SOPHIA SNOW HOUSE INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SOPHIA SNOW HOUSE INC (EIN 57-1144606)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202541359349312199
- Schema version
- 2023v6.0
- Note
- A later return for the same period supersedes this one.
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T15:00:34-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EXCHANGE STREET SUITE 9-100 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 571144606 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOPHIA SNOW HOUSE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOPH | BusinessNameControlTxt |
| Phone | 6173230373 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 CENTRE STREET | AddressLine1Txt |
| City | WEST ROXBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02132 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA F ROGGEVEEN | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6173257900 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA ADAMS | PreparerPersonNm |
| PTIN | P00748038 | PTIN |
| Phone | 4014214800 | PhoneNum |
| Preparation | 2025-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MAGGIE E KEEFE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 CENTRE STREET | AddressLine1Txt |
| City | WEST ROXBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,368,311 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SOPHIASNOWPLACE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | OPERATES A 36-UNIT LICENSED RESIDENTIAL CARE FACILITY FOR THE ELDERLY. THE RESIDENCE PROVIDES HOUSING, MEALS, ACTIVITIES AND SUPPORTIVE SERVICES FOR MEN AND WOMEN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 45 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $300,434 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,628,840 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,523,237 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,739,371 | CYProgramServiceRevenueAmt |
| PY Investment Income | $64 | PYInvestmentIncomeAmt |
| CY Investment Income | $100 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,823,735 | PYTotalRevenueAmt |
| CY Total Revenue | $4,368,311 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,331,606 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,505,278 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,507,807 | PYOtherExpensesAmt |
| CY Other Expenses | $2,090,564 | CYOtherExpensesAmt |
| PY Total Expenses | $2,839,413 | PYTotalExpensesAmt |
| CY Total Expenses | $3,595,842 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$15,678 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $772,469 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,579,912 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,585,010 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,545,073 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,777,702 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$965,161 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$192,692 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF SOPHIA SNOW HOUSE IS TO BE THE PREMIER RESIDENCE FOR MEN AND WOMEN WHO SEEK AN AFFORDABLE COMMUNITY SETTING THAT FOSTERS INDEPENDENCE WHILE PROVIDING NEEDED ASSISTANCE AND SUPPORT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,751,974 | ExpenseAmt |
| Revenue | $2,739,371 | RevenueAmt |
| Desc | OPERATES A 36 UNIT LICENSED RESIDENTIAL CARE FACILITY FOR THE ELDERLY. THE RESIDENCE PROVIDES HOUSING, MEALS, ACTIVITIES AND SUPPORTIVE SERVICES FOR MEN AND WOMEN. | Desc |
| Total Program Service Expenses | $2,751,974 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 45 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN P O'LOUGHLIN TREASURER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6173230373 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 CENTRE STREET | AddressLine1Txt |
| City | WEST ROXBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02132 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| MARGARET E KEEFE | |||||||
| CHAIR | 4.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN T DOMINO | |||||||
| VICE CHAIR | 0.80 | 0.80 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN P O'LOUGHLIN | |||||||
| TREASURER | 4.00 | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LINDA SULKALA | |||||||
| CLERK | 0.80 | 1.60 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID ELIE | |||||||
| DIRECTOR | 0.80 | 0.80 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH HANSON | |||||||
| DIRECTOR | 0.80 | 0.80 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN E HANSON | |||||||
| DIRECTOR | 0.80 | 0.80 | Yes (X) | $0 | $0 | $0 | |
| KURT HANSON | |||||||
| DIRECTOR | 0.80 | 0.80 | Yes (X) | $0 | $0 | $0 | |
| NANCY LOEB | |||||||
| DIRECTOR | 0.80 | 0.80 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA RUTHERFORD | |||||||
| DIRECTOR | 0.80 | 0.80 | Yes (X) | $0 | $0 | $0 | |
| CHARLES S SULKALA | |||||||
| DIRECTOR | 0.80 | 0.80 | Yes (X) | $0 | $0 | $0 | |
| MARILU SWETT | |||||||
| DIRECTOR | 0.80 | 1.60 | Yes (X) | $0 | $0 | $0 | |
| REV RALI WEAVER | |||||||
| DIRECTOR | 0.80 | 0.80 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA F ROGGEVEEN | |||||||
| PRESIDENT & CEO | 20.00 | 20.00 | Yes (X) | $195,096 | $0 | $16,331 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $195,096 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $16,331 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HEALTHCARE SERVICES GROUP INC | |||||
| 3220 TILLMAN DR STE 300 | BENSALEM | PA | 19020 | DINING/HOUSEKEEPING/LAUNDRY | $518,931 |
| YOUR BEST LIFE HEALTHCARE INC | |||||
| 2 WINTER STREET UNIT 404 | WALTHAM | MA | 02451 | HOMECARE SERVICES | $199,752 |
| ROGERSON COMMUNITIES | |||||
| 1 FLORENCE STREET | ROSLINDALE | MA | 02131 | MANAGEMENT FEES | $163,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,097,576 | RelatedOrganizationsAmt |
