2022-11-15T11:00:04-06:00 2021-12-31 221478099 COHNREZNICK LLP 500 EAST PRATT STREET 4TH FLOOR BALTIMORE MD 21202 990 2021-01-01 042104319 ROGERSON COMMUNITIES INC ROGE 6174695800 ONE FLORENCE STREET BOSTON MA 02131 WALTER RAMOS PRESIDENT 6174695800 2022-11-11 1 WALTER RAMOS 999009999 PHILIP H CORNBLATT P00252478 4107834900 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z WALTER J RAMOS ONE FLORENCE STREET BOSTON MA 02131 12856593 0 X ROGERSON.ORG X 1960 MA PROVIDE RESIDENTIAL, RECREATIONAL, HEALTH SERVICES AND DAY CARE FACILITIES FOR, AND TO OTHERWISE ASSIST, ELDERLY OR LOW INCOME MEN AND WOMEN. 17 17 265 0 0 0 1398458 3251601 6124086 6592281 262265 471144 43235 22456 7828044 10337482 0 0 0 0 5957518 6637805 0 0 411143 1604089 2672235 7561607 9310040 266437 1027442 41817463 47463639 3811593 4725400 38005870 42738239 PROVIDE RESIDENTIAL, RECREATIONAL, HEALTH SERVICES AND DAY CARE FACILITIES FOR, AND TO OTHERWISE ASSIST, ELDERLY OR LOW INCOME MEN AND WOMEN. 0 0 5407802 6621772 THE ORGANIZATION PROVIDES INNOVATIVE, ACCESSIBLE AND AFFORDABLE HOUSING, AND SERVICES FOR ELDERS, PERSONS WITH DISABILITIES AND LOW INCOME INDIVIDUALS AND FAMILIES IN BOSTON, MASSACHUSETTS AND SURROUNDING COMMUNITIES. THE ORGANIZATIONS MAIN PROGRAM AREAS INCLUDE: ADULT DAY HEALTH PROGRAMS; HOUSING MANAGEMENT WITH RESIDENTIAL SUPPORT SERVICES; AND HOUSING DEVELOPMENT. IN ADDITION, ROGERSON COMMUNITIES, INC. HELPS NEIGHBORHOODS TO REVITALIZE, DIVERSIFY AND JOIN TOGETHER TO ADDRESS COMMON PROBLEMS. 5407802 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 15 0 1 265 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA X NATALYA LESHCHINER 6174695800 ONE FLORENCE STREET BOSTON MA 02131 PHILLIP W JOHNSTON DIRECTOR 1.00 X 0 0 0 MARY R JEKA ESQ DIRECTOR 1.00 X 0 0 0 CYNTHIA M CONNELLY DIRECTOR 1.00 X 0 0 0 BRENT A BERC DIRECTOR 1.00 X 0 0 0 GEORGE B BENNETT DIRECTOR 1.00 X 0 0 0 CHARLIE A BAKER III DIRECTOR 1.00 X 0 0 0 JAMES MACKEY TREASURER 1.00 X X 0 0 0 LLOYD C DAHMEN DIRECTOR 1.00 X 0 0 0 SARAH ACER ALLEN DIRECTOR 1.00 X 0 0 0 OGDEN M HUNNEWELL DIRECTOR 1.00 X 0 0 0 KARLA TODD BARRETT VICE-CHAIR 1.00 X X 0 0 0 JOHN L HALL II VICE CHAIR 1.00 X X 0 0 0 JOHN E CUPPLES DIRECTOR 1.00 2.00 X 0 0 0 PATRICIA HILLMAN DIRECTOR 1.00 2.00 X 0 0 0 DR MARTIN J WILLIAMS DIRECTOR 1.00 X 0 0 0 BRIT J D'ARBELOFF CHAIR 1.00 X X 0 0 0 ALISHA COLLINS DIRECTOR 1.00 X 0 0 0 PETRUS VAN KALKEREN CHIEF ADMIN OFFICER 40.00 X 203000 0 36606 WALTER RAMOS PRESIDENT 40.00 X 477592 0 51095 COURTNEY BARTH VICE PRESIDENT - ADVANCEMENT 40.00 X 174126 0 42379 NATALYA LESHCHINER CHIEF FINANCIAL OFFICER 40.00 X 200105 0 41513 LAURIE TRILLING CHIEF OPERATING OFFICER 40.00 X 220421 0 48308 1275244 0 219901 5 0 1 0 COHNREZNICK LLP 500 EAST PRATT STREET 4TH FLOOR BALTIMORE MD 21202 ACCOUNTING & CONSULTING 116517 1 100 2191927 1059574 3251601 MANAGEMENT FEES 532000 4071377 4071377 ADULT DAY PROGRAMS 532000 2075289 2075289 CONSULTING FEES 532000 269455 269455 INTEREST ON NOTES RECEIVABLE 532000 120360 120360 RENTAL INCOME 532000 55800 55800 6592281 192798 192798 2790422 2512076 278346 278346 278346 0 303057 7035 -7035 -7035 MISCELLANEOUS INCOME 900000 29491 29491 29491 10337482 6621772 0 464109 