2026-05-15T15:00:08-05:00 2025-06-30 872525370 CITRIN COOPERMAN ADVISORS LLC 30 BRAINTREE HL OFFICE PARK STE 300 BRAINTREE MA 02184 990 2024-07-01 571144610 SOPHIA SNOW INDEPENDENT LIVING INC SOPH 6173230373 1215 CENTRE STREET WEST ROXBURY MA 02132 JOHN DOMINO BOD FINANCE COMMITTEE CHAIR 6173230373 2026-05-15 1 1 AMANDA ADAMS P00748038 7813562000 2026-05-15 2024 2025-03-06 01:10:19Z MARILU SWETT 1215 CENTRE STREET WEST ROXBURY MA 02132 1425891 0 X WWW.SOPHIASNOWPLACE.ORG X 2002 MA DEVELOP AND PROVIDE PERMANENT HOUSING FOR DESERVING SENIORS. 4 4 0 0 0 0 447208 0 1362481 1270070 142177 155821 0 0 1951866 1425891 300000 0 0 0 0 0 0 0 0 1607087 1539875 1907087 1539875 44779 -113984 12718506 13348613 16863049 17607140 -4144543 -4258527 TO 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. 0 0 703749 1270070 OPERATES 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. 703749 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 16 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X KURT E HANSON TREASURER 6173230373 1215 CENTRE STREET ROSLINDALE MA 02131 REV RALI WEAVER CHAIR 0.80 1.60 X X 0 0 0 MARILU SWETT VICE CHAIR 0.80 1.60 X X 0 0 0 KURT E HANSON TREASURER FROM JAN 4.00 8.00 X X 0 0 0 LINDA SULKALA CLERK 0.80 1.60 X X 0 0 0 JOHN P O'LOUGHLIN TREASURER UNTIL JAN 0.80 1.60 X X 0 0 0 PATRICIA F ROGGEVEEN PRESIDENT & CEO 13.00 27.00 X 0 226034 5594 0 226034 5594 0 0 1 0 ROGERSON COMMUNITIES INC 1 FLORENCE STREET ROSLINDALE MA 02131 MANAGEMENT FEES 159051 1 BOARDING FEES 623000 1066574 1066574 NONREFUNDABLE ENTRANCE 623000 136575 136575 OTHER RESIDENT CHARGES 623000 66359 66359 562 562 1270070 155821 155821 1425891 1270070 0 155821 X 155593 70017 85576 32600 14670 17930 18609 18609 266101 136628 129473 1222 550 672 78633 36037 42596 36186 16284 19902 143466 64791 78675 149 67 82 199 90 109 409322 184195 225127 57468 25861 31607 SHARED EMPLOYEES 315438 141947 173491 MOTOR VEHICLE EXPENSE 10251 4613 5638 BAD DEBT EXPENSE 2566 2566 0 12072 5433 6639 1539875 703749 836126 0 435274 662667 3723974 4054949 28221 129508 33563 21454 15754319 7525607 8485974 8228712 11500 251323 12718506 13348613 86213 142244 25201 60438 16751635 17404458 16863049 17607140 X -4148623 -4262607 4080 4080 -4144543 -4258527 12718506 13348613 -113984 0 X 0 0 0 X 1303 135380 300000 447208 883891 1050525 1031471 1090396 1362481 1270070 5804943 1051828 1166851 1390396 1809689 1270070 6688834 125000 300000 447208 872208 47125 42703 47741 137569 125000 347125 489911 47741 1009777 5679057 11502 6001 38372 142177 155821 353873 11502 6001 38372 142177 155821 353873 50 50 1063330 1172852 1428818 1951866 1425891 7042757 0.80640 0.82160 0.05020 0.03540 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2022 AMOUNT: $ 50. 19355096 2160998 825000 20691094 17840604 2114492 600000 19355096 17048108 1400979 608483 17840604 19911714 -2273606 590000 17048108 16562828 3978886 630000 19911714 1.00000 0 1 1 14703982 6580583 8123399 1011080 905767 105313 39257 39257 0 8228712 REFUNDABLE RESIDENT ENTRANCE FEES 16389944 NON-REFUNDABLE RESIDENT ENTRANCE FEES, NET 585148 DUE TO SOPHIA SNOW HOUSE, INC. 425945 DUE TO CJL 3421 17404458 PART V, LINE 4: THE 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. 0 0 0 0 0 0 0 0 0 PATRICIA F ROGGEVEEN PRESIDENT & CEO 0 210784 0 15250 0 0 0 4542 0 1052 0 231628 0 0 PART I, LINE 3 THE 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 COMMITTEE FORM 990, PART VI, SECTION A, LINE 3 THE 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 6 THE SOLE MEMBER OF THE ORGANIZATION IS ROXBURY HOME FOR AGED WOMEN. FORM 990, PART VI, SECTION A, LINE 7A ROXBURY HOME FOR AGED WOMEN ELECTS THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE 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 15 A 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 19 THE 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 11G PURCHASED 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. ROXBURY HOME FOR AGED WOMEN 1215 CENTRE STREET WEST ROXBURY MA 02132 042104858 ASSIST MEN AND WOMEN TO AGE WITH DIGNITY BY PROVIDING HOUSING AND CARE MA 501(C)(3) LINE 12B, II N/A 0 SOPHIA SNOW HOUSE INC 1215 CENTRE STREET WEST ROXBURY MA 02132 571144606 DEVELOP AND PROVIDE HOUSING AND SUPPORTIVE SERVICES FOR DESERVING SENIORS MA 501(C)(3) LINE 10 ROXBURY HOME FOR AGED WOMEN 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0