2012-03-01T09:50:04-06:00 2011-06-30 KIRKLAND ALBRECHT & FREDRICKSON LLC 10 FORBES ROAD WEST BRAINTREE MA 02184 990 2010-07-01 571144606 SOPHIA SNOW HOUSE INC SOPH 6173230373 1215 CENTRE STREET WEST ROXBURY MA 02132 DANA RAMISH 6173257900 2012-03-01 1 MICHAEL HINCHEY 7813562000 2012-03-01 2010 2016-02-24 21:20:13Z DANA RAMISH 1205-1215 CENTRE STREET WEST ROXBURY MA 02132 2149792 0 X WWW.SOPHIASNOWPLACE.ORG X 2002 MA OPERATES A 36- UNIT LICENCED RESIDENTIAL CARE FACILITY FOR THE ELDERLY. THE RESIDENCE PROVIDES HOUSING, MEALS,ACTIVITIES AND SUPPORTIVE SERVICES FOR MEN AND WOMEN. 20 19 35 3 0 0 3734047 600000 1472022 1549792 0 0 0 0 5206069 2149792 0 0 0 0 735378 806285 0 0 0 1733404 1491650 2468782 2297935 2737287 -148143 5220567 5022751 6385863 6336190 -1165296 -1313439 THE MISSION OF SOFIA 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 1761597 1549792 OPERATES A 36 UNIT LICENSED RESIDENTIAL CARE FACILITY FOR THE ELDERLY. THE RESIDENCE PROVIDES HOUSING, MEALS, ACTIVITIES AND SUPPORTIVE SERVICES FOR MEN AND WOMEN. 1761597 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 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 0 1 6 0 35 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 19 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X CECILIA DAVLIN EXECUTIVE DIRECTOR 6173230373 1215 CENTRE STREET WEST ROXBURY MA 02132 ANDREA D'AMATO 0.80 X 0 0 0 JUERGEN BLUDAU 0.80 X 0 0 0 ELLEN GAFFNEY 4.00 X X 0 0 0 ILENE GREENBERG 0.80 X 0 0 0 ELIZABETH HANSON 0.80 X 0 0 0 ERLING A HANSON JR 0.80 X 0 0 0 KURT E HANSON 4.00 X X 0 0 0 BARBARA C JACKSON 0.80 X 0 0 0 CYNTHIA KELIHER 0.80 X 0 0 0 MPATRICIA NEWMAN 0.80 X 0 0 0 HELEN B PANKEY 0.80 X 0 0 0 SUZANNE PRESLEY 0.80 X X 0 0 0 HELAYNE GOLDSTEIN-RAMIREZ 0.80 X 0 0 0 DANA W RAMISH 40.00 X X 0 165783 13291 LINN T SPALDING 0.80 X 0 0 0 JAMES H STATON 0.80 X 0 0 0 MARY ANN E TECCE 0.80 X 0 0 0 JOYCE WILLIAMS 0.80 X 0 0 0 LINCOLN WILLIAMS 4.00 X X 0 0 0 MARY ANN OLDFIELD 0.80 X 0 0 0 0 165783 13291 0 0 1 0 HEALTHCARE SERVICES GROUP INC 3220 TILLMAN DRIVE SUITE 300 BENSALEM PA 19020 DINING SERVICES 404794 1 600000 600000 BOARDING FEES 623000 1477512 1477512 IL MEAL INCOME 623000 29620 29620 ADMISSION FEES 623000 12000 12000 IL HOUSEKEEPING INCOME 623000 9039 9039 RESPITE INCOME 623000 8700 8700 12921 12921 1549792 2149792 1549792 0 0 662312 469338 192974 22076 15644 6432 73305 51947 21358 48592 34434 14158 59225 59225 3418 3418 16802 16802 7453 7453 7125 7125 283594 283594 242670 242670 33192 33192 FOOD 388502 388502 REPAIRS & MAINTENANCE 138852 138852 PARENT CORP MGMT FEE 129012 129012 UTILITIES 55174 55174 MEDICAL 21118 21118 105513 60324 45189 2297935 1761597 536338 0 428253 419537 26329 15645 25038 23217 6229917 1841016 4614035 4388901 126912 175451 5220567 5022751 70915 63445 5936049 5840983 378899 431762 6385863 6336190 X -1165296 -1313439 -1165296 -1313439 5220567 5022751 -148143 0 X X 0 1 1 X 0 X 3734047 600000 4334047 830457 1304807 1465318 1472022 1549792 6622396 830457 1304807 1465318 5206069 2149792 10956443 0 0 0 10956443 830457 1304807 1465318 5206069 2149792 10956443 1.00000 1.