2026-04-08T06:36:31-05:00 2024-06-30 872525370 CITRIN COOPERMAN ADVISORS LLC 500 EXCHANGE STREET SUITE 9-100 PROVIDENCE RI 02903 990 2023-07-01 571144606 SOPHIA SNOW HOUSE INC SOPH 6173230373 1215 CENTRE STREET WEST ROXBURY MA 02132 KURT E HANSON TREASURER 6173230373 2026-04-02 1 1 AMANDA ADAMS P00748038 4014214800 2026-04-02 2023 2025-03-06 01:10:19Z X MAGGIE E KEEFE 1215 CENTRE STREET WEST ROXBURY MA 02132 4628152 0 X WWW.SOPHIASNOWPLACE.ORG X 2002 MA OPERATES A 36-UNIT LICENSED RESIDENTIAL CARE FACILITY FOR THE ELDERLY. THE RESIDENCE PROVIDES HOUSING, MEALS, ACTIVITIES AND SUPPORTIVE SERVICES FOR MEN AND WOMEN. 13 13 45 0 0 0 300434 1904506 2523237 2723546 64 100 0 0 2823735 4628152 0 0 0 0 1331606 1562734 0 0 0 1507807 2258504 2839413 3821238 -15678 806914 3579912 3761105 4545073 3919352 -965161 -158247 THE MISSION OF SOPHIA 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 2889511 2723546 OPERATES A 36 UNIT LICENSED RESIDENTIAL CARE FACILITY FOR THE ELDERLY. THE RESIDENCE PROVIDES HOUSING, MEALS, ACTIVITIES AND SUPPORTIVE SERVICES FOR MEN AND WOMEN. 2889511 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 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 1 33 0 1 45 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 1 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X KURT E HANSON TREASURER 6173230373 1215 CENTRE STREET WEST ROXBURY MA 02132 PATRICIA F ROGGEVEEN PRESIDENT & CEO 20.00 20.00 X 195096 0 16331 HELAYNE GOLDSTEIN-RAMIREZ EXECUTIVE DIRECTOR 20.00 20.00 X 0 0 0 MARGARET E KEEFE CHAIR 4.00 4.00 X X 0 0 0 JOHN T DOMINO VICE CHAIR 0.80 0.80 X X 0 0 0 JOHN P O'LOUGHLIN TREASURER 4.00 8.00 X X 0 0 0 LINDA SULKALA CLERK 0.80 1.60 X X 0 0 0 ELIZABETH HANSON DIRECTOR 0.80 0.80 X 0 0 0 KURT HANSON DIRECTOR 0.80 0.80 X 0 0 0 NANCY LOEB DIRECTOR 0.80 0.80 X 0 0 0 PATRICIA RUTHERFORD DIRECTOR 0.80 0.80 X 0 0 0 CHARLES S SULKALA DIRECTOR 0.80 0.80 X 0 0 0 MARILU SWETT DIRECTOR 0.80 0.80 X 0 0 0 REV RALI WEAVER DIRECTOR 0.80 0.80 X 0 0 0 DAVID ELIE DIRECTOR 0.80 0.80 X 0 0 0 JONATHAN E HANSON DIRECTOR 0.80 0.80 X 0 0 0 STEVEN FOWLER DIRECTOR (THRU 4/17/24) 0.80 1.60 X 0 0 0 TINA CARUSO DIRECTOR (THRU 1/24/24) 0.80 0.80 X 0 0 0 195096 0 16331 1 0 1 0 HEALTHCARE SERVICES GROUP INC 3220 TILLMAN DRIVE SUITE 300 BENSALEM PA 19020 DINING/HOUSEKEEPING/LAUNDRY 518931 YOUR BEST LIFE HEALTHCARE INC 2 WINTER STREET UNIT 404 WALTHAM MA 02451 HOMECARE SERVICES 199752 ROGERSON COMMUNITIES 1 FLORENCE STREET ROSLINDALE MA 02131 MANAGEMENT FEES 163950 3 1397576 505235 1695 1904506 BOARDING FEES 623000 2583444 2583444 SERVICE INCOME 623000 126842 126842 RESIDENT MEALS 623000 8799 8799 RESIDENT HOUSEKEEPING 623000 3874 3874 587 587 2723546 100 100 4628152 2723546 0 100 X 1342173 979786 362387 26949 19673 7276 95908 70013 25895 97704 71324 26380 244140 178222 65918 32329 23600 8729 33498 33498 657973 531752 126221 92660 66445 26215 86518 63158 23360 82040 59889 22151 8549 6241 2308 130360 130360 157786 111755 46031 48881 35683 13198 FOOD 590704 590704 BAD DEBTS 49358 49358 REPAIRS & MAINTENANCE 21281 15535 5746 STAFF RECRUITMENT 8051 5877 2174 14376 10496 3880 3821238 2889511 931727 0 267635 101779 33308 61508 9680 33563 7391085 4146261 3239406 3244824 29883 319431 3579912 3761105 201916 283660 18073 78442 3729378 3557250 595706 0 4545073 3919352 X -966161 -159247 1000 1000 -965161 -158247 3579912 3761105 806914 0 X 0 1 X 1 0 X 460115 400000 366150 300434 1904506 3431205 2157989 2127546 2230927 2523237 2723546 11763245 2618104 2527546 2597077 2823671 4628052 15194450 460000 400000 365000 200000 1397576 2822576 1428718 1428718 2857436 460000 400000 365000 1628718 2826294 5680012 9514438 5360 386 41 64 100 5951 5360 386 41 64 100 5951 2623464 2527932 2597118 2823735 4628152 15200401 0.62590 0.75190 0.00040 0.00060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17840604 2114492 600000 19355096 17048108 1400979 608483 17840604 19911714 -2273606 590000 17048108 16562828 3978886 630000 19911714 16867423 215405 520000 16562828 1.00000 0 1 1 5751629 3191602 2560027 908324 895594 12730 731132 59065 672067 3244824 DUE FROM ROXBURY HOME FOR AGED WOMEN 19431 DUE FROM SOPHIA SNOW INDEPENDENT LIVING, INC. 300000 319431 X PART V, LINE 4: THE PARENT ORGANIZATION, ROXBURY HOME FOR AGED WOMEN, HAS AN ENDOWMENT, WHICH INCLUDES FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS TO FURTHER THE MISSION OF ROXBURY HOME FOR AGED WOMEN, SOPHIA SNOW HOUSE, INC., AND SOPHIA SNOW INDEPENDENT LIVING, INC. AT THE DISCRETION OF THE BOARD OF DIRECTORS OF ROXBURY HOME FOR AGED WOMEN. