Civic Intelligence

Upson Rockhaven Inc.

990 • Fiscal year 2014 • EIN 45-2250652

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 13, 2015

Organization Profilerockhavenhome.org
349 Hubbard StGlastonbury, CT 06033

(860) 659-1412

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

42nd percentile

0.07x

Higher debt load relative to revenue than 42% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

21st percentile

-9.8%

Higher net margin than 21% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

38th percentile

$24,200

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 12.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

32nd percentile

-2.1%

Faster asset growth than 32% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

68th percentile

13%

Faster revenue growth than 68% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,196,132

Down $25,671 (-2.1%) from 2013

Net Assets

Down

$1,181,270

Down $28,873 (-2.4%) from 2013

Liabilities

Up

$14,862

Up $3,202 (+27%) from 2013

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin21st percentile

Revenue

Up

$202,238

Up $23,949 (+13%) from 2013

Expenses

Up

$221,965

Up $28,069 (+14%) from 2013

Net Income

Down

-$19,727

Down $4,120 (-26%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2014

Assets$1,196,132
Liabilities$14,862
Net Assets$1,181,270
Open 2014 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$202,238
Expenses$221,965
Net Income-$19,727
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 13, 2015
Return Version
2014v5.0
Gross Receipts
$317,649
Mission and Program Overview

Mission

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

Sr citizen apartment rentals management and administration of senior citizen retirement apartment community comprising 18 residential units

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$664,869$645,524▼ $19,345
Savings and Temporary Cash Investments$267,745$254,926▼ $12,819
Investments Program Related$205,501$201,585▼ $3,916
Cash and Non-Interest-Bearing Accounts$59,652$71,841▲ $12,189
Total Assets$1,221,803$1,196,132▼ $25,671
Other Assets Total$24,036$22,256▼ $1,780
Liabilities
Escrow Account Liability$11,158$14,294▲ $3,136
Other Liabilities$502$568▲ $66
Total Liabilities$11,660$14,862▲ $3,202
Net Assets / Fund Balance
Unrestricted Net Assets$1,004,642$979,685▼ $24,957
Permanently Rstr Net Assets$205,501$201,585▼ $3,916
Total Net Assets Fund Balance$1,210,143$1,181,270▼ $28,873
Total Liabilities and Net Assets / Fund Balance$1,221,803$1,196,132▼ $25,671

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$201,585--
Buildings$509,195$1,148,976-
Other Land Buildings$44,642$100,732-
Land$91,687--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$205,501-▼ $3,643-$201,585
2013$202,078$1,996▼ $468$-2,113$205,501
2012-$204,191-$2,113$202,078
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
B EntressResid Prop MgrFT$23,200$1,000$24,200

Board Members and Trustees

NameTitle
R MozzerPresident
I BuhrmannDirector
K BarthelmessDirector
M BrusbergSecretary
E GladstoneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,485
Program Service Revenue
$177,055
Investment Income
$17,698
Other Revenue
$0
All Other Contributions
$7,485
Change in Net Assets
$-19,727
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$195,666
Salaries, Compensation, and Employee Benefits$26,299
Total Fundraising Expense$601
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$131,815$12,716-$144,531
Depreciation Depletion$29,841$2,196-$32,037
Current Officers, Directors, Trustees, and Key Employees$20,880$2,320-$23,200
Insurance$7,953$884-$8,837
Fees for Services Accounting-$2,800-$2,800
Payroll Taxes$1,889$210-$2,099
Advertising$1,743--$1,743
Conferences and Meetings-$1,320-$1,320
Travel$896$150-$1,046
Other Salaries and Wages-$1,000-$1,000
Other Expenses---$683
Fees for Services Legal-$542-$542
Office Expenses$362$40-$402
Fees for Services Management$273--$273
Interest$148--$148
Total Functional Expenses$196,387$24,977$601$221,965
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal and State Payroll Taxes$568
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

990 Part VI Line 11

“Board directors review return at regular meeting or by mail”

990 Part VI Line 12

“Senior members meet monthly and discuss relevant issues”

990 Part VI Line 15

“Residential property manager salary approved by directors”

Filing and Contact Details

Filer

Filer Name
Upson Rockhaven Inc
EIN
45-2250652
Phone
8606591412
Address
349 HUBBARD ST, GLASTONBURY, CT 06033

Signing Officer

Name
Edward D Gladstone
Title
Treasurer
Signed
2015-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward D Gladstone
Formed
1977
Legal Domicile
Ct
Voting Board Members
5
Independent Board Members
2
Employees
1
Volunteers
5

