Civic Intelligence

Upson Rockhaven Inc.

990 • Fiscal year 2019 • EIN 45-2250652

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 08, 2020

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

30th percentile

0.01x

Higher debt load relative to assets than 30% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

44th percentile

0.06x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

16th percentile

-15%

Higher net margin than 16% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

42nd percentile

0.8%

Faster asset growth than 42% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

24th percentile

-8.0%

Faster revenue growth than 24% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,108,174

Up $8,523 (+0.8%) from 2018

Net Assets

Up

$1,093,120

Up $20,458 (+1.9%) from 2018

Liabilities

Down

$15,054

Down $11,935 (-44%) from 2018

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin16th percentile

Revenue

Down

$233,135

Down $20,397 (-8.0%) from 2018

Expenses

Up

$267,304

Up $19,727 (+8.0%) from 2018

Net Income

Down

-$34,169

Down $40,124 (-674%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2019

Assets$1,108,174
Liabilities$15,054
Net Assets$1,093,120
Open 2019 Filing

Operations Trend

Revenue Growth24th 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

2019

Revenue$233,135
Expenses$267,304
Net Income-$34,169
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 8, 2020
Return Version
2019v5.0
Gross Receipts
$259,940
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$696,805$706,737▲ $9,932
Investments Program Related$197,748$234,893▲ $37,145
Savings and Temporary Cash Investments$111,301$121,519▲ $10,218
Cash and Non-Interest-Bearing Accounts$69,331$29,873▼ $39,458
Prepaid Expenses and Deferred Charges$9,508$1,953▼ $7,555
Total Assets$1,099,651$1,108,174▲ $8,523
Other Assets Total$14,958$13,199▼ $1,759
Liabilities
Escrow Account Liability$16,599$14,366▼ $2,233
Deferred Revenue$9,900--
Other Liabilities$490$688▲ $198
Total Liabilities$26,989$15,054▼ $11,935
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$874,914$858,227▼ $16,687
Net Assets With Donor Restrictions$197,748$234,893▲ $37,145
Total Net Assets Fund Balance$1,072,662$1,093,120▲ $20,458
Total Liabilities and Net Assets / Fund Balance$1,099,651$1,108,174▲ $8,523

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$234,893--
Buildings$1,788,619--
Other Land Buildings$-1,173,569$1,414,016-
Land$91,687--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$197,748-▲ $38,866-$234,893
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
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
A BlackResid-exe-DirectorFT$27,000-$27,000
B EntressResid-retired-$330$6,048$6,378

Board Members and Trustees

NameTitle
M BrusbergDirector
K BarthelmessDirect - Pres
N RootDirect - Secy
D SchellDirect - Treas
J Hagen-directNow Deceased

Highest Paid Contractors

ContractorServicesLocationCompensation
Not Applicable---
Revenue and Support

Revenue Composition

Contributions and Grants
$214
Program Service Revenue
$213,661
Investment Income
$10,102
Other Revenue
$9,158
All Other Contributions
$214
Change in Net Assets
$-34,169
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$231,905
Salaries, Compensation, and Employee Benefits$35,399
Total Fundraising Expense$1,350
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$144,570$25,258-$169,828
Depreciation Depletion$35,172$3,058-$38,230
Current Officers, Directors, Trustees, and Key Employees$22,950$2,700$1,350$27,000
Insurance$9,508$2,110-$11,618
Other Employee Benefits-$6,048-$6,048
Fees for Services Accounting-$2,970-$2,970
Fees for Service Investment Mgmnt Fees$1,721$859-$2,580
Payroll Taxes$2,116$235-$2,351
Office Expenses$1,521$169-$1,690
Fees for Services Other-$1,580-$1,580
Travel$776$236-$1,012
Conferences and Meetings-$512-$512
Interest$406--$406
Other Expenses---$285
Total Functional Expenses$219,881$46,073$1,350$267,304
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,022
Fundraising Direct Expenses$864
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$688
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
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 0r electronically”

990 Part VI Line 12C

“Senior members meet monthly and discuss”

990 Part VI Line 15B First Item

“Resident executive director salary approved by bod”

990 Part VI Line 15B Second Item

“Retire benefit resid rent disc bod apprvd fmr administrator”

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
2020-04-08
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
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

“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 476 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/ProgSrvcAccomActy3Grp/Desc0CONFERENCES - BUS TRIPS - AND OTHER LOCAL ACTIVITIES FOR THE BENEFIT
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt09158
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt050160
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt05070
IRS990/PYOtherExpensesAmt0216480
IRS990/PYOtherRevenueAmt010924
IRS990/PYProgramServiceRevenueAmt0187378
IRS990/PYRevenuesLessExpensesAmt05955
IRS990/PYSalariesCompEmpBnftPaidAmt031097
IRS990/PYTotalExpensesAmt0247577
IRS990/PYTotalRevenueAmt0253532
IRS990/ReconcilationRevenueExpnssAmt0-34169
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RevenueAmt0213875
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0111301
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0121519
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt08637
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt02626
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt01809
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt01425
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0550
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt015047
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0214
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt050160
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011035
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04773
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07429
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt073611
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010102
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05070
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0-5298
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt026236
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt018178
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt054288
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0213661
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0187378
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0182391
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0180153
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0169339
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0932922
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt09158
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt010924
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt03875
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt023957
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010102
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05070
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0-5298
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt026236
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt018178
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt054288
IRS990ScheduleA/InvestmentIncomeCYPct00.05000
IRS990ScheduleA/InvestmentIncomePYPct00.05870
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93610
IRS990ScheduleA/PublicSupportPY509Pct00.93400
IRS990ScheduleA/PublicSupportTotal509Amt01015443
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt08637
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt02626
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt01809
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt01425
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0550
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt015047
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0223033
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0248462
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0197301
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0184926
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0176768
IRS990ScheduleA/Total509Grp/TotalAmt01030490
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0233135
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0253532
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0192003
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0211162
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0194946
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01084778
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01788619
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt01788619
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01721
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0197748
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0234893
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt038866
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01579
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0212701
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0197748
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-13374
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0998
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0205355
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0212701
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08344
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01924
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0196647
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0205355
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010632
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt02058
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0201585
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0196647
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2880
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt01
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt0234893
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0234893
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0CHARLES SCHWAB & CO INC
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/LandGrp/BookValueAmt091687
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt091687
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-1173569
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01414016
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0240447
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0688
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/TotalBookValueLandBuildingsAmt0706737
IRS990ScheduleD/TotalBookValueProgramRltdAmt0234893
IRS990ScheduleD/TotalLiabilityAmt0688
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHARLES SCHWAB US BROKERED FOREIGN DIVIDENDS AT END OF YEAR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOD MEMBERS REVIEW AT MEETING OR BY MAIL 0R ELECTRONICALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SENIOR MEMBERS MEET MONTHLY AND DISCUSS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RESIDENT EXECUTIVE DIRECTOR SALARY APPROVED BY BOD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RETIRE BENEFIT RESID RENT DISC BOD APPRVD FMR ADMINISTRATOR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990 PART V LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990 PART VI LINE 11A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2990 PART VI LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3990 PART VI LINE 15B FIRST ITEM
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4990 PART VI LINE 15B SECOND ITEM
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,108,174
Liabilities
$15,054
Net assets
$1,093,120
Revenue
$233,135
Expenses
$267,304
Net income
-$34,169
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