Civic Intelligence

Upson Rockhaven Inc.

990 • Fiscal year 2018 • EIN 45-2250652

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 29, 2019

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

34th percentile

0.02x

Higher debt load relative to assets than 34% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

53rd percentile

0.11x

Higher debt load relative to revenue than 53% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

48th percentile

2.3%

Higher net margin than 48% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

40th percentile

$27,801

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

43rd percentile

-0.7%

Faster asset growth than 43% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

32%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$1,099,651

Down $7,475 (-0.7%) from 2017

Net Assets

Down

$1,072,662

Down $18,744 (-1.7%) from 2017

Liabilities

Up

$26,989

Up $11,269 (+72%) from 2017

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin48th percentile

Revenue

Up

$253,532

Up $61,529 (+32%) from 2017

Expenses

Up

$247,577

Up $21,605 (+9.6%) from 2017

Net Income

Up

$5,955

Up $39,924 (+118%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2018

Assets$1,099,651
Liabilities$26,989
Net Assets$1,072,662
Open 2018 Filing

Operations Trend

Revenue Growth82nd 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

2018

Revenue$253,532
Expenses$247,577
Net Income$5,955
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 29, 2019
Return Version
2018v3.0
Gross Receipts
$285,516
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$673,834$696,805▲ $22,971
Investments Program Related$212,701$197,748▼ $14,953
Savings and Temporary Cash Investments$117,216$111,301▼ $5,915
Cash and Non-Interest-Bearing Accounts$86,228$69,331▼ $16,897
Prepaid Expenses and Deferred Charges-$9,508-
Receivables From Officers Etc$231--
Total Assets$1,107,126$1,099,651▼ $7,475
Other Assets Total$16,916$14,958▼ $1,958
Liabilities
Escrow Account Liability$14,391$16,599▲ $2,208
Deferred Revenue-$9,900-
Other Liabilities$1,329$490▼ $839
Total Liabilities$15,720$26,989▲ $11,269
Net Assets / Fund Balance
Unrestricted Net Assets$878,705$874,914▼ $3,791
Permanently Rstr Net Assets$212,701$197,748▼ $14,953
Total Net Assets Fund Balance$1,091,406$1,072,662▼ $18,744
Total Liabilities and Net Assets / Fund Balance$1,107,126$1,099,651▼ $7,475

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$197,748--
Buildings$1,748,613--
Other Land Buildings$-1,143,495$1,377,545-
Land$91,687--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$212,701-▼ $13,374-$197,748
2017$205,355-▲ $8,344-$212,701
2016$196,647-▲ $10,632-$205,355
2015$201,585-▼ $2,880-$196,647
2014----$-273
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
A BlackResid-exe-DirectorFT$26,333$1,468$27,801
B EntressResid-administPT$2,250$730$2,980

Board Members and Trustees

NameTitle
E GladstoneDirector
J HagenDirector
M BrusbergDirector - Fmr Secy
K BarthelmessDirect - Pres
N RootDirect - Secy
D SchellDirect - Treas

Highest Paid Contractors

ContractorServicesLocationCompensation
Not Applicable---
Revenue and Support

Revenue Composition

Contributions and Grants
$50,160
Program Service Revenue
$187,378
Investment Income
$5,070
Other Revenue
$10,924
All Other Contributions
$50,160
Change in Net Assets
$5,955
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$216,480
Salaries, Compensation, and Employee Benefits$31,097
Total Fundraising Expense$1,429
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$139,683$16,159-$155,842
Depreciation Depletion$34,595$3,008-$37,603
Current Officers, Directors, Trustees, and Key Employees$24,296$2,858$1,429$28,583
Insurance$7,248$2,110-$9,358
Fees for Services Accounting-$2,600-$2,600
Payroll Taxes$2,263$251-$2,514
Office Expenses$2,212$246-$2,458
Fees for Service Investment Mgmnt Fees$1,579$815-$2,394
Advertising$1,470--$1,470
Conferences and Meetings-$1,422-$1,422
Fees for Services Other-$918-$918
Travel$27$868-$895
Other Expenses---$400
Interest$172--$172
Total Functional Expenses$214,490$31,658$1,429$247,577
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$11,382
Fundraising Direct Expenses$644
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$231--
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal and State Payroll Taxes$490
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 15B

