2015-05-15T10:33:28-05:00 2014-06-30 043121055 KIRKLAND ALBRECHT & FREDRICKSON LLC 10 FORBES ROAD WEST BRAINTREE MA 02184 990 2013-07-01 571144606 SOPHIA SNOW HOUSE INC SOPH 6173230373 1215 CENTRE STREET WEST ROXBURY MA 02132 JAMES H STATON BOARD MEMBER 6173257900 2015-05-13 1 MICHAEL HINCHEY P00451160 7813562000 2015-05-13 2013 2016-04-25 22:37:26Z LINCOLN WILLIAMS 1205-1215 CENTRE STREET WEST ROXBURY MA 02132 2227590 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. 17 17 33 0 0 0 720000 480000 1693667 1747453 98 137 0 0 2413765 2227590 0 0 0 0 792777 786945 0 0 0 1551022 1382307 2343799 2169252 69966 58338 4759734 4651454 6105100 5938482 -1345366 -1287028 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 1728377 1747452 OPERATES A 36 UNIT LICENSED RESIDENTIAL CARE FACILITY FOR THE ELDERLY. THE RESIDENCE PROVIDES HOUSING, MEALS, ACTIVITIES AND SUPPORTIVE SERVICES FOR MEN AND WOMEN. 1728377 1 1 0 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 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 0 33 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X KURT HANSON TREASURER 6173230373 1215 CENTRE STREET WEST ROXBURY MA 02132 X ANDREA D'AMATO DIRECTOR 0.80 X 0 0 0 PAUL ALPERT DIRECTOR 0.80 X 0 0 0 ELIZABETH HANSON DIRECTOR 0.80 X 0 0 0 ERLING A HANSON JR DIRECTOR 0.80 X 0 0 0 BARBARA C JACKSON DIRECTOR 0.80 X 0 0 0 CYNTHIA KELIHER DIRECTOR 0.80 X 0 0 0 MPATRICIA NEWMAN DIRECTOR 0.80 X 0 0 0 JAMES H STATON DIRECTOR 0.80 X 0 0 0 ANN GLORA DIRECTOR 0.80 X 0 0 0 REV RALI WEAVER DIRECTOR 0.80 X 0 0 0 MARY ANN OLDFIELD DIRECTOR 0.80 X 0 0 0 HELAYNE GOLDSTEIN-RAMIREZ DIRECTOR 0.80 X 0 0 0 LINN SPALDING DIRECTOR 0.80 X 0 0 0 ELLEN GAFFNEY VICE CHAIRMAN 4.00 X 0 0 0 KURT E HANSON TREASURER 4.00 X 0 0 0 LINCOLN WILLIAMS PRESIDENT 4.00 X 0 0 0 SUZANNE PRESLEY CLERK 0.80 X 0 0 0 JUDY JOSE-RODDY EXECUTIVE DIRECTOR 40.00 X 105162 0 0 105162 0 0 1 0 0 0 HEALTHCARE SERVICES GROUP 3220 TILLMAN DRIVE SUITE 300 BENSALEM PA 19020 DINING SERVICES 410456 1 480000 480000 BOARDING FEES 623000 1625277 1625277 IL MEAL INCOME 623000 36845 36845 RESPITE INCOME 623000 29750 29750 ADMISSION FEES 623000 24500 24500 IL HOUSEKEEPING INCOME 623000 17599 17599 13482 13482 1747453 137 137 2227590 1747453 0 137 641199 481640 159559 23773 17857 5916 70743 53139 17604 51230 38482 12748 73779 73779 37 37 19614 19614 10691 10691 7452 7452 270689 270689 165118 165118 35153 35153 FOOD 414549 414549 REPAIRS & MAINTENANCE 156811 156811 PARENT CORP MGMT FEE 60173 60173 UTILITIES 49898 49898 118343 80194 38149 2169252 1728377 440875 0 650605 669727 14392 31165 7551 3762 23417 24913 6305092 2505448 3949873 3799644 113896 122243 4759734 4651454 85583 121113 5637388 5527623 382129 289746 6105100 5938482 X -1345366 -1287028 -1345366 -1287028 4759734 4651454 58338 0 X X 0 1 X 1 0 X 3734047 600000 700000 720000 480000 6234047 1472022 1549792 1515840 1693667 1747452 7978773 5206069 2149792 2215840 2413667 2227452 14212820 0 0 0 14212820 19 98 137 254 19 98 137 254 5206069 2149792 2215859 2413765 2227589 14213074 1.00000 1.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5445391 1695884 3749507 859701 809564 50137 3799644 DUE TO AFFILIATE 289746 289746 X PART X, LINE 2: 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, 2014, MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2009-09-15 6005000 TO CONSTRUCT NEW LIVING FACILITIES FOR RESIDENTIAL CARE UNITS. 0 0 0 A 6005000 6005000 2006 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 A 0 CECILIA DAVLIN PAY TAXES ON VESTED BUT UNPAID DEFERRED COMPENSATON X 11317 3762 0 1 1 3762 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 STATMENTS 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) 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 0 ROXBURY HOME FOR AGED WOMEN B 480000 BASED ON BUDGET NEEDS