Upson Rockhaven Inc
- Assets
- $1.1m
- Revenue
- $223.8k
- Investments
- $0.0
- Employees
- 1
- Location
- Glastonbury, CT
- Founding
- 07/2011
- Data as of
- 12/2021
- EIN
- 45-2250652
Organization Overview
Upson Rockhaven Inc is located in Glastonbury, CT. The organization was established in 2011. According to its NTEE Classification (Z99) the organization is classified as: Unknown, under the broad grouping of Unknown and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Upson Rockhaven Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Upson Rockhaven Inc generated $223.8k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 2.0% each year. All expenses for the organization totaled $281.8k during the year ending 12/2021. While expenses have increased by 4.2% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO MAINTAIN A BEAUTIFUL ENVIRONMENT OF INDEPENDENT LIVING FOR CHRISTIAN SCIENTISTS 55 AND OVER FOR THOSE WHO VALUE THE TEACHINGS OF CHRISTIAN SCIENCE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
DAY-TO-DAY MANAGEMENT OF SENIOR CITIZEN RETIREMENT COMMUNITY
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
R Kris Barthelmess President | OfficerTrustee | 2 | $0 |
Nancy Root Secretary | OfficerTrustee | 1 | $0 |
David Schell Treasurer | OfficerTrustee | 3 | $0 |
Andrea Black Executive Director | Officer | 40 | $0 |
Carol Genco Director | Trustee | 1 | $0 |
Marian Brusberg Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $12,820 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $12,820 |
| Total Program Service Revenue | $200,074 |
| Investment income | $11,365 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$447 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $223,812 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $28,680 |
| Compensation of current officers, directors, key employees. | $2,868 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $2,479 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $5,275 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $2,812 |
| Fees for services: Other | $0 |
| Advertising and promotion | $2,857 |
| Office expenses | $8,690 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $23,552 |
| Travel | $310 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $199 |
| Interest | $205 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $38,108 |
| Insurance | $12,792 |
| All other expenses | $3,969 |
| Total functional expenses | $281,784 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $67,329 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $2,313 |
| Net Land, buildings, and equipment | $638,240 |
| Investments—publicly traded securities | $392,352 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $9,681 |
| Total assets | $1,109,915 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $16,414 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $770 |
| Total liabilities | $17,184 |
| Net assets without donor restrictions | $811,014 |
| Net assets with donor restrictions | $281,717 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,109,915 |
Endowment Analysis
| Beg. Balance | $240,102 |
| Earnings | $31,690 |
| Admin Expense | $1,980 |
| Ending Balance | $269,812 |
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