Civic Intelligence

Sophia Snow House Inc

EIN 57-1144606 • 501(c)3 • West Roxbury, MA

Profile

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.

1215 Centre StreetWest Roxbury, MA 02132

www.sophiasnowplace.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

94th percentile

1.04x

Higher debt load relative to assets than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.85x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

70th percentile

17%

Higher net margin than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

90th percentile

$211,427

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

54th percentile

5.1%

Faster asset growth than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

64%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,585,010

Up $5,098 (+0.1%) from 2023

Liabilities

Down

$3,777,702

Down $767,371 (-17%) from 2023

Net Assets

Up

-$192,692

Up $772,469 (+80%) from 2023

Revenue

Up

$4,368,311

Up $1,544,576 (+55%) from 2023

Expenses

Up

$3,595,842

Up $756,429 (+27%) from 2023

Net Income

Up

$772,469

Up $788,147 (+5027%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $5,220,567Liabilities 2010: $6,385,863Net Assets 2010: -$1,165,2962010Assets 2011: $5,022,751Liabilities 2011: $6,336,190Net Assets 2011: -$1,313,4392011Assets 2012: $4,826,216Liabilities 2012: $6,241,547Net Assets 2012: -$1,415,3312012Assets 2013: $4,759,734Liabilities 2013: $6,105,100Net Assets 2013: -$1,345,3662013Assets 2014: $4,651,454Liabilities 2014: $5,938,482Net Assets 2014: -$1,287,0282014Assets 2015: $4,129,247Liabilities 2015: $5,395,612Net Assets 2015: -$1,266,3652015Assets 2016: $4,026,727Liabilities 2016: $5,255,827Net Assets 2016: -$1,229,1002016Assets 2017: $3,889,501Liabilities 2017: $5,119,512Net Assets 2017: -$1,230,0112017Assets 2018: $3,687,241Liabilities 2018: $4,976,842Net Assets 2018: -$1,289,6012018Assets 2019: $3,623,161Liabilities 2019: $4,909,845Net Assets 2019: -$1,286,6842019Assets 2020: $3,743,016Liabilities 2020: $4,657,527Net Assets 2020: -$914,5112020Assets 2021: $3,457,605Liabilities 2021: $4,313,341Net Assets 2021: -$855,7362021Assets 2022: $3,464,601Liabilities 2022: $4,414,084Net Assets 2022: -$949,4832022Assets 2023: $3,579,912Liabilities 2023: $4,545,073Net Assets 2023: -$965,1612023Assets 2024: $3,585,010Liabilities 2024: $3,777,702Net Assets 2024: -$192,6922024

Highlighted filing

2024

Assets$3,585,010
Liabilities$3,777,702
Net Assets-$192,692

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,468,7822010Expenses 2011: $2,297,9352011Expenses 2012: $2,317,7512012Expenses 2013: $2,343,7992013Revenue 2014: $2,227,590Expenses 2014: $2,169,252Net Income 2014: $58,3382014Revenue 2015: $2,119,765Expenses 2015: $2,099,102Net Income 2015: $20,6632015Revenue 2016: $2,173,271Expenses 2016: $2,136,006Net Income 2016: $37,2652016Revenue 2017: $2,168,586Expenses 2017: $2,169,497Net Income 2017: -$9112017Revenue 2018: $2,271,570Expenses 2018: $2,331,160Net Income 2018: -$59,5902018Revenue 2019: $2,416,666Expenses 2019: $2,413,749Net Income 2019: $2,9172019Revenue 2020: $2,902,348Expenses 2020: $2,530,175Net Income 2020: $372,1732020Revenue 2021: $2,718,432Expenses 2021: $2,659,657Net Income 2021: $58,7752021Revenue 2022: $2,597,118Expenses 2022: $2,690,865Net Income 2022: -$93,7472022Revenue 2023: $2,823,735Expenses 2023: $2,839,413Net Income 2023: -$15,6782023Revenue 2024: $4,368,311Expenses 2024: $3,595,842Net Income 2024: $772,4692024

Highlighted filing

2024

Revenue$4,368,311
Expenses$3,595,842
Net Income$772,469

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.59$3.78$0.19$4.37$3.60$0.77
2023Summary only. Only limited summary data is available for this year.$3.58$4.55$0.97$2.82$2.84$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.46$4.41$0.95$2.60$2.69$0.09
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.46$4.31$0.86$2.72$2.66$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$4.66$0.91$2.90$2.53$0.37
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.62$4.91$1.29$2.42$2.41$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.69$4.98$1.29$2.27$2.33$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.89$5.12$1.23$2.17$2.17$0.00
2016Summary only. Only limited summary data is available for this year.$4.03$5.26$1.23$2.17$2.14$0.04
2015Detailed filing. Detailed filing data is available for this year.$4.13$5.40$1.27$2.12$2.10$0.02
2014Detailed filing. Detailed filing data is available for this year.$4.65$5.94$1.29$2.23$2.17$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.76$6.11$1.35$2.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.83$6.24$1.42$2.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.02$6.34$1.31$2.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.22$6.39$1.17$2.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$4,368,311
Mission and Program Overview

Mission

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.

