2025-05-15T15:00:31-05:00 2024-06-30 872525370 CITRIN COOPERMAN ADVISORS LLC 500 EXCHANGE STREET SUITE 9-100 PROVIDENCE RI 02903 990 2023-07-01 571144610 SOPHIA SNOW INDEPENDENT LIVING INC SOPH 6173230373 1215 CENTRE STREET WEST ROXBURY MA 02132 PATRICIA F ROGGEVEEN PRESIDENT & CEO 6173257900 2025-05-15 1 1 AMANDA ADAMS P00748038 4014214800 2025-05-15 2023 2025-03-06 01:10:19Z REV RALI WEAVER 1215 CENTRE STREET WEST ROXBURY MA 02132 1925127 0 X WWW.SOPHIASNOWPLACE.ORG X 2002 MA DEVELOP AND PROVIDE PERMANENT HOUSING FOR DESERVING SENIORS. 8 8 0 0 0 0 300000 447208 1090396 1335742 38372 142177 50 0 1428818 1925127 0 0 0 0 0 0 0 0 0 1425030 1476452 1425030 1476452 3788 448675 12712679 12776975 16902001 16517622 -4189322 -3740647 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 692659 0 1335742 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. 692659 1 1 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 31 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X JOHN P O'LOUGHLIN TREASURER 6173230373 1215 CENTRE STREET ROSLINDALE MA 02131 PATRICIA F ROGGEVEEN PRESIDENT & CEO 8.00 32.00 X 0 195096 16331 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 JOHN P O'LOUGHLIN TREASURER 4.00 8.00 X X 0 0 0 LINDA SULKALA CLERK 0.80 1.60 X X 0 0 0 STEPHEN E FOWLER CLERK 0.80 1.60 X X 0 0 0 MAGGIE KEEFE DIRECTOR 0.80 0.00 X 0 0 0 JULIE MCVAY DIRECTOR 0.80 0.00 X 0 0 0 GERALYN KOLAKOWSKI DIRECTOR 0.80 0.00 X 0 0 0 JON APPLEGATE DIRECTOR 0.80 1.60 X 0 0 0 HELAYNE GOLDSTEIN-RAMIREZ EXECUTIVE DIRECTOR 20.00 20.00 X 0 0 0 0 195096 16331 0 0 1 0 ROGERSON COMMUNITIES 1 FLORENCE STREET ROSLINDALE MA 02131 MANAGEMENT FEES 455903 STANLEY ELEVATOR COMPANY INC 120 LELAND ST UNIT 18 FRAMINGHAM MA 01702 ELEVATOR CONTRACTOR 125713 2 447208 447208 BOARDING FEES 623000 953623 953623 NONREFUNDABLE ENTRANCE 623000 150481 150481 OTHER RESIDENT CHARGES 623000 38206 38206 SURCHARGE FEE 623000 17500 17500 MEAL INCOME 623000 15983 15983 159949 159949 1335742 142177 142177 1925127 1335742 0 142177 X 154106 69348 84758 20383 9172 11211 21451 21451 305923 137666 168257 65819 29619 36200 90395 40678 49717 111486 50169 61317 2395 1078 1317 371416 204279 167137 48881 21996 26885 SHARED EMPLOYEES 242905 109307 133598 REPAIRS AND MAINTENANCE 28083 12637 15446 LICENSES & DUES 5125 2306 2819 8084 4404 3680 1476452 692659 783793 0 115599 3018 3820074 4226159 47420 44952 9703 33563 15546311 7077028 8545894 8469283 173989 0 12712679 12776975 533828 18342 7372 71145 16360801 16428135 16902001 16517622 X -4193402 -3744727 4080 4080 -4189322 -3740647 12712679 12776975 448675 0 X 0 0 0 X 5000 1303 135380 300000 447208 888891 1064440 1050525 1031471 1090396 1335742 5572574 1069440 1051828 1166851 1390396 1782950 6461465 125000 300000 447208 872208 47125 45704 92829 125000 347125 492912 965037 5496428 40077 11502 6001 38372 142177 238129 40077 11502 6001 38372 142177 238129 50 50 1109517 1063330 1172852 1428818 1925127 6699644 0.82040 0.89540 0.03550 0.02320 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2022 AMOUNT: $ 50. 2023 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17840604 2197635 683143 19355096 17048108 1400979 608483 17840604 19911714 -2273606 590000 17048108 16562828 3978886 630000 19911714 16867423 215405 520000 16562828 1.00000 0 1 1 12886455 5822218 7064237 954548 881427 73121 1705308 373383 1331925 8469283 REFUNDABLE RESIDENT ENTRANCE FEES 15886239 NON-REFUNDABLE RESIDENT ENTRANCE FEES, NET 541896 16428135 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 195096 0 0 0 0 0 4460 0 11871 0 211427 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 AGREEMENT WITH ROGERSON COMMUNITIES ("ROGERSON"). UNDER THE TERMS OF THE AGREEMENT, ROGERSON IS RESPONSIBLE FOR MANAGING THE DAY-TO-DAY PROGRAM OPERATIONS AND BUSINESS AFFAIRS OF THE FACILITY. ROGERSON SELECTS, EMPLOYS, AND DIRECTS THE PERFORMANCE OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND ALL FACILITY PERSONNEL. DURING 2024, ROGERSON PAID COMPENSATION TO THE FOLLOWING OFFICER LISTED IN PART VII: HELAYNE GOLDSTEIN-RAMIREZ, EXECUTIVE DIRECTOR: $160,555. 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 THE EXECUTIVE DIRECTOR IS EMPLOYED THROUGH A MANAGEMENT CONTRACT WITH ROGERSON COMMUNITIES. EVALUATIONS ARE CONDUCTED BY ROGERSON'S DIRECTOR OF SENIOR LIVING. THE FINANCE COMMITTEE CONDUCTS A SURVEY OF ORGANIZATIONS SIMILAR IN SIZE AND MISSION, TAKING INTO CONSIDERATION ANY DIFFERENCES IN THE DUTIES PERFORMED BY THE VARIOUS PERSONS IN SIMILAR ROLES AT SUCH ORGANIZATIONS. THE BOARD THEN COMPARES THE RESULTS OF THE SURVEY WITH THE PERFORMANCE OF THE EXECUTIVE DIRECTOR. 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 PERMITS AND FILING FEES: PROGRAM SERVICE EXPENSES 416. MANAGEMENT AND GENERAL EXPENSES 507. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 923. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 137,250. MANAGEMENT AND GENERAL EXPENSES 167,750. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 305,000. 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 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0