2011-11-14T12:28:00-06:00 2010-12-31 ERCOLINI & COMPANY LLP 101 ARCH STREET 300 BOSTON MA 02110 990 2010-01-01 043290572 ROGERSON HOUSE INC ROGE 6173632300 ONE FLORENCE STREET BOSTON MA 02131 JOHN E CUPPLES 6173632300 2011-11-02 1 PHILIP A WEITZEL 6174825511 2011-11-02 2010 2016-02-24 21:20:13Z JOHN E CUPPLES ONE FLORENCE STREET BOSTON MA 02131 4892578 0 X N/A X 1995 MA TO PROVIDE ELDERLY PERSONS OR PERSONS WITH DISABILITIES SUPPORTIVE SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS. 3 3 0 0 0 0 40353 33415 4870096 4851949 983470 4443 0 2771 5893919 4892578 0 0 0 0 2249848 0 0 0 0 3028502 4880173 5278350 4880173 615569 12405 10204816 8937042 12814713 11534534 -2609897 -2597492 TO PROVIDE ELDERLY PERSONS OR PERSONS WITH DISABILITIES SUPPORTIVE SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS. 0 0 4880173 4854720 PROVIDED 66 UNITS OF ASSISTED LIVING RESIDENCES - TO HELP ELDERLY PERSONS OR PERSONS WITH DISABILITIES MEET THEIR PHYSICAL AND SOCIAL NEEDS 4880173 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 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 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 1 0 0 1 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 MA X X CHITRA SHARMA 6174695800 ONE FLORENCE STREET BOSTON MA 02131 X JOHN E CUPPLES 5.00 X X 0 0 0 DAVID S LEE 5.00 X X 0 0 0 PETER M KEATING 5.00 X X 0 0 0 0 0 0 0 0 0 0 ROGERSON COMMUNITIES INC ONE FLORENCE STREET ROSLINDALE MA 02131 MANAGEMENT FEES 421153 HERITAGE HEALTHCARE SERVICES INC 1010 WALTHAM STREET LEXINGTON MA 02421 CLEANING CONTRACT 163506 2 33415 80 33415 RENTAL INCOME 532000 4851949 4851949 4851949 4443 4443 MISCELLANEOUS INCOME 532000 2771 2771 2771 4892578 4854720 0 4443 421153 421153 5800 5800 12000 12000 13500 13500 25066 25066 11159 11159 168908 168908 670 670 423296 423296 290611 290611 204061 204061 WAGES REIMBURSEMENT TO 2497366 2497366 CONTRACTS 224324 224324 FOOD 207117 207117 ADMINISTRATIVE 108600 108600 SUPPLIES 72280 72280 194262 194262 4880173 4880173 0 0 1364531 312373 123049 82530 73312 69807 10784944 3712997 7575707 7071947 319463 1068217 1080922 10204816 8937042 257794 100341 251504 109349 10077200 8599442 2228215 2725402 12814713 11534534 X -2655097 -2641398 25200 23906 20000 20000 -2609897 -2597492 10204816 8937042 12405 0 X 0 1 0 X 1 1 X 33346 34088 29725 40353 33415 170927 4711645 4811376 4883454 4870096 4851949 24128520 4744991 4845464 4913179 4910449 4885364 24299447 10000 10000 20000 0 10000 10000 20000 24279447 19973 12845 4982 983470 4443 1025713 19973 12845 4982 983470 4443 1025713 2771 2771 4764964 4858309 4918161 5893919 4892578 25327931 0.95860 0.95700 0.04050 0.04180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 729102 729102 9097475 2910766 6186709 958367 802231 156136 7071947 OTHER ESCROW 41444 RESERVE FOR REPLACEMENTS 656582 ENDOWMENT 20000 DEPOSITS 362896 1080922 DUE TO ROGERSON COMMUNITIES 2335351 MISCELLANEOUS ACCRUED EXPENSES 49843 TENANT SECURITY DEPOSIT 340208 2725402 4892578 4880173 12405 0 12405 4892578 0 4892578 0 4892578 4880173 0 4880173 0 4880173 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATES MANAGEMENT RESPONSIBILITIES TO ROGERSON COMMUNITIES, INC., A PROPERTY MANAGEMENT COMPANY. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS 3 VOTING MEMBERS FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS VOTE ON ANY POLICY CHANGES TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 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.