STRATEGY STUDIO / PUBLIC DATA EXPLORER

SOPHIA SNOW INDEPENDENT LIVING INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SOPHIA SNOW INDEPENDENT LIVING INC (EIN 57-1144610)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-15
IRS object ID
202641359349312264
Schema version
2024v5.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-15T15:00:08-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN872525370PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CITRIN COOPERMAN ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line130 BRAINTREE HL OFFICE PARK STE 300AddressLine1Txt
CityBRAINTREECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02184ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN571144610EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOPHIA SNOW INDEPENDENT LIVING INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSOPHBusinessNameControlTxt
Phone6173230373PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11215 CENTRE STREETAddressLine1Txt
CityWEST ROXBURYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02132ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN DOMINOPersonNm
Person TitleBOD FINANCE COMMITTEE CHAIRPersonTitleTxt
Phone6173230373PhoneNum
Signature2026-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMANDA ADAMSPreparerPersonNm
PTINP00748038PTIN
Phone7813562000PhoneNum
Preparation2026-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARILU SWETTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11215 CENTRE STREETAddressLine1Txt
CityWEST ROXBURYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02132ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,425,891GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SOPHIASNOWPLACE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2002FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionDEVELOP AND PROVIDE PERMANENT HOUSING FOR DESERVING SENIORS.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$447,208PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$1,362,481PYProgramServiceRevenueAmt
CY Program Service Revenue$1,270,070CYProgramServiceRevenueAmt
PY Investment Income$142,177PYInvestmentIncomeAmt
CY Investment Income$155,821CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,951,866PYTotalRevenueAmt
CY Total Revenue$1,425,891CYTotalRevenueAmt
PY Grants And Similar Paid$300,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,607,087PYOtherExpensesAmt
CY Other Expenses$1,539,875CYOtherExpensesAmt
PY Total Expenses$1,907,087PYTotalExpensesAmt
CY Total Expenses$1,539,875CYTotalExpensesAmt
PY Revenues Less Expenses$44,779PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$113,984CYRevenuesLessExpensesAmt
Total Assets BOY$12,718,506TotalAssetsBOYAmt
Total Assets EOY$13,348,613TotalAssetsEOYAmt
Total Liabilities BOY$16,863,049TotalLiabilitiesBOYAmt
Total Liabilities EOY$17,607,140TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$4,144,543NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$4,258,527NetAssetsOrFundBalancesEOYAmt
MissionTO BE THE RESIDENCE OF CHOICE FOR MEN AND WOMEN WHO SEEK INDEPENDENCE IN AN AFFORDABLE, COMFORTABLE COMMUNITY WITH A COMMITMENT TO THE DIGNITY, VALUE, AND POTENTIAL OF EACH RESIDENT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$703,749ExpenseAmt
Revenue$1,270,070RevenueAmt
DescOPERATES A 66-UNIT INDEPENDENT LIVING RESIDENCE THAT PROVIDES HOUSING AND SERVICES TO APPROXIMATELY 80 ELDERLY MEN AND WOMEN. ALSO, PROVIDED COMMUNITY OUTREACH FOR THE ELDERLY.Desc
Total Program Service Expenses$703,749TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document16IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KURT E HANSON TREASURERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6173230373PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11215 CENTRE STREETAddressLine1Txt
CityROSLINDALECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02131ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
REV RALI WEAVER
CHAIR0.801.60Yes (X)Yes (X)$0$0$0
MARILU SWETT
VICE CHAIR0.801.60Yes (X)Yes (X)$0$0$0
KURT E HANSON
TREASURER FROM JAN4.008.00Yes (X)Yes (X)$0$0$0
LINDA SULKALA
CLERK0.801.60Yes (X)Yes (X)$0$0$0
JOHN P O'LOUGHLIN
TREASURER UNTIL JAN0.801.60Yes (X)Yes (X)$0$0$0
PATRICIA F ROGGEVEEN
PRESIDENT & CEO13.0027.00Yes (X)$0$226,034$5,594
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$226,034TotReportableCompRltdOrgAmt
Total Other Compensation$5,594TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROGERSON COMMUNITIES INCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 FLORENCE STREETAddressLine1Txt
CityROSLINDALECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02131ZIPCd
FieldValueIRS element (for citing)
ServicesMANAGEMENT FEESServicesDesc
Compensation$159,051CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
BOARDING FEES623000$1,066,574$1,066,574
NONREFUNDABLE ENTRANCE623000$136,575$136,575
OTHER RESIDENT CHARGES623000$66,359$66,359

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$562TotalRevenueColumnAmt
Related Or Exempt Func Income$562RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,270,070TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$155,821TotalRevenueColumnAmt
Exclusion$155,821ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,425,891TotalRevenueColumnAmt
Related Or Exempt Func Income$1,270,070RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$155,821ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$155,593TotalAmt
Program Services$70,017ProgramServicesAmt
Management And General$85,576ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$32,600TotalAmt
Program Services$14,670ProgramServicesAmt
Management And General$17,930ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$18,609TotalAmt