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5426270 1244074 4182196 803647 596942 206705 4388901 DUE TO AFFILIATE 378884 DEFERRED COMPENSATION 52878 431762 2149792 2297935 -148143 0 -148143 2149792 0 2149792 0 2149792 2297935 0 2297935 0 2297935 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: INCOME TAXES - THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC TOPIC INCOME TAXES. THE TOPIC PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR FINANCIAL STATEMENT RECOGNITION OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TOPIC ALSO PROVIDES GUIDANCE ON RECOGNITION, DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AT JUNE 30, 2011, MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS. ROUNDING X X X 0 0 0 0 0 0 1 0 0 DANA W RAMISH 0 165783 0 0 0 0 0 2492 0 10799 0 179074 0 0 PART I, LINE 5 COMPENSATION IS BASED ON THE FOLLOWINGS ITEMS: - ACTUAL RESULTS VS BOARD APPROVED BUDGET - COMPLETING A DRAFT OF A STRATEGIC PLAN - ESTABLISHING A COMPREHENSIVE SET OF PERFORMANCE METRICS - BOARD RECRUITMENT,ETC... MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2009-09-15 6005005 TO CONSTRUCT NEW LIVING FACILITIES FOR RESIDENTIAL CARE UNITS. 0 0 0 6005000 6005000 2006 1 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 ERLING AND ELIZABETH HANSON, WHO ARE BOARD MEMBERS, ARE HUSBAND AND WIFE. ALSO ERLING AND ELIZABETH ARE THE PARENTS OF KURT HANSON, WHO IS THE TREASURER OF THE ORGANIZATION. THE TREASURER IS AN UNPAID POSITION. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C POLICY REQUIRES BOARD MEMBERS TO COMPLETE A STATEMENT EACH YEAR, WHICH IS REVIEWED BY THE CEO AND THE BOARD CHAIRMAN FORM 990, PART VI, SECTION B, LINE 15 THE BOARD'S COMPENSATION COMMITTEE, COMPRISED OF THE BOARD'S CHAIRMAN, VICE CHAIRMAN AND TREASURER, MEETS TO REVIEW THE PERFORMANCE AND COMPENSATION OF THE ORGANIZATION'S PRESIDENT & CEO. THE COMMITTEE CONDUCTS A SURVEY OF ORGANIZATIONS SIMILAR IN SIZE AND MISSION TO SOPHIA SNOW HOUSE, INC. TAKING INTO CONSIDERATION ANY DIFFERENCES IN THE DUTIES PERFORMED BY THE VARIOUS CEO'S TO DEVELOP A SALARY RANGE. THE COMMITTEE ASSESSES THE CEO'S PERFORMANCE AND THEN USES THE SALARY RANGE TO DETERMINE THE CURRENT YEAR'S SALARY. THE REMAINING SENIOR MANAGEMENT STAFF ARE EMPLOYED THROUGH A MANAGEMENT CONTRACT WITH ROGERSON COMMUNITIES. THEY ARE EVALUATED AND COMPENSATED THROUGH A SIMILAR PROCESS, CONDUCTED BY ROGERSON'S DIRECTOR OF SENIOR LIVING. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORMS 1023 AND 990 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 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 XII, LINE 2C THERE HAVE BEEN NO CHANGES FROM THE PRIOR YEAR IN THE METHODS USED BY THE COMMITTEE RESPONSIBLE FOR THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. ROXBURY HOME FOR AGED WOMENINC 1215 CENTRE STREET WEST ROXBURY MA 02132 042104858 INVESTMENT EXP FROM PORTFOLIO,INCOME FROM WHICH IS USED TO FUND OPERATIONS MA SECTION 501(C)(3) 509(A)(2) PARENT CORPORATION 0 SOPHIA SNOW INDEPENDENT LIVING INC 1215 CENTRE STREET WEST ROXBURY MA 02132 571144610 DEVELOP AND PROVIDE PERMANENT HOUSING FOR DESERVING SENIORS MA SECTION 501(C)(3) 509(A)(2) ROXBURY HOME FOR AGED WOMENINC 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROXBURY HOME FOR AGED WOMEN B 600000