Totals
- Total revenue
- $12,673,220
- Total expenses
- $11,135,499
- Contributions and grants received
- $1,494,615
- Grants paid
- $0
- Program service revenue
- $10,194,929
- Investment income
- $950,374
- Other revenue
- $33,302
- Total assets, end of year
- $45,887,749
- Total liabilities, end of year
- $2,142,345
- Net assets or fund balances, end of year
- $43,745,404
- Program services expenses (Part IX)
- $6,296,071
- Management and general expenses
- $4,355,578
- Fundraising expenses
- $483,850
- Program service expenses (Part III)
- $6,296,071
Program services were 56.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$1,494,615
-
2a · Program service revenue: MANAGEMENT FEES
total $5,535,280 · related or exempt $5,535,280
-
2b · Program service revenue: ADULT DAY PROGRAMS
total $2,394,870 · related or exempt $2,394,870
-
2c · Program service revenue: DEVELOPMENT FEES
total $1,033,116 · related or exempt $1,033,116
-
2d · Program service revenue: INVESTMENT IN BEACON HOUSE ROGERS
total $692,014 · related or exempt $692,014
-
2e · Program service revenue: CONSULTING FEES
total $348,216 · related or exempt $348,216
-
2f · All other program service revenue
total $191,433 · related or exempt $191,433
-
3 · Investment income
total $274,592 · excluded $274,592
-
7a · Gross sales of assets other than inventory
securities $3,233,953
-
7b · Less cost or other basis and sales expenses
securities $2,558,171
-
7c · Gain or loss
securities $675,782
-
7d · Net gain or loss
total $675,782 · excluded $675,782
-
11d · All other revenue
total $33,302 · related or exempt $33,302
-
11e · Other revenue, total
$33,302
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,192,773 · program services $773,463 · management and general $365,917 · fundraising $53,393
-
7 · Other salaries and wages
total $6,149,294 · program services $3,987,560 · management and general $1,886,468 · fundraising $275,266
-
8 · Pension plan contributions
total $210,298 · program services $125,628 · management and general $73,692 · fundraising $10,978
-
9 · Other employee benefits
total $611,374 · program services $267,104 · management and general $293,198 · fundraising $51,072
-
10 · Payroll taxes
total $30,476 · program services $20,058 · management and general $9,067 · fundraising $1,351
-
11b · Fees: legal
total $44,165 · management and general $44,165
-
11c · Fees: accounting
total $45,000 · management and general $45,000
-
11f · Fees: investment management
total $78,426 · management and general $78,426
-
11g · Fees: other
total $99,531 · program services $9,155 · management and general $90,376
-
12 · Advertising and promotion
total $10,132 · management and general $10,132
-
13 · Office expenses
total $133,378 · program services $14,212 · management and general $112,839 · fundraising $6,327
-
14 · Information technology
total $1,176,394 · program services $54,358 · management and general $1,112,134 · fundraising $9,902
-
16 · Occupancy
total $134,367 · program services $92,446 · management and general $41,921
-
17 · Travel
total $27,632 · program services $1,825 · management and general $23,229 · fundraising $2,578
-
19 · Conferences, conventions and meetings
total $36,683 · program services $5,022 · management and general $31,199 · fundraising $462
-
20 · Interest
total $21,564 · management and general $21,564
-
22 · Depreciation, depletion and amortization
total $241,187 · program services $209,642 · management and general $26,764 · fundraising $4,781
-
23 · Insurance
total $121,059 · program services $87,558 · management and general $33,501
-
24a · Other expenses: REPAIRS & MAINTENANCE
total $352,001 · program services $352,001
-
24b · Other expenses: FOOD
total $170,764 · program services $162,441 · management and general $8,323
-
24c · Other expenses: TRANSPORTATION
total $84,903 · program services $84,903
-
24d · Other expenses: ACTIVITIES
total $47,604 · program services $47,604
-
24e · All other expenses
total $116,494 · program services $1,091 · management and general $47,663 · fundraising $67,740
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $4,383,972 · end of year $3,561,137
-
3 · Pledges and grants receivable
beginning of year $106,250 · end of year $412,000
-
4 · Accounts receivable
beginning of year $4,401,132 · end of year $4,485,897
-
7 · Other notes and loans receivable
beginning of year $10,381,611 · end of year $10,377,589
-
9 · Prepaid expenses and deferred charges
beginning of year $290,474 · end of year $163,422
-
10a · Land, buildings and equipment: cost or other basis
$7,106,016
-
10b · Land, buildings and equipment: accumulated depreciation
$5,273,591
-
10c · Land, buildings and equipment, net
beginning of year $2,078,603 · end of year $1,832,425
-
11 · Investments: publicly traded securities
beginning of year $14,041,215 · end of year $16,208,622
-
13 · Investments: program-related
beginning of year $6,774,700 · end of year $7,477,769
-
15 · Other assets
beginning of year $1,251,958 · end of year $1,368,888
-
17 · Accounts payable and accrued expenses
beginning of year $1,508,118 · end of year $1,358,182
-
19 · Deferred revenue
beginning of year $221,430 · end of year $142,917
-
21 · Escrow or custodial account liability
beginning of year $4,540 · end of year $1,000
-
23 · Secured mortgages and notes payable
beginning of year $635,544 · end of year $616,072
-
25 · Other liabilities
beginning of year $118,021 · end of year $24,174
-
27 · Net assets without donor restrictions
beginning of year $26,852,181 · end of year $34,000,227
-
28 · Net assets with donor restrictions
beginning of year $14,370,081 · end of year $9,745,177
Mission and programs · 2023
Mission
PROVIDE RESIDENTIAL, RECREATIONAL, HEALTH SERVICES AND DAY CARE FACILITIES FOR, AND TO OTHERWISE ASSIST, ELDERLY OR LOW INCOME MEN AND WOMEN.
-
THE ORGANIZATION PROVIDES INNOVATIVE, ACCESSIBLE AND AFFORDABLE HOUSING, AND SERVICES FOR ELDERS, PERSONS WITH DISABILITIES AND LOW INCOME INDIVIDUALS AND FAMILIES IN BOSTON, MASSACHUSETTS AND SURROUNDING COMMUNITIES. THE ORGANIZATIONS MAIN PROGRAM AREAS INCLUDE: ADULT DAY HEALTH PROGRAMS; HOUSING MANAGEMENT WITH RESIDENTIAL SUPPORT SERVICES; AND HOUSING DEVELOPMENT. IN ADDITION, ROGERSON COMMUNITIES, INC. HELPS NEIGHBORHOODS TO REVITALIZE, DIVERSIFY AND JOIN TOGETHER TO ADDRESS COMMON PROBLEMS.
Expenses $6,296,071 · Revenue $10,228,231
As filed on the 2023 return.
Listed in Part VII
-
John E CupplesJOHN E CUPPLES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 8 related
-
John L Hall IIJOHN L HALL II
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Karla Todd BarrettKARLA TODD BARRETT
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Lloyd C DahmenLLOYD C DAHMEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ogden M HunnewellOGDEN M HUNNEWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Patricia HillmanPATRICIA HILLMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Sarah Acer AllenSARAH ACER ALLEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 8 related
-
James MackeyJAMES MACKEY
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Charlie A Baker IIICHARLIE A BAKER III
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
George B BennettGEORGE B BENNETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brent A BercBRENT A BERC
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cynthia M ConnelyCYNTHIA M CONNELY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mary R Jeka EsqMARY R JEKA ESQ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Phillip W JohnstonPHILLIP W JOHNSTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Martin J WilliamsDR MARTIN J WILLIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Darlene BoviakDARLENE BOVIAK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Peter ZanePETER ZANE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Walter RamosWALTER RAMOS
