2020-11-16T12:58:34-06:00 2019-12-31 221478099 COHNREZNICK LLP 500 EAST PRATT STREET 4TH FLOOR BALTIMORE MD 21202 990 2019-01-01 043290572 ROGERSON HOUSE INC ROGE 6173632300 ONE FLORENCE STREET BOSTON MA 02131 JOHN E CUPPLES PRESIDENT 6173632300 2020-11-10 1 PHILIP H CORNBLATT P00252478 4107834900 2020-11-09 209.59.242.22 2020-11-10 12:43:29 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 A6BCEEC5281954A027118F02B3DBBBF79E51C833 2019 2021-01-29 14:40:06Z JOHN E CUPPLES ONE FLORENCE STREET BOSTON MA 02131 6529265 0 X WWW.ROGERSONHOUSE.ORG X 1995 MA ACQUIRING, REHABILITATING AND OPERATING AN ASSISTED LIVING RESIDENCE FOR PERSONS WITH ALZHEIMER'S DISEASE AND/OR RELATED MEMORY DISORDERS. 4 4 0 0 0 0 85970 45585 5756671 6464334 3944 11776 6260 7570 5852845 6529265 0 0 0 0 0 0 0 0 0 5659546 5899622 5659546 5899622 193299 629643 8599111 9274137 9784375 9551108 -1185264 -276971 X ACQUIRING, REHABILITATING AND OPERATING AN ASSISTED LIVING RESIDENCE FOR PERSONS WITH ALZHEIMER'S DISEASE AND/OR RELATED MEMORY DISORDERS. 0 0 5160488 6471904 ROGERSON HOUSE, INC. (THE ORGANIZATION") WAS ORGANIZED AS A MASSACHUSETTS NONPROFIT ORGANIZATION IN NOVEMBER 1995 FOR THE PURPOSE OF ACQUIRING, REHABILITATING AND OPERATING AN ASSISTED LIVING RESIDENCE FOR PERSONS WITH ALZHEIMER'S DISEASE AND/OR RELATED MEMORY DISORDERS. THE FACILITY CONSISTS OF 66 UNITS LOCATED IN JAMAICA PLAIN, MASSACHUSETTS 5160488 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 21 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 MA X NATALYA LESHCHINER 6174695800 ONE FLORENCE STREET BOSTON MA 02131 X CAROLYN CORCORAN CLERK 5.00 X X 0 0 0 JOHN E CUPPLES CHAIR PERSON 5.00 1.00 X X 0 0 0 PATRICIA HILLMAN TREASURER 5.00 1.00 X X 0 0 0 THERESA FITZGERALD BOARD MEMBER 5.00 X 0 0 0 0 0 0 0 0 0 0 ROGERSON COMMUNITIES INC ONE FLORENCE STREET BOSTON MA 02131 PAYROLL 3323624 ROGERSON COMMUNITIES INC ONE FLORENCE STREET BOSTON MA 02131 MANAGEMENT 826818 WALKER & WALKER 7240 BROOKLYN BLVD 210 BROOKLYN PARK MN 55429 FINANCIAL SERVICE 581010 HERITAGE HEALTHCARE 1727 AMSTERDAM AVENUE NEW YORK NY 10031 ENVIRONMENTAL SERVICE 177527 4 45585 45585 RENTAL INCOME 623311 6464334 6464334 6464334 3626 3626 8150 0 8150 8150 8150 MISCELLANEOUS INCOME 623311 7570 7570 7570 6529265 6471904 0 11776 3961579 3245185 716394 2003 2003 22740 22740 15750 15750 31575 31575 64380 64380 556610 556610 787 787 2213 2213 293755 293755 317842 317842 179131 179131 PROGRAM SERVICE EXP 329523 329523 SUPPLIES 80791 80791 ADMINISTRATIVE 23458 23458 STAFF APPRECIATION 15330 15330 2155 2155 5899622 5160488 739134 0 148118 185926 1427819 1960211 82571 131921 11976545 6312114 5766681 5664431 1173922 1331648 8599111 9274137 148480 132 125326 132944 7834741 7698092 1675828 1719940 9784375 9551108 X -2277940 -1636718 1092676 1359747 -1185264 -276971 8599111 9274137 629643 278650 0 X 0 1 X 0 1 1 X 973475 60368 36450 85970 45585 1201848 5673693 5793585 5325427 5756671 6464334 29013710 6647168 5853953 5361877 5842641 6509919 30215558 0 0 0 30215558 1298 1143 1583 3944 3626 11594 1298 1143 1583 3944 3626 11594 9530 13604 21537 6260 7570 58501 6657996 5868700 5384997 5852845 6521115 30285653 0.99770 0.99760 0.00040 0.00040 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2015 AMOUNT: $ 9,530. 2016 AMOUNT: $ 13,604. 2017 AMOUNT: $ 21,537. 2018 AMOUNT: $ 6,260. 2019 AMOUNT: $ 7,570. 24972 24972 24640 24640 24300 24300 46451 22151 24300 46451 46451 0.19910 0.80090 0 0 729102 729102 10125673 5353595 4772078 1030778 867527 163251 90992 90992 0 5664431 OTHER ESCROW 158554 RESERVE FOR REPLACEMENTS 595957 ENDOWMENT 24972 DEPOSITS 552165 1331648 DUE TO ROGERSON COMMUNITIES 1081447 MISCELLANEOUS ACCRUED EXPENSES 175011 TENANT SECURITY DEPOSIT 463482 1719940 X 6807915 278650 278650 6529265 0 6529265 5899622 0 5899622 0 5899622 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 ENDOWMENT IS USED TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION HAS APPLIED FOR AND RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS"), DATED AUGUST 19, 1996, TO BE TREATED AS A TAX-EXEMPT ENTITY PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE ORGANIZATION DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2019. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. 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 FINANCIAL STATEMENTS. MANAGEMENT DOES NOT BELIEVE ITS EVALUATION OF TAX POSITIONS WILL SIGNIFICANTLY CHANGE WITHIN 12 MONTHS OF DECEMBER 31, 2019. 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, 2016, 2017 & 2018. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATES MANAGEMENT RESPONSIBILITIES TO ROGERSON COMMUNITIES, INC., A 501(C)(3) ORGANIZATION PROPERTY MANAGEMENT COMPANY. 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 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. ROGERSON COMMUNITIES INC ONE FLORENCE STREET BOSTON MA 02131 042104319 LOW INCOME HOUSING MA 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 ROGERSON COMMUNITIES INC M 3323624 PAYROLL ROGERSON COMMUNITIES INC M 826818 MANAGEMENT