2025-10-01T14:40:40-05:00 2024-12-31 333709623 COHNREZNICK ADVISORY LLC 500 EAST PRATT STREET 4TH FLOOR BALTIMORE MD 21202 990 2024-01-01 043290572 ROGERSON HOUSE INC ROGE 6173632300 ONE FLORENCE STREET BOSTON MA 02131 JOHN E CUPPLES PRESIDENT 6173632300 2025-09-10 1 0 LORI ROTHE YOKOBOSKY P01273422 4107834900 2024 2025-03-06 01:10:19Z JOHN E CUPPLES ONE FLORENCE STREET BOSTON MA 02131 6623761 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 3 0 3 0 0 93025 243143 6605540 6304446 99446 64119 22194 12053 6820205 6623761 0 0 0 0 0 0 0 0 0 6863550 6784741 6863550 6784741 -43345 -160980 9048052 9214933 9046948 9058257 1104 156676 X ACQUIRING, REHABILITATING AND OPERATING AN ASSISTED LIVING RESIDENCE FOR PERSONS WITH ALZHEIMER'S DISEASE AND/OR RELATED MEMORY DISORDERS. 0 0 6291557 6316499 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 6291557 1 1 0 0 0 0 0 0 0 1 1 0 1 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 31 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 0 1 0 0 0 1 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 3.00 X X 0 0 0 JOHN E CUPPLES PRESIDENT 5.00 4.00 X X 0 0 0 THERESA FITZGERALD TREASURER 5.00 3.00 X X 0 0 0 SARAH ACER ALLEN BOARD MEMBER 5.00 4.00 X 0 0 0 NATALYA LESHCINER CHIEF FINANCIAL OFFICER 1.00 44.00 X 0 0 0 REBECCA LEVIT EXECUTIVE DIRECTOR THRU. 6.15.24 1.00 X 0 0 0 MICHI BODDUPALLI EXECUTIVE DIRECTOR EFF 6.16.24 1.00 X 0 0 0 0 0 0 0 0 0 0 ROGERSON COMMUNITIES INC ONE FLORENCE STREET BOSTON MA 02131 MANAGEMENT & PAYROLL SERVICES 4033896 WALKER & DUNLOP 7240 BROOKLYN BLVD 210 BROOKLYN PARK MN 55429 REAL ESTASTE FINANCING SERVICES 552898 4M BUILDING SOLUTIONS INC 2827 CLARK AVE ST LOUIS MO 63103 SPECIALIZED CLEANING SERVICE 362512 3 174672 68471 243143 RENTAL INCOME 623311 6304446 6304446 6304446 64119 64119 12053 12053 12053 6623761 6316499 0 64119 4360178 3882744 477434 16067 16067 15750 15750 42425 42425 78528 78528 50481 50481 67422 67422 783525 783525 4016 4016 5299 5299 188 188 438678 438678 200033 200033 SUPPLIES 363733 363733 STAFF APPRECIATION 316551 316551 ADMINISTRATIVE 38537 38537 MISCELLANEOUS TAXES & P 1669 1669 1661 1661 6784741 6291557 493184 0 287851 570826 571082 445431 56065 135689 12724623 8124294 4727005 4600329 1701341 2034340 1704708 1428318 9048052 9214933 239723 171461 87914 300941 453677 488127 7818623 7717815 447011 379913 9046948 9058257 X -1911499 -2098348 1912603 2255024 1104 156676 9048052 9214933 -160980 316552 0 X 0 1 X 0 1 1 X 158531 497591 96747 93025 243143 1089037 5839253 5683815 6047534 6605540 6304446 30480588 5997784 6181406 6144281 6698565 6547589 31569625 0 0 0 31569625 2944 793 9060 59828 64119 136744 2944 793 9060 59828 64119 136744 211279 1902 5669 22194 12053 253097 6212007 6184101 6159010 6780587 6623761 31959466 0.98780 0.98980 0.00430 0.00240 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 207,100. 