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC TOPIC INCOME TAXES. THIS 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. THIS TOPIC ALSO PROVIDES GUIDANCE ON RECOGNITION, DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AT JUNE 30, 2024 AND 2023, MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS. 0 0 0 0 0 0 0 0 0 PATRICIA F ROGGEVEEN PRESIDENT & CEO 195096 0 0 0 0 0 4460 0 11871 0 211427 0 0 0 PART I, LINE 1A THE COMPENSATION PAID TO THE PRESIDENT & CEO IS DETERMINED BY ROXBURY HOME FOR AGED WOMEN, A RELATED ORGANIZATION. ROXBURY HOME FOR AGED WOMEN, A RELATED ORGANIZATION USES THE FOLLOWING METHODS TO DETERMINE COMPENSATION: - FORM 990 OF OTHER ORGANIZATIONS - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2014-09-15 5119159 TO REFUND PRIOR BOND PROCEEDS USED TO CONSTRUCT RESIDENTIAL CARE UNITS 0 0 0 A 1489004 5119159 5119159 2006 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION A, LINE 2 CHARLES SULKALA AND LINDA SULKALA HAVE A FAMILY RELATIONSHIP. ELIZABETH HANSON, JONATHAN HANSON, AND KURT HANSON HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS A MANAGEMENT AGREEMENT WITH ROGERSON COMMUNITIES ("ROGERSON"). UNDER THE TERMS OF THE AGREEMENT, ROGERSON IS RESPONSIBLE FOR MANAGING THE DAY-TO-DAY PROGRAM OPERATIONS AND BUSINESS AFFAIRS OF THE FACILITY. ROGERSON SELECTS, EMPLOYS, AND DIRECTS THE PERFORMANCE OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND ALL FACILITY PERSONNEL. DURING 2024, ROGERSON PAID COMPENSATION TO THE FOLLOWING OFFICER LISTED IN PART VII: HELAYNE GOLDSTEIN-RAMIREZ, EXECUTIVE DIRECTOR: $160,555. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS ROXBURY HOME FOR AGED WOMEN. FORM 990, PART VI, SECTION A, LINE 7A ROXBURY HOME FOR AGED WOMEN ELECTS THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES BOARD MEMBERS TO COMPLETE A STATEMENT EACH YEAR, WHICH IS REVIEWED BY THE BOARD PRESIDENT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR IS EMPLOYED THROUGH A MANAGEMENT CONTRACT WITH ROGERSON COMMUNITIES. EVALUATIONS ARE CONDUCTED BY ROGERSON'S DIRECTOR OF SENIOR LIVING. THE FINANCE COMMITTEE CONDUCTS A SURVEY OF ORGANIZATIONS SIMILAR IN SIZE AND MISSION, TAKING INTO CONSIDERATION ANY DIFFERENCES IN THE DUTIES PERFORMED BY THE VARIOUS PERSONS IN SIMILAR ROLES AT SUCH ORGANIZATIONS. THE BOARD THEN COMPARES THE RESULTS OF THE SURVEY WITH THE PERFORMANCE OF THE EXECUTIVE DIRECTOR. ALTHOUGH THIS ORGANIZATION IS THE EMPLOYER OF RECORD OF THE PRESIDENT/CEO, A RELATED ORGANIZATION IS RESPONSIBLE FOR ESTABLISHING THE COMPENSATION OF THE PRESIDENT/CEO AND REIMBURSES THE ORGANIZATION FOR THE COMPENSATION. 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 IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 10,891. MANAGEMENT AND GENERAL EXPENSES 4,028. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,919. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 520,861. MANAGEMENT AND GENERAL EXPENSES 122,193. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 643,054. AMENDED RETURN: THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS WERE COMPLETED AFTER THE ORIGINAL RETURN WAS FILED. THE RETURN HAS BEEN AMENDED TO REFLECT CHANGES IN THE FOLLOWING AREAS: PART I PART III PART IV PART VI PART VII PART VIII PART IX PART X PART XI PART XII SCHEDULE A, PART III SCHEDULE B SCHEDULE D SCHEDULE O ROXBURY HOME FOR AGED WOMEN 1215 CENTRE STREET WEST ROXBURY MA 02132 042104858 ASSIST MEN AND WOMEN TO AGE WITH DIGNITY BY PROVIDING HOUSING AND CARE MA 501(C)(3) LINE 12B, II N/A 0 SOPHIA SNOW INDEPENDENT LIVING INC 1215 CENTRE STREET WEST ROXBURY MA 02132 571144610 DEVELOP AND PROVIDE HOUSING AND SUPPORTIVE SERVICES FOR DESERVING SENIORS MA 501(C)(3) LINE 10 ROXBURY HOME FOR AGED WOMEN INC 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0