Civic Intelligence

Upson Rockhaven Inc

EIN 45-2250652 • 501(c)3 • Glastonbury, CT

Profile

To maintain a beautiful environment of independent living for Christian Scientists 55 and over for those who value the teachings of Christian Science.

349 Hubbard StreetGlastonbury, CT 06033

rockhavenhome.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

38th percentile

0.02x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.08x

Higher debt load relative to revenue than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

27th percentile

-6.4%

Higher net margin than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

39th percentile

0.3%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-14%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$1,151,335

Up $3,281 (+0.3%) from 2023

Liabilities

Down

$24,950

Down $1,913 (-7.1%) from 2023

Net Assets

Up

$1,126,385

Up $5,194 (+0.5%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin27th percentile

Revenue

Down

$301,197

Down $48,552 (-14%) from 2023

Expenses

Up

$320,436

Up $2,662 (+0.8%) from 2023

Net Income

Down

-$19,239

Down $51,214 (-160%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $28,356Liabilities 2011: $28,3562011Assets 2012: $1,256,606Liabilities 2012: $16,584Net Assets 2012: $1,240,0222012Assets 2013: $1,221,803Liabilities 2013: $11,660Net Assets 2013: $1,210,1432013Assets 2014: $1,196,132Liabilities 2014: $14,862Net Assets 2014: $1,181,2702014Assets 2015: $1,156,776Liabilities 2015: $14,704Net Assets 2015: $1,142,0722015Assets 2016: $1,121,696Liabilities 2016: $16,885Net Assets 2016: $1,104,8112016Assets 2017: $1,107,126Liabilities 2017: $15,720Net Assets 2017: $1,091,4062017Assets 2018: $1,099,651Liabilities 2018: $26,989Net Assets 2018: $1,072,6622018Assets 2019: $1,108,174Liabilities 2019: $15,054Net Assets 2019: $1,093,1202019Assets 2020: $1,122,572Liabilities 2020: $16,050Net Assets 2020: $1,106,5222020Assets 2021: $1,109,915Liabilities 2021: $17,184Net Assets 2021: $1,092,7312021Assets 2022: $1,093,767Liabilities 2022: $23,390Net Assets 2022: $1,070,3772022Assets 2023: $1,148,054Liabilities 2023: $26,863Net Assets 2023: $1,121,1912023Assets 2024: $1,151,335Liabilities 2024: $24,950Net Assets 2024: $1,126,3852024

Highlighted filing

2024

Assets$1,151,335
Liabilities$24,950
Net Assets$1,126,385
Open 2024 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Revenue 2012: $302,867Expenses 2012: $106,485Net Income 2012: $196,3822012Revenue 2013: $178,289Expenses 2013: $193,896Net Income 2013: -$15,6072013Revenue 2014: $202,238Expenses 2014: $221,965Net Income 2014: -$19,7272014Revenue 2015: $194,946Expenses 2015: $211,334Net Income 2015: -$16,3882015Revenue 2016: $211,162Expenses 2016: $240,730Net Income 2016: -$29,5682016Revenue 2017: $192,003Expenses 2017: $225,972Net Income 2017: -$33,9692017Revenue 2018: $253,532Expenses 2018: $247,577Net Income 2018: $5,9552018Revenue 2019: $233,135Expenses 2019: $267,304Net Income 2019: -$34,1692019Revenue 2020: $242,058Expenses 2020: $240,022Net Income 2020: $2,0362020Revenue 2021: $223,812Expenses 2021: $281,784Net Income 2021: -$57,9722021Revenue 2022: $323,761Expenses 2022: $303,132Net Income 2022: $20,6292022Revenue 2023: $349,749Expenses 2023: $317,774Net Income 2023: $31,9752023Revenue 2024: $301,197Expenses 2024: $320,436Net Income 2024: -$19,2392024