2021 AMOUNT: $ 1,902. 2022 AMOUNT: $ 5,669. 2023 AMOUNT: $ 22,194. 2024 AMOUNT: $ 12,053. INSURANCE REFUND - 2020 AMOUNT: $ 4,179. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 25840 580 26420 25397 443 25840 25321 76 25397 25246 75 25321 24972 274 25246 0.00000 1.00000 0 0 729102 729102 10664165 6901391 3762774 1240364 1131911 108453 90992 90992 0 4600329 INVESTMENTS 2034340 C 2034340 OTHER ESCROW 330160 RESERVE FOR REPLACEMENTS 526825 ENDOWMENT 26420 DEPOSITS 544913 1428318 DUE TO ROGERSON COMMUNITIES 223410 MISCELLANEOUS ACCRUED EXPENSES 156503 379913 X 6940313 316552 316552 6623761 0 6623761 6784741 0 6784741 0 6784741 PART IV, LINE 2B: 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: 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, 2024. 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, 2024. 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 TAX FOR THE YEARS SINCE 2021. 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 A, LINE 7A THE BOARD OF DIRECTORS SHALL, AT ALL TIMES, BE LIMITED TO INDIVIDUALS WHO ARE EITHER DIRECTORS OF ROGERSON COMMUNITIES, INC. OR INDIVIDUALS PREVIOUSLY APPROVED BY THE BOARD OF DIRECTORS OF ROGERSON COMMUNITIES, INC. IN THE EVENT THAT A DIRECTOR OF THE CORPORATION CEASES TO BE A DIRECTOR OF ROGERSON COMMUNITIES, INC. OR IF THE AFORESAID APPROVAL IS WITHDRAWN, THEN, IN EITHER EVENT, SUCH INDIVIDUAL SHALL AUTOMATICALLY CEASE TO BE A DIRECTOR OF THE CORPORATION. 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. PETER FANEUIL DVLP GROUP INC ONE FLORENCE STREET BOSTON MA 02131 043144786 REAL ESTATE MA 501(C)(3) LINE 10 ROGERSON COMMUNITIES INC 0 ROGERSON COMMUNITIES INC ONE FLORENCE STREET BOSTON MA 02131 042104319 REAL ESTATE MA 501(C)(3) LINE 10 N/A 0 ROSLINDALE SENIOR HOUSING CORPORATION ONE FLORENCE STREET BOSTON MA 02131 222473069 LOW INCOME HOUSING MA 501(C)(3) LINE 10 ROGERSON COMMUNITIES INC 0 FANEUIL HIV HOUSING CORPORATION ONE FLORENCE STREET BOSTON MA 02132 043179952 LOW INCOME HOUSING MA 501(C)(3) LINE 10 ROGERSON COMMUNITIES INC 0 LONGFELLOW NON-PROFIT HOUSING INC ONE FLORENCE STREET BOSTON MA 02131 043372134 LOW INCOME HOUSING MA 501(C)(3) LINE 10 ROGERSON COMMUNITIES INC 0 BEACON HOUSE ROGERSON LP ONE FLORENCE STREET BOSTON MA 02131 465150183 RESIDENTIAL HOUSING MA N/A 0 0 ROSLINDALE HOUSE LIMITED PARTNERSHIP 1 FLORENCE STREET BOSTON MA 02131 853330939 RESIDENTIAL HOUSING MA N/A 0 0 FARNSWORTH HOUSE LIMITED PARTNERSHIP 1 FLORENCE STREET BOSTON MA 02131 884370057 RESIDENTIAL HOUSING MA N/A 0 0 BEACON HOUSE CORPORATION ONE FLORENCE STREET BOSTON MA 02131 042767006 RESIDENTAIL HOUSING MA N/A C 0 ROSLINDALE COOPERATIVE CORPORATION ONE FLORENCE STREET BOSTON MA 02132 042974651 RESIDENTAIL HOUSING MA N/A C 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0