| Government Grants | $529,569 | GovernmentGrantsAmt |
| All Other Contributions | $1,695 | AllOtherContributionsAmt |
| Total Contributions | $1,628,840 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| BOARDING FEES | 623000 | $2,691,065 | $2,691,065 |
| SURCHARGE FEES | 623000 | $35,046 | $35,046 |
| RESIDENT MEALS | 623000 | $8,799 | $8,799 |
| RESIDENT HOUSEKEEPING | 623000 | $3,874 | $3,874 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $587 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $587 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,739,371 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $100 | TotalRevenueColumnAmt |
| Exclusion | $100 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,368,311 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,739,371 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $100 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,285,618 | TotalAmt |
| Program Services | $989,925 | ProgramServicesAmt |
| Management And General | $295,693 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,949 | TotalAmt |
| Program Services | $20,751 | ProgramServicesAmt |
| Management And General | $6,198 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,006 | TotalAmt |
| Program Services | $73,155 | ProgramServicesAmt |
| Management And General | $21,851 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,705 | TotalAmt |
| Program Services | $75,233 | ProgramServicesAmt |
| Management And General | $22,472 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,630 | TotalAmt |
| Program Services | $95,195 | ProgramServicesAmt |
| Management And General | $28,435 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,853 | TotalAmt |
| Program Services | $22,987 | ProgramServicesAmt |
| Management And General | $6,866 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,236 | TotalAmt |
| Management And General | $33,236 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $732,793 | TotalAmt |
| Program Services | $553,108 | ProgramServicesAmt |
| Management And General | $179,685 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,457 | TotalAmt |
| Program Services | $68,881 | ProgramServicesAmt |
| Management And General | $20,576 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,178 | TotalAmt |
| Program Services | $64,816 | ProgramServicesAmt |
| Management And General | $19,362 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,039 | TotalAmt |
| Program Services | $63,170 | ProgramServicesAmt |
| Management And General | $18,869 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,549 | TotalAmt |
| Program Services | $6,583 | ProgramServicesAmt |
| Management And General | $1,966 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,360 | TotalAmt |
| Management And General | $130,360 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,139 | TotalAmt |
| Program Services | $120,998 | ProgramServicesAmt |
| Management And General | $36,141 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,881 | TotalAmt |
| Program Services | $37,639 | ProgramServicesAmt |
| Management And General | $11,242 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD | $506,085 | $506,085 | |
| REPAIRS & MAINTENANCE | $21,106 | $16,252 | $4,854 |
| BAD DEBTS | $16,913 | $16,913 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,345 | TotalAmt |
| Program Services | $20,283 | ProgramServicesAmt |
| Management And General | $6,062 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,595,842 | TotalAmt |
| Program Services | $2,751,974 | ProgramServicesAmt |
| Management And General | $843,868 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,635 | BOYAmt |
| EOY | $149,082 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,308 | BOYAmt |
| EOY | $227,635 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,680 | BOYAmt |
| EOY | $33,563 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,261,279 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,086,549 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,239,406 | BOYAmt |
| EOY | $3,174,730 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,883 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,579,912 | BOYAmt |
| EOY | $3,585,010 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,916 | BOYAmt |
| EOY | $124,763 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,073 | BOYAmt |
| EOY | $95,689 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,729,378 | BOYAmt |
| EOY | $3,557,250 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $595,706 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,545,073 | BOYAmt |
| EOY | $3,777,702 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$966,161 | BOYAmt |
| EOY | -$193,692 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $1,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$965,161 | BOYAmt |
| EOY | -$192,692 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,579,912 | BOYAmt |
| EOY | $3,585,010 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $772,469 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $460,115 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $400,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $366,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $300,434 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,628,840 | CurrentTaxYearAmt |
| Total | $3,155,539 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,157,989 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,127,546 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,230,927 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,523,237 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,739,371 | CurrentTaxYearAmt |
| Total | $11,779,070 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,618,104 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,527,546 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,597,077 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,823,671 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,368,211 | CurrentTaxYearAmt |
