Civic Intelligence

Upson Rockhaven Inc.

990 • Fiscal year 2016 • EIN 45-2250652

Jan 01, 2016 to Dec 31, 2016 • Filed on May 25, 2017

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

28th percentile

0.02x

Higher debt load relative to assets than 28% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

44th percentile

0.08x

Higher debt load relative to revenue than 44% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

19th percentile

-14%

Higher net margin than 19% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

29th percentile

-3.0%

Faster asset growth than 29% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

63rd percentile

8.3%

Faster revenue growth than 63% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,121,696

Down $35,080 (-3.0%) from 2015

Net Assets

Down

$1,104,811

Down $37,261 (-3.3%) from 2015

Liabilities

Up

$16,885

Up $2,181 (+15%) from 2015

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin19th percentile

Revenue

Up

$211,162

Up $16,216 (+8.3%) from 2015

Expenses

Up

$240,730

Up $29,396 (+14%) from 2015

Net Income

Down

-$29,568

Down $13,180 (-80%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2016

Assets$1,121,696
Liabilities$16,885
Net Assets$1,104,811
Open 2016 Filing

Operations Trend

Revenue Growth63rd 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

2016

Revenue$211,162
Expenses$240,730
Net Income-$29,568
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 25, 2017
Return Version
2016v3.0
Gross Receipts
$318,087
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$650,182$701,276▲ $51,094
Investments Program Related$196,647$205,355▲ $8,708
Savings and Temporary Cash Investments$228,158$110,995▼ $117,163
Cash and Non-Interest-Bearing Accounts$61,313$85,374▲ $24,061
Total Assets$1,156,776$1,121,696▼ $35,080
Other Assets Total$20,476$18,696▼ $1,780
Liabilities
Escrow Account Liability$14,138$16,317▲ $2,179
Other Liabilities$566$568▲ $2
Total Liabilities$14,704$16,885▲ $2,181
Net Assets / Fund Balance
Unrestricted Net Assets$945,425$899,456▼ $45,969
Permanently Rstr Net Assets$196,647$205,355▲ $8,708
Total Net Assets Fund Balance$1,142,072$1,104,811▼ $37,261
Total Liabilities and Net Assets / Fund Balance$1,156,776$1,121,696▼ $35,080

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$205,355--
Buildings$1,693,505--
Other Land Buildings$-1,083,916$1,313,653-
Land$91,687--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$196,647-▲ $10,632-$205,355
2015$201,585-▼ $2,880-$196,647
2014----$-273
2013$205,501-▼ $3,643-$201,858
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
B EntressResid Prop MgrFT$24,000$24,000

Board Members and Trustees

NameTitle
K BarthelmessPresident
D SchellDirector
M BrusbergSecretary
E GladstoneTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Not Applicable---
Revenue and Support

Revenue Composition

Contributions and Grants
$4,773
Program Service Revenue
$180,153
Investment Income
$26,236
Other Revenue
$0
All Other Contributions
$4,773
Change in Net Assets
$-29,568
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$214,549
Salaries, Compensation, and Employee Benefits$26,181
Total Fundraising Expense$2,096
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$138,929$10,831-$149,760
Depreciation Depletion$33,297$1,752-$35,049
Current Officers, Directors, Trustees, and Key Employees$21,600$2,400-$24,000
Insurance$8,986$2,100-$11,086
Fees for Services Legal-$5,278-$5,278
Conferences and Meetings-$2,871-$2,871
Fees for Services Accounting-$2,300-$2,300
Payroll Taxes$1,963$218-$2,181
Fees for Service Investment Mgmnt Fees$1,924$57-$1,981
Advertising$1,663--$1,663
Office Expenses$841$94-$935
Travel$839--$839
Other Expenses---$260
Interest$177--$177
Total Functional Expenses$210,448$28,186$2,096$240,730
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 11A

“Bod members review at meeting or by mail”

990 Part VI Line 12C

“Senior members meet monthly and discuss”

990 Part VI Line 1B

“Resident property manager salary approved by bod”

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
2017-05-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward D Gladstone
Formed
1977
Legal Domicile
Ct
Voting Board Members
4
Independent Board Members
1
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 4A

“Raymond james us brokered foreign dividends”

Financial Statement Notes

Part IV Line 2B

“Manage ct resident tenant security deposits”

Part V Line 4

“Restricted funds comprising tenant rent subsidies”

Raw XML AppendixShowing 400 of 430 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.

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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0178289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt098676
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0885311
IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt01693505
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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0196647
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IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt010632
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-3643
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
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IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
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IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt091687
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-1083916
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01313653
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0229737
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0568
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FEDERAL AND STATE PAYROLL TAXES
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGE CT RESIDENT TENANT SECURITY DEPOSITS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RESTRICTED FUNDS COMPRISING TENANT RENT SUBSIDIES
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART V LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0701276
IRS990ScheduleD/TotalBookValueProgramRltdAmt0205355
IRS990ScheduleD/TotalLiabilityAmt0568
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOD MEMBERS REVIEW AT MEETING OR BY MAIL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SENIOR MEMBERS MEET MONTHLY AND DISCUSS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RESIDENT PROPERTY MANAGER SALARY APPROVED BY BOD
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3990 PART VI LINE 1B
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IRS990/TotalEmployeeCnt01
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028186
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0210448
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt016885
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IRS990/TotalProgramServiceRevenueAmt0180153
IRS990/TotalReportableCompFromOrgAmt024000
IRS990/TotalRevenueGrp/ExclusionAmt0206389
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0211162
IRS990/TotalVolunteersCnt05
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01121696
IRS990/TravelGrp/ProgramServicesAmt0839
IRS990/TravelGrp/TotalAmt0839
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0945425
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0899456
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD D GLADSTONE

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,121,696
Liabilities
$16,885
Net assets
$1,104,811
Revenue
$211,162
Expenses
$240,730
Net income
-$29,568
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