Management And General$18,609ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$266,101TotalAmt
Program Services$136,628ProgramServicesAmt
Management And General$129,473ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,222TotalAmt
Program Services$550ProgramServicesAmt
Management And General$672ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$78,633TotalAmt
Program Services$36,037ProgramServicesAmt
Management And General$42,596ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$36,186TotalAmt
Program Services$16,284ProgramServicesAmt
Management And General$19,902ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$143,466TotalAmt
Program Services$64,791ProgramServicesAmt
Management And General$78,675ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$149TotalAmt
Program Services$67ProgramServicesAmt
Management And General$82ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$199TotalAmt
Program Services$90ProgramServicesAmt
Management And General$109ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$409,322TotalAmt
Program Services$184,195ProgramServicesAmt
Management And General$225,127ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$57,468TotalAmt
Program Services$25,861ProgramServicesAmt
Management And General$31,607ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SHARED EMPLOYEES$315,438$141,947$173,491
MOTOR VEHICLE EXPENSE$10,251$4,613$5,638
BAD DEBT EXPENSE$2,566$2,566$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$12,072TotalAmt
Program Services$5,433ProgramServicesAmt
Management And General$6,639ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,539,875TotalAmt
Program Services$703,749ProgramServicesAmt
Management And General$836,126ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$435,274BOYAmt
EOY$662,667EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,723,974BOYAmt
EOY$4,054,949EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$28,221BOYAmt
EOY$129,508EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$33,563BOYAmt
EOY$21,454EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$15,754,319LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$7,525,607LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,485,974BOYAmt
EOY$8,228,712EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$11,500BOYAmt
EOY$251,323EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$12,718,506BOYAmt
EOY$13,348,613EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$86,213BOYAmt
EOY$142,244EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$25,201BOYAmt
EOY$60,438EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$16,751,635BOYAmt
EOY$17,404,458EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$16,863,049BOYAmt
EOY$17,607,140EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$4,148,623BOYAmt
EOY-$4,262,607EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,080BOYAmt
EOY$4,080EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$4,144,543BOYAmt
EOY-$4,258,527EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,718,506BOYAmt
EOY$13,348,613EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$113,984ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,303CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$135,380CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$300,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$447,208CurrentTaxYearMinus1YearAmt
Total$883,891TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,050,525CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,031,471CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,090,396CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,362,481CurrentTaxYearMinus1YearAmt
Current Tax Year$1,270,070CurrentTaxYearAmt
Total$5,804,943TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,051,828CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,166,851CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,390,396CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,809,689CurrentTaxYearMinus1YearAmt
Current Tax Year$1,270,070CurrentTaxYearAmt
Total$6,688,834TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$125,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$300,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$447,208CurrentTaxYearMinus1YearAmt
Total$872,208TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$47,125CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,703CurrentTaxYearMinus1YearAmt
Current Tax Year$47,741CurrentTaxYearAmt
Total$137,569TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$125,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$347,125CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$489,911CurrentTaxYearMinus1YearAmt
Current Tax Year$47,741CurrentTaxYearAmt
Total$1,009,777TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$5,679,057PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,502CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,001CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$38,372CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$142,177CurrentTaxYearMinus1YearAmt
Current Tax Year$155,821CurrentTaxYearAmt
Total$353,873TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,502CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,001CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$38,372CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$142,177CurrentTaxYearMinus1YearAmt
Current Tax Year$155,821CurrentTaxYearAmt
Total$353,873TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$50CurrentTaxYearMinus2YearsAmt
