2026-05-15T15:02:25-05:00 2025-06-30 872525370 CITRIN COOPERMAN ADVISORS LLC 30 BRAINTREE HL OFFICE PARK STE 300 BRAINTREE MA 02184 990 2024-07-01 571144606 SOPHIA SNOW HOUSE INC SOPH 6173230373 1215 CENTRE STREET WEST ROXBURY MA 02132 JOHN DOMINO BOD FINANCE COMMITTEE CHAIR 6173230373 2026-05-15 1 1 AMANDA ADAMS P00748038 7813562000 2026-05-15 2024 2025-03-06 01:10:19Z MAGGIE E KEEFE 1215 CENTRE STREET WEST ROXBURY MA 02132 3520851 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 1904506 825000 2723546 2695739 100 62 0 50 4628152 3520851 0 0 0 0 1562734 1666541 0 0 0 2258504 1712583 3821238 3379124 806914 141727 3761105 3847721 3919352 3864241 -158247 -16520 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 2533468 2695739 OPERATES A 36 UNIT LICENSED RESIDENTIAL CARE FACILITY FOR THE ELDERLY. THE RESIDENCE PROVIDES HOUSING, MEALS, ACTIVITIES AND SUPPORTIVE SERVICES FOR MEN AND WOMEN. 2533468 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 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 16 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 MARGARET E KEEFE CHAIR 4.00 4.00 X X 0 0 0 JOHN T DOMINO VICE CHAIR 0.80 1.60 X X 0 0 0 KURT HANSON TREASURER 4.00 8.00 X X 0 0 0 LINDA SULKALA CLERK 0.80 1.60 X X 0 0 0 DAVID ELIE DIRECTOR 0.80 0.80 X 0 0 0 ELIZABETH HANSON DIRECTOR 0.80 0.80 X 0 0 0 JONATHAN E HANSON DIRECTOR 0.80 0.80 X 0 0 0 NANCY LOEB DIRECTOR 0.80 0.80 X 0 0 0 JOHN P O'LOUGHLIN DIRECTOR 0.80 1.60 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 1.60 X 0 0 0 REV RALI WEAVER DIRECTOR 0.80 1.60 X 0 0 0 PATRICIA F ROGGEVEEN PRESIDENT & CEO 13.00 27.00 X 226034 0 5594 MYRLENE PREVAL NURSE RESPONSIBLE PERSON 40.00 0.00 X 136160 0 9504 AMANDA WALKER MARKETING DIRECTOR 40.00 0.00 X 116759 0 613 INDIA HAYE CHIEF OF STAFF 40.00 0.00 X 107281 0 1776 586234 0 17487 4 0 1 0 HEALTHCARE SERVICES GROUP INC 3220 TILLMAN DR 300 BENSALEM PA 19020 DINING/HOUSEKEEPING/LAUNDRY 551001 YOUR BEST LIFE HEALTHCARE INC 2 WINTER STREET UNIT 404 WALTHAM MA 02451 HOMECARE SERVICES 175204 2 825000 825000 BOARDING FEES 623000 2546039 2546039 SERVICE INCOME 623000 149700 149700 2695739 62 62 50 50 50 3520851 2695739 0 112 1407591 1027541 380050 28465 20779 7686 110312 80528 29784 120173 87726 32447 190441 139022 51419 29338 21417 7921 41579 41579 253984 235638 18346 251 183 68 70425 51083 19342 39511 28843 10668 100185 73135 27050 103 75 28 199 145 54 142417 142417 175156 124435 50721 57468 41952 15516 FOOD 474642 474642 0 BAD DEBTS 97768 97768 0 MOTOR VEHICLE EXPENSE 5300 3869 1431 LICENSES & DUES 5016 3662 1354 28800 21025 7775 3379124 2533468 845656 0 101779 83093 61508 129352 33563 18627 7455670 4316720 3244824 3138950 319431 477699 3761105 3847721 283660 341444 78442 76050 3557250 3385431 0 61316 3919352 3864241 X -159247 -17520 1000 1000 -158247 -16520 3761105 3847721 141727 0 X 0 0 0 X 400000 366150 300434 1904506 825000 3796090 2127546 2230927 2523237 2723546 2695739 12300995 2527546 2597077 2823671 4628052 3520739 16097085 400000 365000 200000 1397576 825000 3187576 1428718 1428718 1428718 4286154 400000 365000 1628718 2826294 2253718 7473730 8623355 386 41 64 100 62 653 386 41 64 100 62 653 50 50 2527932 2597118 2823735 4628152 3520851 16097788 0.53570 0.62590 0.00000 0.00040 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2024 AMOUNT: $ 50. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19355096 2160998 825000 20691094 17840604 2114492 600000 19355096 17048108 1400979 608483 17840604 19911714 -2273606 590000 17048108 16562828 3978886 630000 19911714 1.00000 0 1 1 6471507 3355397 3116110 925098 902258 22840 59065 59065 0 3138950 DUE FROM SOPHIA SNOW INDEPENDENT LIVING, INC. 425945 DUE FROM ROXBURY HOME FOR AGED WOMEN 51754 477699 NONREFUNDABLE RESIDENT ENTRANCE FEES 52166 DUE TO AFFILIATES 9150 61316 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. 0 0 0 0 0 0 0 1 0 PATRICIA F ROGGEVEEN PRESIDENT & CEO 210784 0 15250 0 0 0 4542 0 1052 0 231628 0 0 0 PART I, LINE 3 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 PART I, LINE 7 WITH APPROVAL BY THE BOARD, THE ORGANIZATION PAID A ONE TIME BONUS TO PATRICIA F. ROGGEVEEN, PRESIDENT & CEO, OF $15,000. INDIA HAYE, CHIEF OF STAFF, ALSO RECEIVED A ONE TIME BONUS OF $5,000. HOLIDAY BONUSES OF $250 WERE ALSO PAID. 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 1665519 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 CONSULTING AGREEMENT WITH CHELSEA JEWISH LIFECARE, INC., D/B/A LEGACY LIFECARE MANAGEMENT ("LLM"). UNDER THE TERMS OF THE AGREEMENT, LLM PROVIDES MANAGEMENT WITH CONSULTING AND SUPPORTIVE SERVICES, AS WELL AS CERTAIN FINANCIAL SERVICES. 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 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 A PORTION OF 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. 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