PRESIDENT
- Total calculated
- $619,030
- From this org
- $590,820
- From related orgs
- $0
- Other
- $28,210
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $435,724
- Bonus
- $83,917
- Other
- $71,179
- Deferred
- $19,443
- Nontaxable benefits
- $8,767
- Filer's total
- $619,030
-
Petrus Van KalkerenPETRUS VAN KALKEREN
CHIEF ADMIN OFFICER
- Total calculated
- $283,331
- From this org
- $265,724
- From related orgs
- $0
- Other
- $17,607
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $227,591
- Bonus
- $15,000
- Other
- $23,133
- Deferred
- $8,825
- Nontaxable benefits
- $8,782
- Filer's total
- $283,331
-
Natalya LeshchinerNATALYA LESHCHINER
CHIEF FINANCIAL OFFICER
- Total calculated
- $290,412
- From this org
- $263,868
- From related orgs
- $0
- Other
- $26,544
- Hours/week
- 40 + 6 related
Schedule J breakdown matched by us
- Base
- $225,767
- Bonus
- $15,000
- Other
- $23,101
- Deferred
- $9,100
- Nontaxable benefits
- $17,444
- Filer's total
- $290,412
-
Brit J D'ArbeloffBRIT J D'ARBELOFF
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Laurie TrillingLAURIE TRILLING
CHIEF OPERATING OFFICER
- Total calculated
- $297,080
- From this org
- $272,294
- From related orgs
- $0
- Other
- $24,786
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $232,930
- Bonus
- $15,000
- Other
- $24,364
- Deferred
- $15,578
- Nontaxable benefits
- $9,208
- Filer's total
- $297,080
-
Kenneth CrisafulliKENNETH CRISAFULLI
VP - REAL ESTATE CONSTRUCTION AND DESIGN
- Total calculated
- $243,436
- From this org
- $212,487
- From related orgs
- $0
- Other
- $30,949
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $179,274
- Bonus
- $15,000
- Other
- $18,213
- Deferred
- $13,599
- Nontaxable benefits
- $17,350
- Filer's total
- $243,436
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7
- THE BOARD OF ROGERSON COMMUNITIES APPROVES PERFORMANCE BASED BONUSES THAT ARE INCLUDED IN COMPENSATION OF OFFICERS, DIRECTORS, AND HIGHEST COMPENSATED EMPLOYEES.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · REAL ESTATE · MA · controlled entity
Directly controlled by ROGERSON COMMUNITIES INC
-
ROSLINDALE SENIOR HOUSING CORPORATION
501(C)(3) · LOW INCOME HOUSING · MA · controlled entity
Directly controlled by ROGERSON COMMUNITIES INC
-
501(C)(3) · LOW INCOME HOUSING · MA · controlled entity
Directly controlled by ROGERSON COMMUNITIES INC
-
FANEUIL HIV HOUSING CORPORATION CO ROGERSON COMMUNITIES
501(C)(3) · LOW INCOME HOUSING · MA · controlled entity
Directly controlled by ROGERSON COMMUNITIES INC
-
LONGFELLOW NON-PROFIT HOUSING INC
501(C)(3) · LOW INCOME HOUSING · MA · controlled entity
Directly controlled by ROGERSON COMMUNITIES INC
-
CHARLES H FARNSWORTH HOUSING CORP
501(C)(3) · LOW INCOME HOUSING · MA · controlled entity
Directly controlled by ROGERSON COMMUNITIES INC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
BEACON HOUSE ROGERSON LP
RESIDENTIAL HOUSING · MA · 100% owned · share of income $692,014 · share of assets $1,227,385
Directly controlled by ROGERSON COMMUNITIES INC
-
ROSLINDALE HOUSE LIMITED PARTNERSHIP
RESIDENTIAL HOUSING · MA · 0.5% owned
Directly controlled by ROGERSON COMMUNITIES INC
-
FARNSWORTH HOUSE LIMITED PARTNERSHIP
RESIDENTIAL HOUSING · MA · 0.5% owned
Directly controlled by ROGERSON COMMUNITIES INC
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
BEACON HOUSE CORPORATION
C · RESIDENTIAL HOUSING · MA · 100% owned · share of income $1,280 · share of assets $17,849 · controlled entity
Directly controlled by ROGERSON COMMUNITIES INC
-
ROSLINDALE COOPERATIVE CORPORATION
C · RESIDENTAIL HOUSING · MA · 100% owned · share of income $11,319 · share of assets -$972,477 · controlled entity
Directly controlled by ROGERSON COMMUNITIES INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403199349312545
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