Total$50TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,063,330CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,172,852CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,428,818CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,951,866CurrentTaxYearMinus1YearAmt
Current Tax Year$1,425,891CurrentTaxYearAmt
Total$7,042,757TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.80640PublicSupportCY509Pct
Public Support PY5090.82160PublicSupportPY509Pct
Investment Income CY0.05020InvestmentIncomeCYPct
Investment Income PY0.03540InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUS INCOME - 2022 AMOUNT: $ 50.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,355,096BeginningYearBalanceAmt
Investment Earnings Or Losses$2,160,998InvestmentEarningsOrLossesAmt
Other Expenditures$825,000OtherExpendituresAmt
End Year Balance$20,691,094EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,840,604BeginningYearBalanceAmt
Investment Earnings Or Losses$2,114,492InvestmentEarningsOrLossesAmt
Other Expenditures$600,000OtherExpendituresAmt
End Year Balance$19,355,096EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,048,108BeginningYearBalanceAmt
Investment Earnings Or Losses$1,400,979InvestmentEarningsOrLossesAmt
Other Expenditures$608,483OtherExpendituresAmt
End Year Balance$17,840,604EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,911,714BeginningYearBalanceAmt
Investment Earnings Or Losses-$2,273,606InvestmentEarningsOrLossesAmt
Other Expenditures$590,000OtherExpendituresAmt
End Year Balance$17,048,108EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,562,828BeginningYearBalanceAmt
Investment Earnings Or Losses$3,978,886InvestmentEarningsOrLossesAmt
Other Expenditures$630,000OtherExpendituresAmt
End Year Balance$19,911,714EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,703,982OtherCostOrOtherBasisAmt
Depreciation$6,580,583DepreciationAmt
Book Value$8,123,399BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,011,080OtherCostOrOtherBasisAmt
Depreciation$905,767DepreciationAmt
Book Value$105,313BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$39,257OtherCostOrOtherBasisAmt
Depreciation$39,257DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$8,228,712TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
REFUNDABLE RESIDENT ENTRANCE FEES$16,389,944
NON-REFUNDABLE RESIDENT ENTRANCE FEES, NET$585,148
DUE TO SOPHIA SNOW HOUSE, INC.$425,945
DUE TO CJL$3,421
FieldValueIRS element (for citing)
Total Liability$17,404,458TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationTHE PARENT ORGANIZATION, ROXBURY HOME FOR AGED WOMEN, HAS AN ENDOWMENT, WHICH INCLUDES FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS TO FURTHER THE MISSION OF ROXBURY HOME FOR AGED WOMEN, SOPHIA SNOW HOUSE, INC., AND SOPHIA SNOW INDEPENDENT LIVING, INC. AT THE DISCRETION OF THE BOARD OF DIRECTORS OF ROXBURY HOME FOR AGED WOMEN.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonPATRICIA F ROGGEVEENPersonNm
TitlePRESIDENT & CEOTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$210,784CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$15,250BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$4,542DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$1,052NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$231,628TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE COMPENSATION PAID TO THE PRESIDENT & CEO IS DETERMINED BY ROXBURY HOME FOR AGED WOMEN, A RELATED ORGANIZATION. ROXBURY HOME FOR AGED WOMEN, A RELATED ORGANIZATION USES THE FOLLOWING METHODS TO DETERMINE COMPENSATION: - FORM 990 OF OTHER ORGANIZATIONS - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEEExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE ORGANIZATION HAS A MANAGEMENT CONSULTING AGREEMENT WITH CHELSEA JEWISH LIFECARE, INC., D/B/A LEGACY LIFECARE MANAGEMENT ("LLM"). UNDER THE TERMS OF THE AGREEMENT, LLM PROVIDES MANAGEMENT WITH CONSULTING AND SUPPORTIVE SERVICES, AS WELL AS CERTAIN FINANCIAL SERVICES.
FORM 990, PART VI, SECTION A, LINE 6THE SOLE MEMBER OF THE ORGANIZATION IS ROXBURY HOME FOR AGED WOMEN.
FORM 990, PART VI, SECTION A, LINE 7AROXBURY HOME FOR AGED WOMEN ELECTS THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY REQUIRES THE BOARD TO COMPLETE A STATEMENT EACH YEAR, WHICH IS REVIEWED BY THE BOARD PRESIDENT.
FORM 990, PART VI, SECTION B, LINE 15A RELATED ORGANIZATION IS RESPONSIBLE FOR ESTABLISHING THE COMPENSATION OF THE PRESIDENT/CEO AND THE ORGANIZATION REIMBURSES A RELATED ORGANIZATION FOR A PORTION OF THE COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION MAINTAINS A WEBSITE AT WWW.SOPHIASNOWPLACE.ORG. ON THE WEBSITE THERE ARE DIRECTIONS; PHONE NUMBERS; EMAIL ADDRESSES FOR EASE OF CONTACT.
FORM 990, PART IX, LINE 11GPURCHASED SERVICES: PROGRAM SERVICE EXPENSES 133,563. MANAGEMENT AND GENERAL EXPENSES 125,726. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 259,289. PAYROLL BOOKKEEPING FEES: PROGRAM SERVICE EXPENSES 1,097. MANAGEMENT AND GENERAL EXPENSES 1,341. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,438. PERMITS AND FILING FEES: PROGRAM SERVICE EXPENSES 390. MANAGEMENT AND GENERAL EXPENSES 477. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 867. CONSULTING: PROGRAM SERVICE EXPENSES 1,578. MANAGEMENT AND GENERAL EXPENSES 1,929. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,507.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
ROXBURY HOME FOR AGED WOMEN
1215 CENTRE STREETWEST ROXBURYMA02132042104858ASSIST MEN AND WOMEN TO AGE WITH DIGNITY BY PROVIDING HOUSING AND CAREMA501(C)(3)LINE 12B, IIN/A0
SOPHIA SNOW HOUSE INC
1215 CENTRE STREETWEST ROXBURYMA02132571144606DEVELOP AND PROVIDE HOUSING AND SUPPORTIVE SERVICES FOR DESERVING SENIORSMA501(C)(3)LINE 100ROXBURY HOME FOR AGED WOMEN
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd