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Upson Rockhaven INC FY2021 filing

Tax-deductible

Glastonbury, CT501(c)(3) EIN 45-2250652Revenue $224K in FY2021

On file with the IRSrockhavenhome.org349 Hubbard St, 06033-3075 · Glastonbury, CTTax-exempt since Jul 2011Publicly supported — 509(a)(2)

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

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average deficit $5K a year · 2% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
3 mo
of spending, in cash
Plus $392K in investments, Pt X · Ln 11–13
Fine: 2.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$17K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$224K
-8% vs prior year
Spent
$282K
To programs
89%
Net assets
$1.1M
By yearFY2020–FY2024
Revenue
$224K
FY2021▼ -8%
Tap a bar for its year
Revenue by fiscal year
FY2020$242K
FY2021$224K
FY2022$324K
FY2023$350K
FY2024$301K
Expenses
$282K
FY2021▲ +17%
Tap a bar for its year
Expenses by fiscal year
FY2020$240K
FY2021$282K
FY2022$303K
FY2023$318K
FY2024$320K
Net assets
$1.1M
FY2021▼ -1%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.1M
FY2021$1.1M
FY2022$1.1M
FY2023$1.1M
FY2024$1.1M

From the FY2021 Form 990 · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 2011.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $251K Management & general 10% · $27K Fundraising 1% · $3K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Carol Genco
Director
$0Pt VII · Sec A
David Schell
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Nancy Root
Secretary
$0Pt VII · Sec A
Andrea Black
Executive Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2022FY2020
Andrea Black$30,000$27,840

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides beautiful, independent Christian Science living for seniors valuing its teachings.

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1 program · $251K · in their own filed words · FY2021
01

Day-to-day management of senior citizen retirement community

$251Kprogram expense

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$224K
Ln 12
Fees for servicesLn 2g$200K
Gifts and grantsLn 1h$13K
Investment incomeLn 3$11K
Money outPt IX
$282K
Ln 25
Programscol B$251K
Managementcol C$27K
Fundraisingcol D$3K
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$67K
Total assetsLn 16$1.1M
LiabilitiesLn 26$17K
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$13K
Fees for servicesLn 2g$200K
Investment incomeLn 3$11K
Gains on assetsLn 7−$447
Total revenueLn 12$224K
Assets in detailPt X, end of year
CashLn 1$67K
Cash and savings togetherLn 1–2$67K
InvestmentsLn 11–13$392K
Land, buildings, equipmentLn 10c$638K
Other assetsLn 15$10K
Total assetsLn 16$1.1M
LiabilitiesLn 26$17K
Net assetsLn 32$1.1M
OperationsPt I, VI
EmployeesI 51
VolunteersI 66
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$87K$67K
InvestmentsLn 11–13$347K$392K
Land, buildings, equipmentLn 10c$675K$638K
Total assetsLn 16$1.1M$1.1M
LiabilitiesLn 26$16K$17K
Net assetsLn 32$1.1M$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$29K$24K$3K$1K
Payroll taxesLn 10$2K$2K$248$124
Accounting feesLn 11c$5K$5K
Investment management feesLn 11f$3K$2K$832
Advertising and promotionLn 12$3K$1K$1K
Office expensesLn 13$9K$8K$869
OccupancyLn 16$24K$21K$2K
TravelLn 17$310$238$72
Conferences, conventions and meetingsLn 19$199$199
InterestLn 20$205$205
Depreciation, depletion and amortizationLn 22$38K$35K$3K
InsuranceLn 23$13K$10K$2K
Other expenses (24a–d)Ln 24$152K$144K$7K
All other expensesLn 24e$4K$2K$500$1K
Total functional expensesLn 25$282K$251K$27K$3K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $301K$320K−$19K$1.1M 990 PDF
FY2023 $350K$318K$32K$1.1M 990 PDF
FY2022 $324K$303K$21K$1.1M 990 PDF
FY2021 Viewing $224K$282K−$58K$1.1M 990 PDF
FY2020 $242K$240K$2K$1.1M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $223,812 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $32,523$12,820
I-9 Program service revenuePrior year $200,784$200,074
I-10 Investment incomePrior year $8,751$10,918
I-11 Other revenue$0
I-12 Total revenuePrior year $242,058$223,812
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $30,255$31,159
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $209,767$250,625
I-18 Total expensesPrior year $240,022$281,784
I-19 Revenue less expensesPrior year $2,036−$57,972
Part VI · Governance 5 of 5 board members independent, 2 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $223,812 across 6 lines filed
VIII-1f All other contributions, gifts and grants$12,820
VIII-1h Total contributions, gifts and grants$12,820
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $200,074$200,074
VIII-3 Investment incomeRelated to mission $11,365$11,365
VIII-7 Net gain or loss on sales of assetsRelated to mission −$447−$447
VIII-12 Total revenueRelated to mission $210,992 · Unrelated business $0 · Excluded from tax $0$223,812
Part IX · Statement of functional expenses $281,784 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $24,378 · Management $2,868 · Fundraising $1,434$28,680
IX-10 Payroll taxesPrograms $2,107 · Management $248 · Fundraising $124$2,479
IX-11c Accounting feesManagement $5,275$5,275
IX-11f Investment management feesPrograms $1,980 · Management $832$2,812
IX-12 Advertising and promotionPrograms $1,429 · Management $1,428$2,857
IX-13 Office expensesPrograms $7,821 · Management $869$8,690
IX-16 OccupancyPrograms $21,197 · Management $2,355$23,552
IX-17 TravelPrograms $238 · Management $72$310
IX-19 Conferences, conventions and meetingsManagement $199$199
IX-20 InterestPrograms $205$205
IX-22 Depreciation, depletion and amortizationPrograms $35,060 · Management $3,048$38,108
IX-23 InsurancePrograms $10,469 · Management $2,323$12,792
IX-24 Other expenses (24a–d)Programs $144,451 · Management $7,405$151,856
IX-24e All other expensesPrograms $2,033 · Management $500 · Fundraising $1,436$3,969
IX-25 Total functional expensesPrograms $251,368 · Management $27,422 · Fundraising $2,994$281,784
Part X · Balance sheet $1,109,915 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $87,493$67,329
X-9 Prepaid expenses and deferred chargesStart of year $2,166$2,313
X-10c Land, buildings and equipment, netStart of year $674,589$638,240
X-11 Publicly traded securitiesStart of year $346,884$392,352
X-15 Other assetsStart of year $11,440$9,681
X-16 Total assetsStart of year $1,122,572$1,109,915
X-25 Other liabilitiesStart of year $712$770
X-26 Total liabilitiesStart of year $16,050$17,184
X-27 Net assets without donor restrictionsStart of year $856,007$811,014
X-28 Net assets with donor restrictionsStart of year $250,515$281,717
X-32 Total net assets or fund balancesStart of year $1,106,522$1,092,731
X-33 Total liabilities and net assetsStart of year $1,122,572$1,109,915
Part XI · Reconciliation of net assets $1,092,731 net assets at year end
XI-1 Total revenue$223,812
XI-2 Total expenses$281,784
XI-3 Revenue less expenses−$57,972
XI-4 Net assets at start of year$1,106,522
XI-5 Net unrealized gains (losses) on investments$45,356
XI-8 Prior period adjustments−$1,175
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,092,731

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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