fundraising -$10,500
-
24b · Other expenses: Bank Service Charges
total $656 · program services $656 · management and general $0 · fundraising $0
-
24c · Other expenses: Other
total $1,050 · program services $673 · management and general $0 · fundraising $377
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $34,200
-
2 · Savings and temporary cash investments
beginning of year $293,560
-
3 · Pledges and grants receivable
beginning of year $616,011
-
11 · Investments: publicly traded securities
beginning of year $1,753,214
-
17 · Accounts payable and accrued expenses
beginning of year $15,886
-
25 · Other liabilities
beginning of year $313,814
-
27 · Net assets without donor restrictions
beginning of year $1,121,280
-
28 · Net assets with donor restrictions
beginning of year $1,246,005
Mission and programs · 2025
Mission
Fundraising to provide support to BHcare, Inc. which is a 501(c)(3)organization whose mission is to improve community heath and quality of life of individuals by providing mental health ,addiction and domestic violence services.
-
Provides fundraising services to fund programs of BHcare, Inc.
Expenses $173,018 · Grants $79,108
As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Lynne Perry
Chair
- Total calculated
- $0
- Hours/week
- 2
-
Joe Verilli
Treasurer
- Total calculated
- $0
- Hours/week
- 0.5
-
Tony San Angelo
Secretary
- Total calculated
- $0
- Hours/week
- 0.5
-
Roberta J Cook
President/CEO
- Total calculated
- $382,293
- From this org
- $0
- From related orgs
- $322,861
- Other
- $59,432
- Hours/week
- 5
Schedule J breakdown matched by us
- Base
- $0 + $299,223 related
- Bonus
- $0
- Other
- $0 + $23,638 related
- Deferred
- $0 + $36,700 related
- Nontaxable benefits
- $0 + $22,732 related
- Filer's total
- $0 + $382,293 related
-
Lorraine Branecky
Chief Financial Officer
- Total calculated
- $219,668
- From this org
- $0
- From related orgs
- $199,856
- Other
- $19,812
- Hours/week
- 4
Schedule J breakdown matched by us
- Base
- $0 + $199,856 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $19,812 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $219,668 related
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
-
$79,108
Supports BHcare Programs
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.
-
501(c)(3) · Provides Behavioral Health Services · CT
Directly controlled by NA
-
501(c)(3) · Holds Real Estate used by related entities · CT
Directly controlled by NA
Assets distributed on this return
Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.
1 distribution to a recipient named as a person, $2,432,050. Counted where the filer named the recipient as a person, as filed. Who received them, and what, are not published.
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 21 April 2026
- IRS schema version
- 2025v4.1
- Source object
- 202601249349300110
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