Operates a 36-unit licensed residential care facility for the elderly. The residence provides housing, meals, activities and supportive services for men and women.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,239,406$3,174,730▼ $64,676
Accounts Receivable$33,308$227,635▲ $194,327
Cash and Non-Interest-Bearing Accounts$267,635$149,082▼ $118,553
Prepaid Expenses and Deferred Charges$9,680$33,563▲ $23,883
Total Assets$3,579,912$3,585,010▲ $5,098
Other Assets Total$29,883$0▼ $29,883
Liabilities
Tax Exempt Bond Liabilities$3,729,378$3,557,250▼ $172,128
Other Liabilities$595,706$0▼ $595,706
Accounts Payable and Accrued Expenses$201,916$124,763▼ $77,153
Deferred Revenue$18,073$95,689▲ $77,616
Total Liabilities$4,545,073$3,777,702▼ $767,371
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,000$1,000→ $0
Net Assets Without Donor Restrictions$-966,161$-193,692▲ $772,469
Total Net Assets Fund Balance$-965,161$-192,692▲ $772,469
Total Liabilities and Net Assets / Fund Balance$3,579,912$3,585,010▲ $5,098

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,450,195$2,779,966$5,230,161
Other Land Buildings$711,805$410,989$1,122,794
Equipment$12,730$895,594$908,324

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$17,840,604-▲ $2,197,635$683,143$19,355,096
2022$17,048,108-▲ $1,400,979$608,483$17,840,604
2021$19,911,714-▼ $2,273,606$590,000$17,048,108
2020$16,562,828-▲ $3,978,886$630,000$19,911,714
2019$16,867,423-▲ $215,405$520,000$16,562,828
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia F RoggeveenPresident & CEOPT$195,096$16,331$211,427

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Healthcare Services Group INCDining/housekeeping/laundry3220 TILLMAN DR STE 300, Bensalem, PA 19020$518,931
Your Best Life Healthcare INCHomecare Services2 WINTER STREET UNIT 404, Waltham, MA 02451$199,752
Rogerson CommunitiesManagement Fees1 FLORENCE STREET, Roslindale, MA 02131$163,950
Revenue and Support

Revenue Composition

Contributions and Grants
$1,628,840
Program Service Revenue
$2,739,371
Investment Income
$100
Other Revenue
$0
All Other Contributions
$1,695
Change in Net Assets
$772,469
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,090,564
Salaries, Compensation, and Employee Benefits$1,505,278
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$989,925$295,693-$1,285,618
Fees for Services Other$553,108$179,685-$732,793
Depreciation Depletion$120,998$36,141-$157,139
Interest-$130,360-$130,360
Fees for Services Management$95,195$28,435-$123,630
Payroll Taxes$75,233$22,472-$97,705
Other Employee Benefits$73,155$21,851-$95,006
Office Expenses$68,881$20,576-$89,457
Information Technology$64,816$19,362-$84,178
Occupancy$63,170$18,869-$82,039
Insurance$37,639$11,242-$48,881
Fees for Services Accounting-$33,236-$33,236
Fees for Services Legal$22,987$6,866-$29,853
Pension Plan Contributions$20,751$6,198-$26,949
All Other Expenses$20,283$6,062-$26,345
Other Expenses$16,913$4,854-$16,913
Conferences and Meetings$6,583$1,966-$8,549
Total Functional Expenses$2,751,974$843,868$0$3,595,842
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

Bond Issues

BondIssuerIssuedIssue PricePurpose
AMassachusetts Development Finance Agency2014-09-15$5,119,159To refund prior bond proceeds used to construct residential care units

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$5,119,159$5,119,159$1,489,004-

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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 2

Charles sulkala and linda sulkala have a family relationship. Betty 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.

Filing and Contact Details

Filer

Filer Name
Sophia Snow House Inc
EIN
57-1144606
Phone
6173230373
Address
1215 CENTRE STREET, WEST ROXBURY, MA 02132

Signing Officer

Name
Patricia F Roggeveen
Title
President & CEO
Phone
6173257900
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maggie E Keefe
Formed
2002
Legal Domicile
Ma
Voting Board Members
13
Independent Board Members
13
Employees
45
Volunteers
0

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
500 EXCHANGE STREET SUITE 9-100, PROVIDENCE, RI 02903
Preparer
Amanda Adams
Phone
4014214800
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Consulting: program service expenses 346. Management and general expenses 14,573. Fundraising expenses 0. Total expenses 14,919. Purchased services: program service expenses 552,762. Management and general expenses 165,112. Fundraising expenses 0. Total expenses 717,874.

Financial Statement Notes

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.

Raw XML AppendixShowing 400 of 690 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/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
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IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN P O'LOUGHLIN
IRS990/Form990PartVIISectionAGrp/PersonNm3LINDA SULKALA
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID ELIE
IRS990/Form990PartVIISectionAGrp/PersonNm5ELIZABETH HANSON
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0386
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05360

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