Preparer

Firm
Arthur L Taylor CPA
Address
PO BOX 310847, NEWINGTON, CT 06131-0847
Preparer
Arthur L Taylor CPA
Phone
8605618719
Supplemental Narrative

Additional Explanations

990 Part V Line 4

“Raymond james us broker reports foreign dividends on 1099b”

Raw XML AppendixShowing 400 of 442 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityCd0531110
IRS990/ActivityOrMissionDesc0SR CITIZEN APARTMENT RENTALS MANAGEMENT AND ADMINISTRATION OF SENIOR CITIZEN RETIREMENT APARTMENT COMMUNITY COMPRISING 18 RESIDENTIAL UNITS
IRS990/AdvertisingGrp/ProgramServicesAmt01743
IRS990/AdvertisingGrp/TotalAmt01743
IRS990/AllOtherContributionsAmt07485
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt012716
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0131815
IRS990/AllOtherExpensesGrp/TotalAmt0144531
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0E GLADSTONE
IRS990/BooksInCareOfDetail/PhoneNum08602323665
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0275 STEELE ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST HARTFORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006117
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt059652
IRS990/CashNonInterestBearingGrp/EOYAmt071841
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt02320
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt020880
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt023200
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01320
IRS990/ConferencesMeetingsGrp/TotalAmt01320
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt07485
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt017698
IRS990/CYOtherExpensesAmt0195666
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0177055
IRS990/CYRevenuesLessExpensesAmt0-19727
IRS990/CYSalariesCompEmpBnftPaidAmt026299
IRS990/CYTotalExpensesAmt0221965
IRS990/CYTotalFundraisingExpenseAmt0601
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0202238
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02196
IRS990/DepreciationDepletionGrp/ProgramServicesAmt029841
IRS990/DepreciationDepletionGrp/TotalAmt032037
IRS990/Desc0DAY TO DAY MANAGEMENT OF SENIOR CITIZEN RETIREMENT COMMUNITY AND FUNDS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt011158
IRS990/EscrowAccountLiabilityGrp/EOYAmt014294
IRS990/ExpenseAmt0196114
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02800
IRS990/FeesForServicesAccountingGrp/TotalAmt02800
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0542
IRS990/FeesForServicesLegalGrp/TotalAmt0542
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0273
IRS990/FeesForServicesManagementGrp/TotalAmt0273
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt41000
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0M BRUSBERG
IRS990/Form990PartVIISectionAGrp/PersonNm1E GLADSTONE
IRS990/Form990PartVIISectionAGrp/PersonNm2R MOZZER
IRS990/Form990PartVIISectionAGrp/PersonNm3I BUHRMANN
IRS990/Form990PartVIISectionAGrp/PersonNm4B ENTRESS
IRS990/Form990PartVIISectionAGrp/PersonNm5K BARTHELMESS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt423200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4RESID PROP MGR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-492
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0114919
IRS990/GrossReceiptsAmt0317649
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0884
IRS990/InsuranceGrp/ProgramServicesAmt07953
IRS990/InsuranceGrp/TotalAmt08837
IRS990/InterestGrp/ProgramServicesAmt0148
IRS990/InterestGrp/TotalAmt0148
IRS990/InvestmentIncomeGrp/ExclusionAmt018190
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018190
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0205501
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0201585
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01249708
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0664869
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0645524
IRS990/LandBldgEquipCostOrOtherBssAmt01895232
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0115411
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0MANAGEMENT AND ADMINISTRATION OF SENIOR CITIZEN RETIREMENT APARTMENT COMMUNITY COMPRISING 18 RESIDENTIAL UNITS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01210143
IRS990/NetAssetsOrFundBalancesEOYAmt01181270
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-492
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-492
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt0-30257
IRS990/NetUnrlzdGainsLossesInvstAmt0-9146
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt040
IRS990/OfficeExpensesGrp/ProgramServicesAmt0362
IRS990/OfficeExpensesGrp/TotalAmt0402
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt024036
IRS990/OtherAssetsTotalGrp/EOYAmt022256
IRS990/OtherExpensesGrp/TotalAmt0116
IRS990/OtherExpensesGrp/TotalAmt1587
IRS990/OtherExpensesGrp/TotalAmt2601
IRS990/OtherExpensesGrp/TotalAmt3683
IRS990/OtherLiabilitiesGrp/BOYAmt0502
IRS990/OtherLiabilitiesGrp/EOYAmt0568
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01000
IRS990/OtherSalariesAndWagesGrp/TotalAmt01000
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0210
IRS990/PayrollTaxesGrp/ProgramServicesAmt01889
IRS990/PayrollTaxesGrp/TotalAmt02099
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0205501
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0201585
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0EDWARD D GLADSTONE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0SR CITIZEN RENTAL
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0177055
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0177055
IRS990/ProgSrvcAccomActy2Grp/ActivityCd0531110
IRS990/ProgSrvcAccomActy2Grp/Desc0RESTRICTED ESTATE BEQUEST REVENUES RECEIVED FOR THE FUTURE BENEFIT OF
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0273
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt05554
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0-2113
IRS990/PYInvestmentIncomeAmt016850
IRS990/PYOtherExpensesAmt0172736
IRS990/PYProgramServiceRevenueAmt0155885
IRS990/PYRevenuesLessExpensesAmt0-15607
IRS990/PYSalariesCompEmpBnftPaidAmt023273
IRS990/PYTotalExpensesAmt0193896
IRS990/PYTotalRevenueAmt0178289
IRS990/ReconcilationRevenueExpnssAmt0-19727
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RevenueAmt0184540
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0267745
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0254926
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt01300
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt01770
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0335
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt01100
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt04505
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07485
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05554
