Civic Intelligence

Sophia Snow Independent Living Inc

EIN 57-1144610 • 501(c)3 • West Roxbury, MA

Profile

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.

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

97th percentile

1.29x

Higher debt load relative to assets than 97% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

8.58x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$211,427

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

36th percentile

0.5%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

35%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$12,776,975

Up $64,296 (+0.5%) from 2023

Liabilities

Down

$16,517,622

Down $384,379 (-2.3%) from 2023

Net Assets

Up

-$3,740,647

Up $448,675 (+11%) from 2023

Revenue

Up

$1,925,127

Up $496,309 (+35%) from 2023

Expenses

Up

$1,476,452

Up $51,422 (+3.6%) from 2023

Net Income

Up

$448,675

Up $444,887 (+11745%) from 2023

Trend Graphs

Balance Sheet Trend

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

$20M$10M$0-$10MAssets 2010: $13,152,113Liabilities 2010: $13,743,707Net Assets 2010: -$591,5942010Assets 2011: $12,186,425Liabilities 2011: $12,828,741Net Assets 2011: -$642,3162011Assets 2012: $11,658,719Liabilities 2012: $12,274,417Net Assets 2012: -$615,6982012Assets 2013: $11,310,407Liabilities 2013: $11,811,859Net Assets 2013: -$501,4522013Assets 2014: $11,224,393Liabilities 2014: $14,387,453Net Assets 2014: -$3,163,0602014Assets 2015: $11,294,063Liabilities 2015: $14,627,581Net Assets 2015: -$3,333,5182015Assets 2016: $11,514,954Liabilities 2016: $14,941,169Net Assets 2016: -$3,426,2152016Assets 2017: $12,101,600Liabilities 2017: $15,625,378Net Assets 2017: -$3,523,7782017Assets 2018: $11,461,207Liabilities 2018: $15,049,200Net Assets 2018: -$3,587,9932018Assets 2019: $11,574,773Liabilities 2019: $15,357,092Net Assets 2019: -$3,782,3192019Assets 2020: $11,328,766Liabilities 2020: $15,280,579Net Assets 2020: -$3,951,8132020Assets 2021: $11,727,595Liabilities 2021: $15,808,458Net Assets 2021: -$4,080,8632021Assets 2022: $12,533,606Liabilities 2022: $16,726,716Net Assets 2022: -$4,193,1102022Assets 2023: $12,712,679Liabilities 2023: $16,902,001Net Assets 2023: -$4,189,3222023Assets 2024: $12,776,975Liabilities 2024: $16,517,622Net Assets 2024: -$3,740,6472024

Highlighted filing

2024

Assets$12,776,975
Liabilities$16,517,622
Net Assets-$3,740,647

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,404,5462010Expenses 2011: $1,170,0172011Expenses 2012: $1,088,8842012Expenses 2013: $1,097,1022013Revenue 2014: $812,608Expenses 2014: $983,813Net Income 2014: -$171,2052014Revenue 2015: $839,714Expenses 2015: $1,010,172Net Income 2015: -$170,4582015Revenue 2016: $952,165Expenses 2016: $1,044,862Net Income 2016: -$92,6972016Revenue 2017: $948,863Expenses 2017: $1,046,426Net Income 2017: -$97,5632017Revenue 2018: $999,864Expenses 2018: $1,064,079Net Income 2018: -$64,2152018Revenue 2019: $1,027,933Expenses 2019: $1,222,259Net Income 2019: -$194,3262019Revenue 2020: $1,109,517Expenses 2020: $1,279,011Net Income 2020: -$169,4942020Revenue 2021: $1,063,330Expenses 2021: $1,192,380Net Income 2021: -$129,0502021Revenue 2022: $1,172,852Expenses 2022: $1,285,099Net Income 2022: -$112,2472022Revenue 2023: $1,428,818Expenses 2023: $1,425,030Net Income 2023: $3,7882023Revenue 2024: $1,925,127Expenses 2024: $1,476,452Net Income 2024: $448,6752024

Highlighted filing

2024

Revenue$1,925,127
Expenses$1,476,452
Net Income$448,675

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.8$16.5$3.74$1.93$1.48$0.45
2023Detailed filing. Detailed filing data is available for this year.$12.7$16.9$4.19$1.43$1.43$0.00
2022Detailed filing. Detailed filing data is available for this year.$12.5$16.7$4.19$1.17$1.29$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.7$15.8$4.08$1.06$1.19$0.13
2020Detailed filing. Detailed filing data is available for this year.$11.3$15.3$3.95$1.11$1.28$0.17
2019Detailed filing. Detailed filing data is available for this year.$11.6$15.4$3.78$1.03$1.22$0.19
2018Detailed filing. Detailed filing data is available for this year.$11.5$15.0$3.59$1.00$1.06$0.06
2017Detailed filing. Detailed filing data is available for this year.$12.1$15.6$3.52$0.95$1.05$0.10
2016Detailed filing. Detailed filing data is available for this year.$11.5$14.9$3.43$0.95$1.04$0.09
2015Detailed filing. Detailed filing data is available for this year.$11.3$14.6$3.33$0.84$1.01$0.17
2014Detailed filing. Detailed filing data is available for this year.$11.2$14.4$3.16$0.81$0.98$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$11.8$0.50$1.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.7$12.3$0.62$1.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.2$12.8$0.64$1.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$13.7$0.59$1.40
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
$1,925,127
Mission and Program Overview

Mission

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.

