Nonprofit · EIN 83-0439893
STONERIDGE RESIDENTS ASSOCIATION
Tax-exempt · MYSTIC, CT 06355
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $219,367 | $208,362 | $11,005 | $107,953 | $0 | $107,953 |
| December 31, 2024 | 990 | $212,588 | $176,755 | $35,833 | $98,717 | $1,769 | $96,948 |
| December 31, 2023 | 990-EZ | $167,473 | $173,462 | -$5,989 | $61,232 | $117 | $61,115 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $207,582
- Program service revenue
- $0
- Investment income
- $3,448
- Net income from sales of inventory
- $8,337
- Other revenue
- $8,337
Expenses
- Grants and similar amounts paid
- $203,600
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,250
- Program services (functional)
- $206,396
- Management and general (functional)
- $1,966
Balance sheet and other
- Total assets, start of year
- $98,717
- Total assets, end of year
- $107,953
- Total liabilities, end of year
- $0
- Net assets, end of year
- $107,953
- Gross receipts
- $234,377
- Employees
- 0
- Year formed
- 2005
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM FITZGERALD | Member at Large Trustee or director | 2 | $0 |
| SUSAN GLASS | President Officer | 10 | $0 |
| HENRY MAY | Vice President Officer | 5 | $0 |
| FRANK TAYLOR | Secretary Officer | 5 | $0 |
| JH DOW DAVIS | Treasurer Officer | 5 | $0 |
990 for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANN PETTENGILL | Member at Large Trustee or director | 2 | $0 |
| RALPH WOOD | Chairman Officer | 10 | $0 |
| HENRY MAY | Vice President Officer | 5 | $0 |
| ELLEN ABELL | Secretary Officer | 5 | $0 |
| JH DOW DAVIS | Treasurer Officer | 5 | $0 |
990-EZ for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charles Schott | Chairman | 10 | $0 |
| Susan Glass | Vice Chairman | 5 | $0 |
| Ellen Abell | Secretary | 5 | $0 |
| Ralph Wood | Treasurer | 5 | $0 |
| Sally Phillips | Member at Large | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 186 JERRY BROWNE RD UNIT 1216, MYSTIC, CT 06355-4006
- In care of
- % CHARLES SCHOTT
- Mailing address (990-N for 2013)
- 186 Jerry Browne Rd, Mystic CT 06355
- Principal officer (990-N for 2013)
- Lucille Kerr, 186 Jerry Browne Road, Mystic CT 06355
- Signed the 990
- JH DOW DAVIS, Treasurer
- Phone
- (860) 659-7587
- Return prepared by
- WollackLewitz LLC
Mission
PROVIDE COLLEGE SCHOLARSHIPS TO EMPLOYEES (AND THEIR FAMILIES) OF THE RETIREMENT COMMUNITY WHERE THE STONERIDGE RESIDENTS ASSOCIATION IS CHARTERED.
Program accomplishments
- DISTRIBUTED SCHOLARSHIPS TO EMPLOYEES OR DIRECT FAMILY MEMBERS FROM DONATIONS TO EMPLOYEE SCHOLARSHIP FUNDExpenses $206,396 · grants $203,600
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 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 83-0439893
- 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
- Category (NTEE)
- Human services (P80)
- Assets (IRS master file)
- $107,953
- Income (IRS master file)
- $234,377
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $219,367 | $208,362 | $107,953 | XML |
| 990 | December 2024 | $212,588 | $176,755 | $98,717 | IRS |
| 990-EZ | December 2023 | $167,473 | $173,462 | $61,232 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-N for 2013 Officer: Lucille Kerr | December 31, 2013 | ≤ $50,000 receipts | – | – | e-Postcard |
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 83-0439893).
Questions about STONERIDGE RESIDENTS ASSOCIATION
- What is the EIN of STONERIDGE RESIDENTS ASSOCIATION?
- The employer identification number (EIN) of STONERIDGE RESIDENTS ASSOCIATION is 83-0439893.
- Is STONERIDGE RESIDENTS ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to STONERIDGE RESIDENTS ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does STONERIDGE RESIDENTS ASSOCIATION 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 STONERIDGE RESIDENTS ASSOCIATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STONERIDGE RESIDENTS ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of STONERIDGE RESIDENTS ASSOCIATION?
- The 990-N for 2013 names Lucille Kerr.
- Who are the officers and directors of STONERIDGE RESIDENTS ASSOCIATION?
- The 990 for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does STONERIDGE RESIDENTS ASSOCIATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $219,367, expenses of $208,362 and total assets of $107,953 at year end.
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