“Resident executive director 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
Kris Barthelmess
Title
President
Signed
2019-04-29
Discuss with paid preparer
Yes

Organization Details

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

“Charles schwab us brokered foreign dividends at end of year”

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 499 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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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09508
IRS990/PrincipalOfficerNm0KRIS BARTHELMESS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0SR CITIZEN RENTAL
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0187378
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0187378
IRS990/ProgSrvcAccomActy2Grp/ActivityCd0531110
IRS990/ProgSrvcAccomActy2Grp/Desc0RESTRICTED ESTATE BEQUEST REVENUES RECEIVED FOR THE FUTURE BENEFIT OF
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01579
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0-6578
IRS990/ProgSrvcAccomActy3Grp/ActivityCd0531110
IRS990/ProgSrvcAccomActy3Grp/Desc0CONFERENCES - BUS TRIPS - AND OTHER LOCAL ACTIVITIES FOR THE BENEFIT
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt010738
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt011035
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0-5298
IRS990/PYOtherExpensesAmt0190312
IRS990/PYOtherRevenueAmt03875
IRS990/PYProgramServiceRevenueAmt0182391
IRS990/PYRevenuesLessExpensesAmt0-33969
IRS990/PYSalariesCompEmpBnftPaidAmt035660
IRS990/PYTotalExpensesAmt0225972
IRS990/PYTotalRevenueAmt0192003
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0231
IRS990/ReconcilationRevenueExpnssAmt05955
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RevenueAmt0237537
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0117216
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0111301
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt02626
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt01809
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt01425
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0550
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt01300
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt07710
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt050160
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011035
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04773
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07429
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07485
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt080882
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05070
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0-5298
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt026236
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt018178
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt017698
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt061884
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0187378
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0182391
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0180153
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0169339
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0177055
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0896316
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt010924
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt03875
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt014799
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05070
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0-5298
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt026236
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt018178
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt017698
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt061884
IRS990ScheduleA/InvestmentIncomeCYPct00.05870
IRS990ScheduleA/InvestmentIncomePYPct00.07530
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93400
IRS990ScheduleA/PublicSupportPY509Pct00.91770
IRS990ScheduleA/PublicSupportTotal509Amt0984287
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt02626
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt01809
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt01425
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0550
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt01300
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt07710
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0248462
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0197301
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0184926
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0176768
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0184540
IRS990ScheduleA/Total509Grp/TotalAmt0991997
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0253532
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0192003
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0211162
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0194946
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0202238
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01053881
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/BookValueAmt01748613
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt01748613
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01579
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0212701
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0197748
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-13374
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0998
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0205355
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0212701
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08344
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01924
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0196647
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0205355
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010632
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt02058
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0201585
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0196647
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2880
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0273
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0-273
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt0197748
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0197748
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0CHARLES SCHWAB & CO INC
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/LandGrp/BookValueAmt091687
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt091687
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-1143495
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01377545
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0234050
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0490
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FEDERAL AND STATE PAYROLL TAXES
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGE CT RESIDENT TENANT SECURITY DEPOSITS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RESTRICTED FUNDS COMPRISING TENANT RENT SUBSIDIES
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV LINE 2B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART V LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0696805
IRS990ScheduleD/TotalBookValueProgramRltdAmt0197748
IRS990ScheduleD/TotalLiabilityAmt0490
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,099,651
Liabilities
$26,989
Net assets
$1,072,662
Revenue
$253,532
Expenses
$247,577
Net income
$5,955
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