Develop and provide permanent housing for deserving seniors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,545,894$8,469,283▼ $76,611
Savings and Temporary Cash Investments$3,820,074$4,226,159▲ $406,085
Accounts Receivable$47,420$44,952▼ $2,468
Prepaid Expenses and Deferred Charges$9,703$33,563▲ $23,860
Cash and Non-Interest-Bearing Accounts$115,599$3,018▼ $112,581
Total Assets$12,712,679$12,776,975▲ $64,296
Other Assets Total$173,989$0▼ $173,989
Liabilities
Other Liabilities$16,360,801$16,428,135▲ $67,334
Deferred Revenue$7,372$71,145▲ $63,773
Accounts Payable and Accrued Expenses$533,828$18,342▼ $515,486
Total Liabilities$16,902,001$16,517,622▼ $384,379
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,080$4,080→ $0
Net Assets Without Donor Restrictions$-4,193,402$-3,744,727▲ $448,675
Total Net Assets Fund Balance$-4,189,322$-3,740,647▲ $448,675
Total Liabilities and Net Assets / Fund Balance$12,712,679$12,776,975▲ $64,296

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,064,237$5,822,218$12,886,455
Other Land Buildings$1,331,925$373,383$1,705,308
Equipment$73,121$881,427$954,548

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

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Rogerson CommunitiesManagement Fees1 FLORENCE STREET, Roslindale, MA 02131$455,903
Stanley Elevator Company INCElevator Contractor120 LELAND ST UNIT 18, Framingham, MA 01702$125,713
Revenue and Support

Revenue Composition

Contributions and Grants
$447,208
Program Service Revenue
$1,335,742
Investment Income
$142,177
Other Revenue
$0
Change in Net Assets
$448,675
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,476,452
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
Depreciation Depletion$204,279$167,137-$371,416
Fees for Services Other$137,666$168,257-$305,923
Fees for Services Management$69,348$84,758-$154,106
Occupancy$50,169$61,317-$111,486
Information Technology$40,678$49,717-$90,395
Office Expenses$29,619$36,200-$65,819
Insurance$21,996$26,885-$48,881
Fees for Services Accounting-$21,451-$21,451
Fees for Services Legal$9,172$11,211-$20,383
All Other Expenses$4,404$3,680-$8,084
Other Expenses$2,306$2,819-$5,125
Conferences and Meetings$1,078$1,317-$2,395
Total Functional Expenses$692,659$783,793$0$1,476,452
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
Refundable Resident Entrance Fees$15,886,239
Non-refundable Resident Entrance Fees, Net$541,896
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 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.

Filing and Contact Details

Filer

Filer Name
Sophia Snow Independent Living Inc
EIN
57-1144610
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
Rev Rali Weaver
Formed
2002
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
8
Employees
0
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

Permits and filing fees: program service expenses 416. Management and general expenses 507. Fundraising expenses 0. Total expenses 923. Purchased services: program service expenses 137,250. Management and general expenses 167,750. Fundraising expenses 0. Total expenses 305,000.

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 609 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/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0195096
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt5CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
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IRS990/FSAuditedInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/InfoInScheduleOPartIXInd0X
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IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/OfficeExpensesGrp/ProgramServicesAmt029619
IRS990/OfficeExpensesGrp/TotalAmt065819
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IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/Desc2LICENSES & DUES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115446
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22819
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IRS990/OtherExpensesGrp/TotalAmt128083
IRS990/OtherExpensesGrp/TotalAmt25125
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09703
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IRS990/PrincipalOfficerNm0REV RALI WEAVER
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IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
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IRS990/ProgramServiceRevenueGrp/Desc3SURCHARGE FEE
IRS990/ProgramServiceRevenueGrp/Desc4MEAL INCOME
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1150481
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt317500
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt238206
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt317500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt415983
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IRS990/QuidProQuoContributionsInd00
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IRS990/ReconcilationRevenueExpnssAmt0448675
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0872208
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME - 2022 AMOUNT: $ 50. 2023 AMOUNT: $ 0.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011502
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt040077
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0238129
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01335742
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01090396
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01031471
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01050525
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01064440
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05572574
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0142177
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt038372
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06001
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011502
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt040077
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0238129
IRS990ScheduleA/InvestmentIncomeCYPct00.03550
IRS990ScheduleA/InvestmentIncomePYPct00.02320
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0965037
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt045704
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt092829
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleD/BuildingsGrp/BookValueAmt07064237
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05822218

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