5231762 3392578 1604990 234194 165451 98837 57977 8637 878854 383963 421474 73417 361738 238089 107618 16031 62278 62278 111325 27125 84200 58968 58968 152819 32415 120404 42910 42910 99112 24307 70216 4589 680369 31438 643204 5727 155873 123929 31944 12698 6006 6453 239 3858 1205 2440 213 28931 28931 281820 244961 31273 5586 64624 40612 24012 REPAIRS & MAINTENANCE 486192 486192 0 FOOD 123826 118341 5485 0 OTHER EXPENSES 116065 22668 86318 7079 CONTRACT TRANSPORTATION 100947 100947 89620 34189 55431 9310040 5407802 3491095 411143 4473019 7062428 263385 126500 4880153 4183616 10377589 10377589 103393 105610 7012308 4766695 2488920 2245613 13396659 16630517 5834345 6731766 41817463 47463639 851977 1692284 44933 309542 4540 4540 2874670 2662860 35473 56174 3811593 4725400 X 23962546 27035671 14043324 15702568 38005870 42738239 41817463 47463639 1027442 2779513 925414 0 X X 0 1 X 1 0 X 1900404 1688533 1808120 1398458 3251601 10047116 6930493 6788261 7288429 6124086 6592281 33723550 8830897 8476794 9096549 7522544 9843882 43770666 257008 736181 1247913 197281 229776 2668159 0 257008 736181 1247913 197281 229776 2668159 41102507 156636 185746 220931 209523 192798 965634 156636 185746 220931 209523 192798 965634 68934 25375 15719 80008 29491 219527 9056467 8687915 9333199 7812075 10066171 44955827 0.91430 0.91630 0.02150 0.01960 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2017 AMOUNT: $ 68,934. 2018 AMOUNT: $ 25,375. 2019 AMOUNT: $ 15,719. 2020 AMOUNT: $ 80,008. 2021 AMOUNT: $ 29,491. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 7961100 1928756 60379 9829477 6940306 19596 1038749 37551 7961100 5525123 1530163 114980 6940306 5583639 -11479 47037 5525123 4716086 895869 28316 5583639 0.14680 0.83520 0.01800 0 0 40000 40000 5078908 3194053 1884855 42745 24963 17782 1850655 1547679 302976 2245613 DUE FROM AFFILIATE 38831 INTEREST RECEIVABLE 1013647 INVESTMENTS IN AND ADVANCES TO UNCONSOLIDATED ENTITIES 5679288 6731766 DEPOSIT LIABILITY 32000 DUE TO AFFILIATES 24174 56174 X PART IV, LINE 2B: ROGERSON COMMUNITIES, INC. RAISES FUNDS ON BEHALF OF OTHER NON-PROFIT ORGANIZATIONS WHICH PRIMARILY OPERATE AFFORDABLE RENTAL HOUSING PROPERTIES. THE FUNDS ARE TO BE UTILIZED BY THE BENEFICIARIES FOR EITHER CAPITAL IMPROVEMENT PROJECTS, OR TO PROVIDE WORKING CAPITAL, OR FUNDS FOR SUPPORTABLE SERVICE PROGRAMS. PART V, LINE 4: THE ORGANIZATION INTENDS TO USE THE ENDOWMENT FUNDS IN ACCORDANCE WITH THE DONOR IMPOSED RESTRICTIONS PLACED ON THOSE FUNDS. THE INVESTMENT INCOME GENERATED FROM THE ENDOWMWNT IS USED TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. PART X, LINE 2: ROGERSON COMMUNITIES, INC. AND 419 WALNUT, INC. ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO EACH ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. ROGERSON COMMUNITIES, INC. AND 419 WALNUT, INC. HAD NO UNRELATED BUSINESS INCOME FOR 2021. IN ADDITION, THE ORGANIZATIONS QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAVE BEEN CLASSIFIED AS ORGANIZATIONS OTHER THAN PRIVATE FOUNDATIONS UNDER SECTION 509(A)(2). MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT DOES NOT BELIEVE ITS EVALUATION OF TAX POSITIONS WILL SIGNIFICANTLY CHANGE WITHIN 12 MONTHS OF DECEMBER 31, 2021. ANY CHANGES IN TAX POSITIONS WILL BE RECORDED WHEN THE ULTIMATE OUTCOME BECOMES KNOWN. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES GENERALLY FOR THE YEARS ENDED DECEMBER 31, 2018 THROUGH DECEMBER 31, 2021. WELCOME HOME 303057 303057 7035 303057 303057 7035 7035 -7035 X X X X X X 0 0 0 0 0 0 0 0 0 WALTER RAMOS PRESIDENT 368205 0 45000 0 64387 0 15679 0 35416 0 528687 0 0 0 LAURIE TRILLING CHIEF OPERATING OFFICER 186344 0 12000 0 22077 0 14681 0 33627 0 268729 0 0 0 NATALYA LESHCHINER CHIEF FINANCIAL OFFICER 169118 0 12000 0 18987 0 3863 0 37650 0 241618 0 0 0 PETRUS VAN KALKEREN CHIEF ADMIN OFFICER 171849 0 12000 0 19151 0 7663 0 28943 0 239606 0 0 0 COURTNEY BARTH VICE PRESIDENT - ADVANCEMENT 146595 0 12000 0 15531 0 10575 0 31804 0 216505 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B ONE OF THE OFFICERS OR DIRECTORS SIGNS THE FORM 990 AFTER IT IS REVIEWED BY THE TREASURER. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE ORGANIZATION HAS MEMBERS FILL OUT A CONFLICT OF INTEREST FORM. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF ROGERSON COMMUNITIES HAS DELEGATED NEGOTIATION OF THE PRESIDENT'S COMPENSATION PACKAGE BY THE COMPENSATION COMMITTEE. AN INDEPENDENT SURVEY OF SIMILAR ORGANIZATIONS IN NEW ENGLAND WILL ALSO BE CONDUCTED PERIODICALLY BY AN INDEPENDENT CONSULTING FIRM. THE DECISIONS FROM THIS PROCESS BY THE COMPENSATION COMMITTEE AND INDEPENDENT SOURCES IS THEN PRESENTED IN FRONT OF THE FULL BOARD FOR REVIEW AND APPROVAL. THE PRESIDENT DECIDES FOR REVIEW AND PERFORMANCE MEASURES OF EACH VP ON AN ANNUAL BASIS. INDEPENDENT VARIABLES SUCH AS PERIODIC SURVEYS OF SIMILAR ORGANIZATIONS AND OTHER BROAD PARAMETERS ARE ALSO HEAVILY WEIGHTED FOR OFFICERS REVIEW AND COMPENSATION CONSIDERATIONS. 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 AT THE ORGANIZATION'S OFFICE. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AS WELL AS THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED DURING THE YEAR. ROGERSON HOUSE 1 FLORENCE STREET BOSTON MA 02131 043290572 LOW INCOME HOUSING MA 501(C)(3) LINE 10 ROGERSON COMMUNITY 1 ROSLINDALE SENIOR HOUSING CORPORATION 1 FLORENCE STREET BOSTON MA 02131 222473069 LOW INCOME HOUSING MA 501(C)(3) LINE 10 ROGERSON COMMUNITY 1 419 WALNUT INC 1 FLORENCE STREET BOSTON MA 02131 271087138 LOW INCOME HOUSING MA 501(C)(3) LINE 10 ROGERSON COMMUNITY 1 BEACON HOUSE ROGERSON LP ONE FLORENCE STREET BOSTON MA 02131 465150183 RESIDENTIAL HOUSING MA N/A 0 0 BEACON HOUSE CORPORATION ONE FLORENCE STREET BOSTON MA 02131 042767006 RESIDENTIAL HOUSING MA ROGERSON COMMUNITY C 1427 11593 1.00000 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 419 WALNUT INC Q 76291 COST 419 WALNUT INC D 6403 COST 419 WALNUT INC L 32023 COST BEACON HOUSE ROGERSON LIMITED PARTNERSHIP L 8715 COST BEACON HOUSE ROGERSON LIMITED PARTNERSHIP L 138486 COST BEACON HOUSE ROGERSON LIMITED PARTNERSHIP L 475019 COST ROGERSON HOUSE INC D 1061447 COST ROGERSON HOUSE INC L 263858 COST ROGERSON HOUSE INC D 20000 COST ROGERSON HOUSE INC L 303862 COST ROGERSON HOUSE INC L 3058632 COST ROSLINDALE SENIOR HOUSING CORPORATION D 282694 COST ROSLINDALE SENIOR HOUSING CORPORATION L 38501 COST