2025-11-14T05:00:35-06:00 2024-12-31 333709623 COHNREZNICK ADVISORY LLC 500 EAST PRATT STREET 4TH FLOOR BALTIMORE MD 21202 990 2024-01-01 042104319 ROGERSON COMMUNITIES INC ROGE 6174695800 ONE FLORENCE STREET BOSTON MA 02131 NATALYA LESCHINER CFO 6174695800 2025-11-11 1 1 LORI ROTHE YOKOBOSKY P01273422 4107834900 2025-11-11 2024 2025-03-06 01:10:19Z WALTER J RAMOS ONE FLORENCE STREET BOSTON MA 02131 15757324 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 17 301 17 0 0 1494615 3518734 10194929 9028302 950374 1965036 33302 -352581 12673220 14159491 0 0 0 0 8194215 8924478 0 0 724534 2941284 2958478 11135499 11882956 1537721 2276535 45887749 48861798 2142345 2386925 43745404 46474873 PROVIDE RESIDENTIAL, RECREATIONAL, HEALTH SERVICES AND DAY CARE FACILITIES FOR, AND TO OTHERWISE ASSIST, ELDERLY OR LOW INCOME MEN AND WOMEN. 0 0 5662719 9094025 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. 5662719 1 1 0 0 0 0 0 0 1 1 1 0 1 0 1 1 1 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 1 0 0 1 54 0 1 301 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 BRIT J D'ARBELOFF DIRECTOR 1.00 X 0 0 0 JOHN E CUPPLES DIRECTOR 1.00 8.00 X 0 0 0 JOHN L HALL II VICE-CHAIR 1.00 X X 0 0 0 OGDEN M HUNNEWELL DIRECTOR 1.00 X 0 0 0 SARAH ACER ALLEN DIRECTOR 1.00 8.00 X 0 0 0 JAMES MACKEY TREASURER 1.00 X X 0 0 0 CHARLIE A BAKER III DIRECTOR 1.00 X 0 0 0 GEORGE B BENNETT DIRECTOR 1.00 X 0 0 0 BRENT A BERC DIRECTOR 1.00 X 0 0 0 CYNTHIA M CONNELY DIRECTOR 1.00 X 0 0 0 MARY R JEKA ESQ CHAIR 1.00 X 0 0 0 PHILLIP W JOHNSTON DIRECTOR 1.00 X 0 0 0 DR MARTIN J WILLIAMS DIRECTOR 1.00 X 0 0 0 DARLENE BOVIAK CLERK 1.00 X X 0 0 0 PETER ZANE VICE-CHAIR 1.00 X X 0 0 0 GARY P KEARNEY MD FACS DIRECTOR 1.00 X 0 0 0 DR BARBARA J MCNEIL MD DIRECTOR 1.00 X 0 0 0 DAVID PIA CHIEF ADMINISTRATIVE OFFICER 40.00 X X 266495 0 19022 WALTER RAMOS PRESIDENT 40.00 4.00 X 641527 0 32178 PETRUS VAN KALKEREN CHIEF OPERATING OFFICER 40.00 X 277678 0 20608 NATALYA LESHCHINER CHIEF FINANCIAL OFFICER 40.00 5.00 X 264843 0 28225 LAURIE TRILLING SENIOR VP OF AFFORDABLE HOUSING 40.00 X 272516 0 25445 KENNETH CRISAFULLI VP - REAL ESTATE CONSTRUCTION AND DESIGN 40.00 X 201286 0 32281 BOB SHERBURNE VP OF ADVANCEMENT 40.00 X 132808 0 1009 2057153 0 158768 7 0 1 0 AJ WILLIAMS EVENTS 20 PARK PLAZA SUITE 416 BOSTON MA 02116 EVENT PLANNING 300268 COHNREZNICK LLP 500 EAST PRATT STREET 4TH FLOOR BALTIMORE MD 21202 ACCOUNTING & CONSULTING 110000 2 129784 1500000 1888950 3518734 MANAGEMENT FEES 532000 3575644 3575644 ADULT DAY PROGRAMS 532000 2980218 2980218 DEVELOPMENT FEES 532000 1124563 1124563 INVESTMENT IN BEACON HOUSE ROGERS 532000 970300 970300 CONSULTING FEES 532000 283744 283744 93833 93833 9028302 470441 470441 2674124 1179529 1494595 1494595 1494595 0 129784 418304 -418304 -418304 65723 65723 65723 14159491 9094025 0 1546732 1574669 823246 664618 86805 6044648 3180830 2534616 329202 140732 66486 65109 9137 657620 310676 304246 42698 506809 149059 348322 9428 106942 106942 99524 99524 95206 95206 312883 26543 286340 58010 58010 108700 14170 94530 665461 526951 138510 94245 94245 37171 37171 26548 26548 25220 25220 206092 124875 69690 11527 156507 104385 52122 REPAIRS & MAINTENANCE 346452 346452 FOOD 165019 165019 BAD DEBTS 95301 95301 CONTRACT TRANSPORTATION 80923 80923 278274 