2025-05-15T15:00:34-05:00 2024-06-30 872525370 CITRIN COOPERMAN ADVISORS LLC 500 EXCHANGE STREET SUITE 9-100 PROVIDENCE RI 02903 990 2023-07-01 571144606 SOPHIA SNOW HOUSE 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 MAGGIE E KEEFE 1215 CENTRE STREET WEST ROXBURY MA 02132 4368311 0 X WWW.SOPHIASNOWPLACE.ORG X 2002 MA OPERATES A 36-UNIT LICENSED RESIDENTIAL CARE FACILITY FOR THE ELDERLY. THE RESIDENCE PROVIDES HOUSING, MEALS, ACTIVITIES AND SUPPORTIVE SERVICES FOR MEN AND WOMEN. 13 13 45 0 0 0 300434 1628840 2523237 2739371 64 100 0 0 2823735 4368311 0 0 0 0 1331606 1505278 0 0 0 1507807 2090564 2839413 3595842 -15678 772469 3579912 3585010 4545073 3777702 -965161 -192692 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. 0 0 2751974 2739371 OPERATES A 36 UNIT LICENSED RESIDENTIAL CARE FACILITY FOR THE ELDERLY. THE RESIDENCE PROVIDES HOUSING, MEALS, ACTIVITIES AND SUPPORTIVE SERVICES FOR MEN AND WOMEN. 2751974 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 33 0 1 45 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 1 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 WEST ROXBURY MA 02132 MARGARET E KEEFE CHAIR 4.00 4.00 X X 0 0 0 JOHN T DOMINO VICE CHAIR 0.80 0.80 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 DAVID ELIE DIRECTOR 0.80 0.80 X 0 0 0 ELIZABETH HANSON DIRECTOR 0.80 0.80 X 0 0 0 JONATHAN E HANSON DIRECTOR 0.80 0.80 X 0 0 0 KURT HANSON DIRECTOR 0.80 0.80 X 0 0 0 NANCY LOEB DIRECTOR 0.80 0.80 X 0 0 0 PATRICIA RUTHERFORD DIRECTOR 0.80 0.80 X 0 0 0 CHARLES S SULKALA DIRECTOR 0.80 0.80 X 0 0 0 MARILU SWETT DIRECTOR 0.80 1.60 X 0 0 0 REV RALI WEAVER DIRECTOR 0.80 0.80 X 0 0 0 PATRICIA F ROGGEVEEN PRESIDENT & CEO 20.00 20.00 X 195096 0 16331 195096 0 16331 1 0 1 0 HEALTHCARE SERVICES GROUP INC 3220 TILLMAN DR STE 300 BENSALEM PA 19020 DINING/HOUSEKEEPING/LAUNDRY 518931 YOUR BEST LIFE HEALTHCARE INC 2 WINTER STREET UNIT 404 WALTHAM MA 02451 HOMECARE SERVICES 199752 ROGERSON COMMUNITIES 1 FLORENCE STREET ROSLINDALE MA 02131 MANAGEMENT FEES 163950 3 1097576 529569 1695 1628840 BOARDING FEES 623000 2691065 2691065 SURCHARGE FEES 623000 35046 35046 RESIDENT MEALS 623000 8799 8799 RESIDENT HOUSEKEEPING 623000 3874 3874 587 587 2739371 100 100 4368311 2739371 0 100 X 1285618 989925 295693 26949 20751 6198 95006 73155 21851 97705 75233 22472 123630 95195 28435 29853 22987 6866 33236 33236 732793 553108 179685 89457 68881 20576 84178 64816 19362 82039 63170 18869 8549 6583 1966 130360 130360 157139 120998 36141 48881 37639 11242 FOOD 506085 506085 REPAIRS & MAINTENANCE 21106 16252 4854 BAD DEBTS 16913 16913 26345 20283 6062 3595842 2751974 843868 0 267635 149082 33308 227635 9680 33563 7261279 4086549 3239406 3174730 29883 0 3579912 3585010 201916 124763 18073 95689 3729378 3557250 595706 0 4545073 3777702 X -966161 -193692 1000 1000 -965161 -192692 3579912 3585010 772469 0 X 0 0 0 X 460115 400000 366150 300434 1628840 3155539 2157989 2127546 2230927 2523237 2739371 11779070 2618104 2527546 2597077 2823671 4368211 14934609 460000 400000 365000 200000 1097576 2522576 1428718 1428718 2857436 460000 400000 365000 1628718 2526294 5380012 9554597 5360 386 41 64 100 5951 5360 386 41 64 100 5951 2623464 2527932 2597118 2823735 4368311 14940560 0.63950 0.75190 0.00040 0.00060 X 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 5230161 2779966 2450195 908324 895594 12730 1122794 410989 711805 3174730 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 195096 0 0 0 0 0 4460 0 11871 0 211427 0 0 0 PART I, LINE 1A 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 A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2014-09-15 5119159 TO REFUND PRIOR BOND PROCEEDS USED TO CONSTRUCT RESIDENTIAL CARE UNITS 0 0 0 A 1489004 5119159 5119159 2006 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 0 0 0 0 A 0 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. 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 ROXBURY HOME FOR AGED WOMEN INC 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0