Highlighted filing

2024

Revenue$301,197
Expenses$320,436
Net Income-$19,239
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,151,335
Liabilities
$24,950
Net assets
$1,126,385
Revenue
$301,197
Expenses
$320,436
Net income
-$19,239
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.02$1.13$0.30$0.32$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.03$1.12$0.35$0.32$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.09$0.02$1.07$0.32$0.30$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.02$1.09$0.22$0.28$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.02$1.11$0.24$0.24$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.11$0.02$1.09$0.23$0.27$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.10$0.03$1.07$0.25$0.25$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.02$1.09$0.19$0.23$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.12$0.02$1.10$0.21$0.24$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.01$1.14$0.19$0.21$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.20$0.01$1.18$0.20$0.22$0.02
2013Summary only. Only limited summary data is available for this year.$1.22$0.01$1.21$0.18$0.19$0.02
2012Summary only. Only limited summary data is available for this year.$1.26$0.02$1.24$0.30$0.11$0.20
2011Summary only. Only limited summary data is available for this year.$0.03$0.03$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Gross Receipts
$384,978
Mission and Program Overview

Mission

Management and administration of senior citizen retirement apartment community comprising 18 residential units

To maintain a beautiful environment of independent living for Christian Scientists 55 and over for those who value the teachings of Christian Science.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$643,479$637,067▼ $6,412
Investments in Publicly Traded Securities$370,934$416,190▲ $45,256
Cash and Non-Interest-Bearing Accounts$114,239$79,123▼ $35,116
Prepaid Expenses and Deferred Charges$13,239$14,551▲ $1,312
Total Assets$1,148,054$1,151,335▲ $3,281
Other Assets Total$6,163$4,404▼ $1,759
Liabilities
Escrow Account Liability$21,582$22,765▲ $1,183
Accounts Payable and Accrued Expenses$4,445--
Other Liabilities$836$2,185▲ $1,349
Total Liabilities$26,863$24,950▼ $1,913
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$856,455$837,581▼ $18,874
Net Assets With Donor Restrictions$264,736$288,804▲ $24,068
Total Net Assets Fund Balance$1,121,191$1,126,385▲ $5,194
Total Liabilities and Net Assets / Fund Balance$1,148,054$1,151,335▲ $3,281

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$539,719--
Other Land Buildings$-1,384,537$1,567,120-
Land$1,381,952--
Equipment$99,933--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$251,253-▲ $25,133$5,992$268,371
2023$236,496-▲ $21,329$4,730$251,254
2022$269,812-▼ $31,390-$236,496
2021$240,102-▲ $31,690-$269,812
2020$234,893-▲ $17,283$10,353$240,102
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
R Kris BarthelmessPresident
Carol GencoDirector
Marian BrusbergDirector
Andrea BlackExecutive Director
Carlton BlackExecutive Director
Nancy RootSecretary
David SchellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,166
Program Service Revenue
$271,378
Investment Income
$15,653
Other Revenue
$0
All Other Contributions
$14,166
Change in Net Assets
$-19,239
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$284,958
Salaries, Compensation, and Employee Benefits$35,478
Total Fundraising Expense$4,145
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$37,151$3,230-$40,381
Other Expenses$35,656$1,103-$36,759
Current Officers, Directors, Trustees, and Key Employees$28,050$3,300$1,650$33,000
Occupancy$24,674$2,742-$27,416
Insurance$12,845$2,850-$15,695
Fees for Services Accounting-$6,975-$6,975
All Other Expenses$2,410$989$2,371$5,770
Office Expenses$5,012$557-$5,569
Fees for Service Investment Mgmnt Fees$2,023$863-$2,886
Advertising$1,293$1,292-$2,585
Payroll Taxes$2,106$248$124$2,478
Travel$453$138-$591
Interest$274--$274
Total Functional Expenses$285,639$30,652$4,145$320,436
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$2,185
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Board members review at meetings or electronically”

Conflict of interest policy compliance Part VI line 12C

“Board members and the Executive Director meet every other month, or as needed, and discuss.”

