Nonprofit · EIN 45-2250652
UPSON ROCKHAVEN INC
Tax-exempt · GLASTONBURY, CT 06033
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $301,197 | $320,436 | -$19,239 | $1,151,335 | $24,950 | $1,126,385 |
| December 31, 2023 | 990 | $349,749 | $317,774 | $31,975 | $1,148,054 | $26,863 | $1,121,191 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $14,166
- Program service revenue
- $271,378
- Investment income
- $15,653
- Net gain from sales of assets
- $1,201
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $33,000
- Salaries, compensation and benefits (total)
- $35,478
- Professional fundraising fees
- $0
- Accounting fees
- $6,975
- Occupancy
- $27,416
- Travel
- $591
- Depreciation
- $40,381
- Program services (functional)
- $285,639
- Management and general (functional)
- $30,652
- Fundraising (functional)
- $4,145
Balance sheet and other
- Total assets, start of year
- $1,148,054
- Total assets, end of year
- $1,151,335
- Total liabilities, end of year
- $24,950
- Net assets, end of year
- $1,126,385
- Land, buildings and equipment
- $637,067
- Publicly traded securities
- $416,190
- Net assets without donor restrictions
- $837,581
- Net assets with donor restrictions
- $288,804
- Gross receipts
- $384,978
- Employees
- 2
- Volunteers
- 6
- Year formed
- 1977
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| R Kris Barthelmess | President Trustee or director, Officer | 2 | $0 |
| Nancy Root | Secretary Trustee or director, Officer | 1 | $0 |
| David Schell | Treasurer Trustee or director, Officer | 3 | $0 |
| Marian Brusberg | Director Trustee or director | 1 | $0 |
| Carol Genco | Director Trustee or director | 1 | $0 |
| Andrea Black | Executive Director Officer | 40 | $0 |
| Carlton Black | Executive Director Officer | 40 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marian Brusberg | Director Trustee or director | 1 | $0 |
| Carol Genco | Director Trustee or director | 1 | $0 |
| David Schell | Treasurer Trustee or director, Officer | 3 | $0 |
| R Kris Barthelmess | President Trustee or director, Officer | 2 | $0 |
| Nancy Root | Secretary Trustee or director, Officer | 1 | $0 |
| Andrea Black | Executive Director Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 349 HUBBARD ST, GLASTONBURY, CT 06033-3075
- In care of
- % R KRIS BARTHELMESS
- Principal officer (990 for 2024)
- R Kris Barthelmess, PO Box 329, Center Conway, NH 03813
- Signed the 990
- R KRIS BARTHELMESS, President
- Phone
- (860) 659-1412
- Website
- rockhavenhome.org
- Return prepared by
- Sean M Donovan CPA
Mission
To maintain a beautiful environment of independent living for Christian Scientists 55 and over for those who value the teachings of Christian Science.
Program accomplishments
- Day-to-day management of senior citizen retirement communityExpenses $285,639 · revenue $271,378
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 45-2250652
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,151,335
- Income (IRS master file)
- $384,978
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $301,197 | $320,436 | $1,151,335 | XML |
| 990 | December 2023 | $349,749 | $317,774 | $1,148,054 | XML |
| 990 | December 2022 | $323,761 | $303,132 | $1,093,767 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-2250652).
Questions about UPSON ROCKHAVEN INC
- What is the EIN of UPSON ROCKHAVEN INC?
- The employer identification number (EIN) of UPSON ROCKHAVEN INC is 45-2250652.
- Is UPSON ROCKHAVEN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to UPSON ROCKHAVEN INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UPSON ROCKHAVEN INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UPSON ROCKHAVEN INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPSON ROCKHAVEN INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UPSON ROCKHAVEN INC?
- The 990 for the year ended December 31, 2024 names R Kris Barthelmess.
- Who are the officers and directors of UPSON ROCKHAVEN INC?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does UPSON ROCKHAVEN INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $301,197, expenses of $320,436 and total assets of $1,151,335 at year end.
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