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02370
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011405
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt028464
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt017698
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt016850
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010223
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt031526
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt026646
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0102943
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0177055
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0155885
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt086803
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0169243
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0157798
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0746784
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt017698
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt016850
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010223
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt031526
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt026646
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0102943
IRS990ScheduleA/InvestmentIncomeCYPct00.11710
IRS990ScheduleA/InvestmentIncomePYPct00.12020
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0300
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0620
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0920
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87670
IRS990ScheduleA/PublicSupportPY509Pct00.87590
IRS990ScheduleA/PublicSupportTotal509Amt0770743
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt01300
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt01770
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0335
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt01100
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt04505
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0184540
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0161439
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt088453
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0171613
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0169203
IRS990ScheduleA/Total509Grp/TotalAmt0775248
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0202238
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0178289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt098676
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0203439
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0196469
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0879111
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0509195
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01148976
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt01658171
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0273
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0205501
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0201585
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-3643
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0218
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0202078
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01996
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0205501
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-468
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0-2113
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0204191
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0202078
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt02113
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt01
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt0201585
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0201585
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0RAYMOND JAMES FINANCIAL SERVICES
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/LandGrp/BookValueAmt091687
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt091687
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt044642
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0100732
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0145374
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0568
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FEDERAL AND STATE PAYROLL TAXES
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV LINE 2 MANAGE CT RESIDEN TENANT SECUR DEPOSITS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART V LINE 4 RESTRICTED FUNDS TENANT RENT SUBSIDIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0645524
IRS990ScheduleD/TotalBookValueProgramRltdAmt0201585
IRS990ScheduleD/TotalLiabilityAmt0568
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RAYMOND JAMES US BROKER REPORTS FOREIGN DIVIDENDS ON 1099B
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD DIRECTORS REVIEW RETURN AT REGULAR MEETING OR BY MAIL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SENIOR MEMBERS MEET MONTHLY AND DISCUSS RELEVANT ISSUES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RESIDENTIAL PROPERTY MANAGER SALARY APPROVED BY DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990 PART V LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990 PART VI LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2990 PART VI LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3990 PART VI LINE 15
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01221803
IRS990/TotalAssetsEOYAmt01196132
IRS990/TotalAssetsGrp/BOYAmt01221803
IRS990/TotalAssetsGrp/EOYAmt01196132
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt07485
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0601
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024977
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0196387
IRS990/TotalFunctionalExpensesGrp/TotalAmt0221965
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011660
IRS990/TotalLiabilitiesEOYAmt014862
IRS990/TotalLiabilitiesGrp/BOYAmt011660
IRS990/TotalLiabilitiesGrp/EOYAmt014862
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01210143
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01181270
IRS990/TotalOtherCompensationAmt01000
IRS990/TotalProgramServiceExpensesAmt0196387
IRS990/TotalProgramServiceRevenueAmt0177055
IRS990/TotalReportableCompFromOrgAmt023200
IRS990/TotalRevenueGrp/ExclusionAmt0194753
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0202238
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01221803
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01196132
IRS990/TravelGrp/ManagementAndGeneralAmt0150
IRS990/TravelGrp/ProgramServicesAmt0896

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,196,132
Liabilities
$14,862
Net assets
$1,181,270
Revenue
$202,238
Expenses
$221,965
Net income
-$19,727
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