CEO executive director top management comp Part VI line 15A

“Resident Executive Director salary is approved by Board members”

Governing documents etc available to public Part VI line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Upson Rockhaven Inc
EIN
45-2250652
In Care Of
% R Kris Barthelmess
Phone
8606591412
Address
349 Hubbard Street, Glastonbury, CT 06033

Signing Officer

Name
R Kris Barthelmess
Title
President
Phone
2032097585
Signed
2025-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
R Kris Barthelmess
Formed
1977
Legal Domicile
Ct
Voting Board Members
5
Independent Board Members
5
Employees
2
Volunteers
6

Preparer

Firm
Sean M Donovan CPA
Address
3 Concorde Way Suite 202, Windsor Locks, CT 06096
Preparer
Sean M Donovan
Phone
8606238744
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IRS990/OtherExpensesGrp/ProgramServicesAmt0100536
IRS990/OtherExpensesGrp/ProgramServicesAmt1248
IRS990/OtherExpensesGrp/ProgramServicesAmt232908
IRS990/OtherExpensesGrp/ProgramServicesAmt335656
IRS990/OtherExpensesGrp/TotalAmt0103609
IRS990/OtherExpensesGrp/TotalAmt1248
IRS990/OtherExpensesGrp/TotalAmt236200
IRS990/OtherExpensesGrp/TotalAmt336759
IRS990/OtherLiabilitiesGrp/BOYAmt0836
IRS990/OtherLiabilitiesGrp/EOYAmt02185
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0124
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0248
IRS990/PayrollTaxesGrp/ProgramServicesAmt02106
IRS990/PayrollTaxesGrp/TotalAmt02478
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013239
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014551
IRS990/PrincipalOfficerNm0R Kris Barthelmess
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IRS990/PYContributionsGrantsAmt098675
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IRS990/PYRevenuesLessExpensesAmt031975
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IRS990/PYTotalExpensesAmt0317774
IRS990/PYTotalRevenueAmt0349749
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IRS990/RegularMonitoringEnfrcInd0true
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0271378
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014166
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt098675
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt075262
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032523
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0233446
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt014452
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013029
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt011491
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011367
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012347
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt062686
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0271378
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0240482
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0239855
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0200074
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0200784
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01152573
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014452
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt013029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt011491
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011367
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt012347
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt062686
IRS990ScheduleA/InvestmentIncomeCYPct00.04000
IRS990ScheduleA/InvestmentIncomePYPct00.04000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95670
IRS990ScheduleA/PublicSupportPY509Pct00.95780
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0339157
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0315117
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0212894
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0233307
IRS990ScheduleA/Total509Grp/TotalAmt01386019
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0299996
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0352186
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0326608
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0224261
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0245654
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01448705
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IRS990ScheduleD/AdditionsDuringYearAmt03020
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BeginningBalanceAmt021582
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IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0539719
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt02023
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0268371
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01926
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0269812
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt031690
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01721
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0240102
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt017283
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt010353
IRS990ScheduleD/DistributionsDuringYearAmt01837
IRS990ScheduleD/EndingBalanceAmt022765
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt099933
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt099933
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LandGrp/BookValueAmt01381952
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt01381952
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-1384537
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01567120
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0182583
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02185
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll Liabilities
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.67000
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.33000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0637067
IRS990ScheduleD/TotalLiabilityAmt02185
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board members review at meetings or electronically
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board members and the Executive Director meet every other month, or as needed, and discuss.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Resident Executive Director salary is approved by Board members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01151335
IRS990/TotalAssetsGrp/BOYAmt01148054
IRS990/TotalAssetsGrp/EOYAmt01151335
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt014166
IRS990/TotalEmployeeCnt02
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030652
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0285639
IRS990/TotalFunctionalExpensesGrp/TotalAmt0320436
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026863
IRS990/TotalLiabilitiesEOYAmt024950
IRS990/TotalLiabilitiesGrp/BOYAmt026863
IRS990/TotalLiabilitiesGrp/EOYAmt024950
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01121191

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