| Total | $14,934,609 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $460,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $400,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $365,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $200,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,097,576 | CurrentTaxYearAmt |
| Total | $2,522,576 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,428,718 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,428,718 | CurrentTaxYearAmt |
| Total | $2,857,436 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $460,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $400,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $365,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,628,718 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,526,294 | CurrentTaxYearAmt |
| Total | $5,380,012 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $9,554,597 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,360 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $386 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100 | CurrentTaxYearAmt |
| Total | $5,951 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,360 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $386 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100 | CurrentTaxYearAmt |
| Total | $5,951 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,623,464 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,527,932 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,597,118 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,823,735 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,368,311 | CurrentTaxYearAmt |
| Total | $14,940,560 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.63950 | PublicSupportCY509Pct |
| Public Support PY509 | 0.75190 | PublicSupportPY509Pct |
| Investment Income CY | 0.00040 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00060 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,840,604 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,197,635 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $683,143 | OtherExpendituresAmt |
| End Year Balance | $19,355,096 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,048,108 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,400,979 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $608,483 | OtherExpendituresAmt |
| End Year Balance | $17,840,604 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,911,714 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$2,273,606 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $590,000 | OtherExpendituresAmt |
| End Year Balance | $17,048,108 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,562,828 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,978,886 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $630,000 | OtherExpendituresAmt |
| End Year Balance | $19,911,714 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,867,423 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $215,405 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $520,000 | OtherExpendituresAmt |
| End Year Balance | $16,562,828 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,230,161 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,779,966 | DepreciationAmt |
| Book Value | $2,450,195 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $908,324 | OtherCostOrOtherBasisAmt |
| Depreciation | $895,594 | DepreciationAmt |
| Book Value | $12,730 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,122,794 | OtherCostOrOtherBasisAmt |
| Depreciation | $410,989 | DepreciationAmt |
| Book Value | $711,805 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,174,730 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA F ROGGEVEEN | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $195,096 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $4,460 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $11,871 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $211,427 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | 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 | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| Bond Issued | 2014-09-15 | BondIssuedDt |
| Issue Price | $5,119,159 | IssuePriceAmt |
| Purpose | TO REFUND PRIOR BOND PROCEEDS USED TO CONSTRUCT RESIDENTIAL CARE UNITS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,489,004 | RetiredAmt |
| Total Proceeds | $5,119,159 | TotalProceedsAmt |
| Other Spent Proceeds | $5,119,159 | OtherSpentProceedsAmt |
| Substantial Completion | 2006 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | CHARLES SULKALA AND LINDA SULKALA HAVE A FAMILY RELATIONSHIP. BETTY HANSON, JONATHAN HANSON, AND KURT HANSON HAVE A FAMILY RELATIONSHIP. |
| 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 BOARD MEMBERS 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. ALTHOUGH THIS ORGANIZATION IS THE EMPLOYER OF RECORD OF THE PRESIDENT/CEO, A RELATED ORGANIZATION IS RESPONSIBLE FOR ESTABLISHING THE COMPENSATION OF THE PRESIDENT/CEO AND REIMBURSES THE ORGANIZATION FOR 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 | CONSULTING: PROGRAM SERVICE EXPENSES 346. MANAGEMENT AND GENERAL EXPENSES 14,573. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,919. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 552,762. MANAGEMENT AND GENERAL EXPENSES 165,112. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 717,874. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 INDEPENDENT LIVING INC | |||||||||||
| 1215 CENTRE STREET | WEST ROXBURY | MA | 02132 | 571144610 | DEVELOP AND PROVIDE HOUSING AND SUPPORTIVE SERVICES FOR DESERVING SENIORS | MA | 501(C)(3) | LINE 10 | 0 | ROXBURY HOME FOR AGED WOMEN INC | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |