Civic Intelligence

Rogerson House Inc.

990 • Fiscal year 2016 • EIN 04-3290572

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 17, 2017

Organization ProfileN/A
One Florence StreetBoston, MA 02131

(617) 363-2300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

93rd percentile

1.09x

Higher debt load relative to assets than 93% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

1.73x

Higher debt load relative to revenue than 86% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

52nd percentile

2.8%

Higher net margin than 52% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

42nd percentile

-0.1%

Faster asset growth than 42% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-12%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$9,298,294

Down $9,150 (-0.1%) from 2015

Net Assets

Up

-$825,786

Up $162,218 (+16%) from 2015

Liabilities

Down

$10,124,080

Down $171,368 (-1.7%) from 2015

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin52nd percentile

Revenue

Down

$5,868,700

Down $789,296 (-12%) from 2015

Expenses

Up

$5,706,482

Up $6,436 (+0.1%) from 2015

Net Income

Down

$162,218

Down $795,732 (-83%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0-$5.0MAssets 2010: $8,937,042Liabilities 2010: $11,534,534Net Assets 2010: -$2,597,4922010Assets 2011: $8,970,818Liabilities 2011: $11,568,223Net Assets 2011: -$2,597,4052011Assets 2012: $9,241,371Liabilities 2012: $11,758,811Net Assets 2012: -$2,517,4402012Assets 2013: $8,765,491Liabilities 2013: $11,077,377Net Assets 2013: -$2,311,8862013Assets 2014: $8,589,473Liabilities 2014: $10,674,097Net Assets 2014: -$2,084,6242014Assets 2015: $9,307,444Liabilities 2015: $10,295,448Net Assets 2015: -$988,0042015Assets 2016: $9,298,294Liabilities 2016: $10,124,080Net Assets 2016: -$825,7862016Assets 2017: $8,564,013Liabilities 2017: $9,863,104Net Assets 2017: -$1,299,0912017Assets 2018: $8,599,111Liabilities 2018: $9,784,375Net Assets 2018: -$1,185,2642018Assets 2019: $9,274,137Liabilities 2019: $9,551,108Net Assets 2019: -$276,9712019Assets 2020: $9,459,010Liabilities 2020: $9,411,950Net Assets 2020: $47,0602020Assets 2021: $9,943,495Liabilities 2021: $9,385,365Net Assets 2021: $558,1302021Assets 2022: $9,637,809Liabilities 2022: $9,841,639Net Assets 2022: -$203,8302022Assets 2023: $9,048,052Liabilities 2023: $9,046,948Net Assets 2023: $1,1042023Assets 2024: $9,214,933Liabilities 2024: $9,058,257Net Assets 2024: $156,6762024

Highlighted filing

2016

Assets$9,298,294
Liabilities$10,124,080
Net Assets-$825,786
Open 2016 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $4,880,1732010Expenses 2011: $4,875,5822011Expenses 2012: $5,112,2132012Revenue 2013: $5,569,762Expenses 2013: $5,364,208Net Income 2013: $205,5542013Revenue 2014: $5,674,077Expenses 2014: $5,446,815Net Income 2014: $227,2622014Revenue 2015: $6,657,996Expenses 2015: $5,700,046Net Income 2015: $957,9502015Revenue 2016: $5,868,700Expenses 2016: $5,706,482Net Income 2016: $162,2182016Revenue 2017: $5,384,997Expenses 2017: $6,043,959Net Income 2017: -$658,9622017Revenue 2018: $5,852,845Expenses 2018: $5,659,546Net Income 2018: $193,2992018Revenue 2019: $6,529,265Expenses 2019: $5,899,622Net Income 2019: $629,6432019Revenue 2020: $6,212,007Expenses 2020: $6,105,359Net Income 2020: $106,6482020Revenue 2021: $6,184,101Expenses 2021: $6,010,736Net Income 2021: $173,3652021Revenue 2022: $6,159,010Expenses 2022: $6,641,142Net Income 2022: -$482,1322022Revenue 2023: $6,820,205Expenses 2023: $6,863,550Net Income 2023: -$43,3452023Revenue 2024: $6,623,761Expenses 2024: $6,784,741Net Income 2024: -$160,9802024

Highlighted filing

2016

Revenue$5,868,700
Expenses$5,706,482
Net Income$162,218
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 17, 2017
Return Version
2016v3.0
Gross Receipts
$5,868,700
Mission and Program Overview

Mission

Acquiring, rehabilitating and operating an assisted living residence for persons with alzheimer's disease and/or related memory disorders.

To provide elderly persons or persons with disabilities supportive services specially designed to meet their physical, social, and psychological needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,343,190$6,116,831▼ $226,359
Accounts Receivable$1,052,464$1,110,673▲ $58,209
Cash and Non-Interest-Bearing Accounts$415,627$474,657▲ $59,030
Intangible Assets$334,360$325,700▼ $8,660
Prepaid Expenses and Deferred Charges$68,665$73,477▲ $4,812
Total Assets$9,307,444$9,298,294▼ $9,150
Other Assets Total$1,093,138$1,196,956▲ $103,818
Liabilities
Mortgage Notes Payable Secured by Investment Property$8,182,019$8,085,574▼ $96,445
Other Liabilities$1,890,402$1,873,688▼ $16,714
Deferred Revenue$207,503$164,818▼ $42,685
Accounts Payable and Accrued Expenses$15,524$0▼ $15,524
Total Liabilities$10,295,448$10,124,080▼ $171,368
Net Assets / Fund Balance
Temporarily Rstr Net Assets$950,981$958,049▲ $7,068
Permanently Rstr Net Assets$20,000$20,000→ $0
Unrestricted Net Assets$-1,958,985$-1,803,835▲ $155,150
Total Net Assets Fund Balance$-988,004$-825,786▲ $162,218
Total Liabilities and Net Assets / Fund Balance$9,307,444$9,298,294▼ $9,150

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,285,206$4,517,031$9,802,237
Equipment$97,285$776,211$873,496
Land$729,102-$729,102
Other Land Buildings$5,238$90,992$96,230
Other Assets Org$529,533--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$46,451--$22,151$24,300
2015$46,451---$46,451
2014$49,682$35,775-$39,006$46,451
2013$46,805$28,517-$25,640$49,682
2012$41,332$39,865-$34,392$46,805
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
John E Cuppleschair person
Theresa Fitzgeraldboard member
Carolyn CorcoranClerk
Patricia HillmanTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Rogerson Communities INCManagementONE FLORENCE STREET, Boston, MA 02131$440,501
Revenue and Support

Revenue Composition

Contributions and Grants
$60,368
Program Service Revenue
$5,793,585
Investment Income
$1,143
Other Revenue
$13,604
All Other Contributions
$60,368
Change in Net Assets
$162,218

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,868,700
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,868,700
Total Revenue per Form 990
$5,868,700
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,706,482
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$3,033,334$610,710-$3,644,044
Occupancy$507,000--$507,000
Interest$399,044--$399,044
Depreciation Depletion$308,418--$308,418
Insurance$170,993--$170,993
Advertising$64,740--$64,740
Office Expenses$59,321$2,733-$62,054
Fees for Services Accounting-$23,383-$23,383
Fees for Services Other$15,774--$15,774
Other Expenses$15,030$29,708-$15,030
All Other Expenses$10,393--$10,393
Conferences and Meetings-$5,515-$5,515
Fees for Services Legal-$1,405-$1,405
Travel-$939-$939
Total Functional Expenses$5,032,089$674,393$0$5,706,482

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,706,482
Total Expenses per Audited Statements$5,706,482
Total Expenses per Form 990$5,706,482
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Rogerson Communities$1,319,426
Tenant Security Deposit$369,553
Miscellaneous Accrued Expenses$184,709
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

“THE ORGANIZATION DELEGATES MANAGEMENT RESPONSIBILITIES TO ROGERSON COMMUNITIES, INC., A 501(c)(3) organization PROPERTY MANAGEMENT COMPANY.”

Form 990, Part VI, Section B, line 11B

“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.”

Filing and Contact Details

Filer

Filer Name
Rogerson House Inc
EIN
04-3290572
Phone
6173632300
Address
ONE FLORENCE STREET, BOSTON, MA 02131

Signing Officer

Name
John E Cupples
Title
President
Phone
6173632300
Signed
2017-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John E Cupples
Formed
1995
Legal Domicile
Ma
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Cohnreznick Llp
Address
500 EAST PRATT STREET 4TH FLOOR, BALTIMORE, MD 21202
Preparer
Philip H Cornblatt CPA
Phone
4107834900
Supplemental Narrative

Financial Statement Notes

Part V, Line 4:

“THE ORGANIZATION INTENDS TO USE THE ENDOWMENT FUNDS IN ACCORDANCE WITH THE DONOR IMPOSED RESTRICTIONS PLACED ON THOSE FUNDS. THE INVESTMENT INCOME GENERATED FROM THE ENDOWMeNT IS USED TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION.”

Part X, Line 2:

“Management has evaluated significant tax positions against the criteria established by professional standards and believes there are no such tax positions requiring accounting recognition in the financial statements. Management does not believe its evaluation of tax positions will significantly change within 12 months of December 31, 2016. Any changes in tax positions will be recorded when the ultimate outcome becomes known. The Organization's income tax returns are subject to examination by taxing authorities generally for the years ended December 31, 2013, 2014 and 2015.”

Raw XML AppendixShowing 400 of 515 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgramServiceRevenueGrp/BusinessCd0532000
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05793585
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05793585
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0973475
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01298
IRS990/PYOtherExpensesAmt05700046
IRS990/PYOtherRevenueAmt09530
IRS990/PYProgramServiceRevenueAmt05673693
IRS990/PYRevenuesLessExpensesAmt0957950
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt05700046
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06657996
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0162218
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05793585
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS - 2013 Amount: $ 13,087. 2014 Amount: $ 10,554. 2015 Amount: $ 9,530. 2016 Amount: $ 13,604.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12, Explanation of Other Income:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt060368
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0973475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt035775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt028517
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt039865
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01138000
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01143
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01298
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02337
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02762
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03482
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011022
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05793585
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05673693
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05625411
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05525396
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05148831
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt027766916
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01143
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01298
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02337
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02762
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03482
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011022
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt013604
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt09530
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt010554
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt013087
IRS990ScheduleA/OtherIncome509Grp/TotalAmt046775
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99800
IRS990ScheduleA/PublicSupportPY509Pct00.99830
IRS990ScheduleA/PublicSupportTotal509Amt028904916
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05853953
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06647168
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05661186
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05553913
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05188696
IRS990ScheduleA/Total509Grp/TotalAmt028904916
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05868700
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06657996
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05674077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05569762
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt05192178
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt028962713
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.17700
IRS990ScheduleD/BuildingsGrp/BookValueAmt05285206
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04517031
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt09802237
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt046451
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt024300
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt022151
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt046451
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt046451
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt049682
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt035775
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt046451
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt039006
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt046805
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt028517
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt049682
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt025640
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt041332
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt039865
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt046805
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt034392
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt097285
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0776211
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0873496
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05706482
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0729102
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0729102
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt069838
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1573285
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt224300
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3529533
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OTHER ESCROW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESERVE FOR REPLACEMENTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2ENDOWMENT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05238
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt090992
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt096230
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01319426
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1184709
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2369553
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO ROGERSON COMMUNITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1MISCELLANEOUS ACCRUED EXPENSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2TENANT SECURITY DEPOSIT
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.82300
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05868700
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION INTENDS TO USE THE ENDOWMENT FUNDS IN ACCORDANCE WITH THE DONOR IMPOSED RESTRICTIONS PLACED ON THOSE FUNDS. THE INVESTMENT INCOME GENERATED FROM THE ENDOWMeNT IS USED TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Management has evaluated significant tax positions against the criteria established by professional standards and believes there are no such tax positions requiring accounting recognition in the financial statements. Management does not believe its evaluation of tax positions will significantly change within 12 months of December 31, 2016. Any changes in tax positions will be recorded when the ultimate outcome becomes known. The Organization's income tax returns are subject to examination by taxing authorities generally for the years ended December 31, 2013, 2014 and 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06116831
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01196956
IRS990ScheduleD/TotalExpensesPerForm990Amt05706482
IRS990ScheduleD/TotalLiabilityAmt01873688
IRS990ScheduleD/TotalRevenuePerForm990Amt05868700
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05868700
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05706482
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DELEGATES MANAGEMENT RESPONSIBILITIES TO ROGERSON COMMUNITIES, INC., A 501(c)(3) organization PROPERTY MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ONE OF THE OFFICERS OR DIRECTORS SIGNS THE FORM 990 AFTER IT IS REVIEWED BY THE TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ON AN ANNUAL BASIS, THE ORGANIZATION HAS MEMBERS FILL OUT A CONFLICT OF INTEREST FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROGERSON COMMUNITIES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0042104319
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LOW INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0ONE FLORENCE STREET

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,298,294
Liabilities
$10,124,080
Net assets
-$825,786
Revenue
$5,868,700
Expenses
$5,706,482
Net income
$162,218
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.21$9.06$0.16$6.62$6.78$0.16
2023Detailed filing. Detailed filing data is available for this year.$9.05$9.05$0.00$6.82$6.86$0.04
2022Detailed filing. Detailed filing data is available for this year.$9.64$9.84$0.20$6.16$6.64$0.48
2021Detailed filing. Detailed filing data is available for this year.$9.94$9.39$0.56$6.18$6.01$0.17
2020Detailed filing. Detailed filing data is available for this year.$9.46$9.41$0.05$6.21$6.11$0.11
2019Detailed filing. Detailed filing data is available for this year.$9.27$9.55$0.28$6.53$5.90$0.63
2018Detailed filing. Detailed filing data is available for this year.$8.60$9.78$1.19$5.85$5.66$0.19
2017Detailed filing. Detailed filing data is available for this year.$8.56$9.86$1.30$5.38$6.04$0.66
2016Detailed filing. Detailed filing data is available for this year.$9.30$10.1$0.83$5.87$5.71$0.16
2015Detailed filing. Detailed filing data is available for this year.$9.31$10.3$0.99$6.66$5.70$0.96
2014Detailed filing. Detailed filing data is available for this year.$8.59$10.7$2.08$5.67$5.45$0.23
2013Detailed filing. Detailed filing data is available for this year.$8.77$11.1$2.31$5.57$5.36$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.24$11.8$2.52$5.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.97$11.6$2.60$4.88
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.94$11.5$2.60$4.88
Peer Organizations

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