2026-04-08T06:33:11-05:00 2024-06-30 872525370 CITRIN COOPERMAN ADVISORS LLC 500 EXCHANGE STREET SUITE 9-100 PROVIDENCE RI 02903 990 2023-07-01 571144610 SOPHIA SNOW INDEPENDENT LIVING 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 REV RALI WEAVER 1215 CENTRE STREET WEST ROXBURY MA 02132 1951866 0 X WWW.SOPHIASNOWPLACE.ORG X 2002 MA DEVELOP AND PROVIDE PERMANENT HOUSING FOR DESERVING SENIORS. 4 4 0 0 0 0 300000 447208 1090396 1362481 38372 142177 50 0 1428818 1951866 0 300000 0 0 0 0 0 0 0 1425030 1607087 1425030 1907087 3788 44779 12712679 12718506 16902001 16863049 -4189322 -4144543 TO BE THE RESIDENCE OF CHOICE FOR MEN AND WOMEN WHO SEEK INDEPENDENCE IN AN AFFORDABLE, COMFORTABLE COMMUNITY WITH A COMMITMENT TO THE DIGNITY, VALUE, AND POTENTIAL OF EACH RESIDENT. 0 0 1037769 300000 1362481 OPERATES A 66-UNIT INDEPENDENT LIVING RESIDENCE THAT PROVIDES HOUSING AND SERVICES TO APPROXIMATELY 80 ELDERLY MEN AND WOMEN. ALSO, PROVIDED COMMUNITY OUTREACH FOR THE ELDERLY. 1037769 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 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 4 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 ROSLINDALE MA 02131 REV RALI WEAVER CHAIR 0.80 1.60 X X 0 0 0 MARILU SWETT VICE CHAIR 0.80 1.60 X X 0 0 0 JOHN P O'LOUGHLIN TREASURER 4.00 8.00 X X 0 0 0 STEPHEN E FOWLER CLERK 0.80 1.60 X 0 0 0 PATRICIA F ROGGEVEEN PRESIDENT & CEO 8.00 32.00 X 0 195096 16331 HELAYNE GOLDSTEIN-RAMIREZ EXECUTIVE DIRECTOR 20.00 20.00 X 0 0 0 0 195096 16331 0 0 1 0 ROGERSON COMMUNITIES 1 FLORENCE STREET ROSLINDALE MA 02131 MANAGEMENT FEES 455903 STANLEY ELEVATOR COMPANY INC 120 LELAND STREET UNIT 18 FRAMINGHAM MA 01702 ELEVATOR CONTRACTOR 125713 2 447208 447208 BOARDING FEES 623000 996180 996180 NONREFUNDABLE ENTRANCE 623000 150481 150481 OTHER RESIDENT CHARGES 623000 22388 22388 SURCHARGE FEE 623000 17500 17500 MEAL INCOME 623000 15983 15983 159949 159949 1362481 142177 142177 1951866 1362481 0 142177 X 300000 300000 113485 51068 62417 22859 10286 12573 21713 21713 376279 190395 185884 61099 28190 32909 92935 41821 51114 111486 50169 61317 2395 1078 1317 371416 167137 204279 48881 21996 26885 SHARED EMPLOYEES 324807 146163 178644 REPAIRS AND MAINTENANCE 21305 11718 9587 FOOD 8458 3806 4652 STAFF RECRUITMENT 7689 3460 4229 22280 10482 11798 1907087 1037769 869318 0 115599 435274 3820074 3723974 47420 28221 9703 33563 15602259 7116285 8545894 8485974 173989 11500 12712679 12718506 533828 86213 7372 25201 16360801 16751635 16902001 16863049 X -4193402 -4148623 4080 4080 -4189322 -4144543 12712679 12718506 44779 0 X 0 1 X 1 0 X 5000 1303 135380 300000 447208 888891 1064440 1050525 1031471 1090396 1362481 5599313 1069440 1051828 1166851 1390396 1809689 6488204 125000 300000 447208 872208 47125 42703 89828 125000 347125 489911 962036 5526168 40077 11502 6001 38372 142177 238129 40077 11502 6001 38372 142177 238129 50 50 1109517 1063330 1172852 1428818 1951866 6726383 0.82160 0.89540 0.03540 0.02320 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2022 AMOUNT: $ 50. 2023 AMOUNT: $ 0. 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 13305202 6195601 7109601 959688 881427 78261 1337369 39257 1298112 8485974 REFUNDABLE RESIDENT ENTRANCE FEES 15841239 NON-REFUNDABLE RESIDENT ENTRANCE FEES, NET 610396 DUE TO SOPHIA SNOW HOUSE, INC. 300000 16751635 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. 1 SOPHIA SNOW HOUSE INC 1215 CENTRE STREET WEST ROXBURY MA 02132 571144606 501(C)(3) 300000 0 TO SUPPORT CHARITABLE MISSION 1 0 PART I, LINE 2: THE ORGANIZATION CONTRIBUTES TO THEIR SUPPORTED ORGANIZATIONS ANNUALLY FOR USE IN ACCORDANCE WITH THEIR MISSION STATEMENT. THE ORGANIZATION MONITORS AND REVIEWS THE SUCCESS OF THE RELATED ORGANIZATION'S OPERATIONS ON A MONTHLY BASIS. 0 0 0 0 0 0 0 0 0 PATRICIA F ROGGEVEEN PRESIDENT & CEO 0 195096 0 0 0 0 0 4460 0 11871 0 211427 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 FORM 990, PART VI, SECTION A, LINE 2 CHUCK SULKALA AND LINDA SULKALA 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 THE BOARD 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. 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 PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 189,980. MANAGEMENT AND GENERAL EXPENSES 185,376. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 375,356. PERMITS AND FILING FEES: PROGRAM SERVICE EXPENSES 415. MANAGEMENT AND GENERAL EXPENSES 508. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 923. 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 I SCHEDULE O SCHEDULE R 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 HOUSE INC 1215 CENTRE STREET WEST ROXBURY MA 02132 571144606 DEVELOP AND PROVIDE HOUSING AND SUPPORTIVE SERVICES FOR DESERVING SENIORS MA 501(C)(3) LINE 10 ROXBURY HOME FOR AGED WOMEN 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0