80509 100538 97227 11882956 5662719 5495703 724534 3561137 1632870 704636 412000 46000 4485897 3249809 10377589 10377589 163422 44280 8520810 5479683 1832425 3041127 16208622 19471220 7477769 7883657 1368888 2410610 45887749 48861798 1358182 1147922 142917 86764 1000 56153 616072 596086 24174 500000 2142345 2386925 X 34000227 26615585 9745177 19859288 43745404 46474873 45887749 48861798 2276535 1604203 -1151269 0 X 0 1 X 1 0 X 1398458 3251601 3445286 1494615 3518734 13108694 6124086 6592281 7853114 10194929 9028302 39792712 7522544 9843882 11298400 11689544 12547036 52901406 197281 229776 301709 233691 139037 1101494 0 197281 229776 301709 233691 139037 1101494 51799912 209523 192798 221872 274592 470441 1369226 209523 192798 221872 274592 470441 1369226 80008 29491 33302 65723 208524 7812075 10066171 11520272 11997438 13083200 54479156 0.95080 0.93120 0.02510 0.02210 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 80,008. 2021 AMOUNT: $ 29,491. 2023 AMOUNT: $ 33,302. 2024 AMOUNT: $ 65,723. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 9945688 0 2111552 58605 11998636 8114908 38895 1828235 36350 9945688 9829477 9955 -1662933 61591 8114908 7961100 1928756 60379 9829477 6940306 19596 1038749 37551 7961100 0.17347 0.80794 0.01859 0 0 40000 40000 6567073 3689003 2878070 41820 28130 13690 1871917 1762550 109367 3041127 INVESTMENT IN BEACON HOUSE ROGERSON, LP 7883657 F 7883657 DUE TO AFFILIATES 500000 500000 X 18919186 1604203 2433574 4037777 14881409 -721918 -721918 14159491 14860294 2977338 2977338 11882956 0 11882956 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. THE ORGANIZATION HOLDS SECURITY DEPOSITS AS REQUIRED BY STATE LAW. 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: ROGERSON COMMUNITIES, INC. IS 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. HAD NO UNRELATED BUSINESS INCOME FOR 2024. 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). PART XI, LINE 2D - OTHER ADJUSTMENTS: ELIMINATION -1,586,970. RELATED ORGANIZATION 4,020,544. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES INCLUDED IN FORM 990, LINE 12 -418,304. GAAP TO TAX DIFFERENCE ON INVESTMENT IN NHRLP -303,614. PART XII, LINE 2D - OTHER ADJUSTMENTS: ELIMINATION -187,596. RELATED ORGANIZATION 2,746,630. FUNDRAISING EXPENSES INCLUDED IN FORM 990, LINE 12 418,304. WELCOME HOME 129784 129784 300268 115883 2153 129784 129784 300268 115883 2153 418304 -418304 X X X X X X 0 0 0 0 0 0 0 1 0 WALTER RAMOS PRESIDENT 461794 0 91637 0 88096 0 22880 0 9298 0 673705 0 0 0 PETRUS VAN KALKEREN CHIEF OPERATING OFFICER 234427 0 19416 0 23835 0 11535 0 9073 0 298286 0 0 0 LAURIE TRILLING SENIOR VP OF AFFORDABLE HOUSING 237631 0 9764 0 25121 0 15891 0 9554 0 297961 0 0 0 NATALYA LESHCHINER CHIEF FINANCIAL OFFICER 221775 0 19261 0 23807 0 9378 0 18847 0 293068 0 0 0 DAVID PIA CHIEF ADMINISTRATIVE OFFICER 224505 0 18317 0 23673 0 9765 0 9257 0 285517 0 0 0 KENNETH CRISAFULLI VP - REAL ESTATE CONSTRUCTION AND DE 167518 0 15000 0 18768 0 13537 0 18744 0 233567 0 0 0 PART I, LINE 7 THE BOARD OF ROGERSON COMMUNITIES APPROVES PERFORMANCE BASED BONUSES THAT ARE INCLUDED IN COMPENSATION OF OFFICERS, DIRECTORS, AND HIGHEST COMPENSATED EMPLOYEES. 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. 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