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Supporting and reStoring

the LiveS of individuaLS,

famiLieS & CommunitieS

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he year just past was one of the most productive for Rogerson Communities, and may well have

been the best ever. Our two affordable housing projects under construction will be open for business

and filling with new tenants in 2015.

Beacon House, after thirty years under our management, was purchased from the investors by Rogerson and will remain affordable housing in perpetuity. Two new clients were added to our managed properties list—Mason Wright in Springfield and Fenway Studios in Boston. Importantly, our Adult Day Health Programs moved to licensure. Also, the senior management team was reconstituted by promotions from within the organization. And, all this was done while a major strategic planning process was carried forward by the Board of Directors and staff.

Hong Lok House will be the center for elder activity in Chinatown with seventy-four affordable units, an Adult Day Health program and a community center. Costs to build far exceeded available funds and Rogerson secured the additional funding needed. Cooper House was far behind schedule and the contractor there needed constant direction from us to finish the building. The other major project

under development, Fairing Way, has picked up momentum and will be under construction in 2015.

Our purchase of Beacon House and new management clients solidify our management portfolio. Income from the operation of facilities is vital to our future and the stability of the organization. Also, adding stability is the new licensing program for Adult Day Health. Over the years, we have advocated for licensure so that real healthcare delivery that goes on at quality programs is recognized and that sub-par providers be improved or eliminated.

The results of the strategic planning effort have deemed that all current programs are still vital and will continue, but more is needed. We will continue to innovate, to build affordable housing and to manage environments which support frail elders. We have every confidence that Rogerson’s seasoned professional staff and leadership will carry this work forward with dignity, longevity, and vitality.

a m e S S a g e f r o m t h e B o a r d C h a i r a n d p r e S i d e n t

Brit d’Arbeloff Board Chair

James F. Seagle, Jr. President

B e a C o n h o u S e

Loring LibraryCommunity Room Beacon House lobby

Beacon Chambers Hotel, 1901

One of Rogerson’s great accomplishments of 2014 was the purchase of Beacon House. Rogerson had been a general partner in the ownership of Beacon House since 1982 when we restored the building after a fire and created affordable housing for low-income elders in a neighborhood that has priced out nearly all but the wealthy. By purchasing the property, Rogerson saved it from being developed as market rate units and preserved its affordability in perpetuity. All of this was only possible with a great deal of support from both Rogerson’s Board of Directiors and the Beacon House Corporation along with many State and City leaders, especially Boston Mayor Martin J. Walsh, and with community support.

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Jo h n was one of the first residents of the new Hong Lok House. After 40 years of employment, John had become homeless and was living in a shelter following a series of life threatening health issues and hospitalizations. He came to Rogerson through a network of local service providers and today is thriving, managing his health with access to doctors and hospitals, and is an important part of his community.

tia came to Rogerson Communities’ Adult Day Health Program many years ago to get support managing chronic health issues. In addition to these health conditions, Tia takes medication to manage her mental health – a critical component of maintaining her long-term recovery from addiction. Today, Tia is an active grandmother and a powerful role model of optimism to other elders.

he n ry began attending a Rogerson Communities day program after a stroke left him paralyzed on one side and bound to a wheelchair. With support from staff, and access to a state-of-the-art fitness center, Henry began exercising. Today, Henry walks with a cane and exercises daily. His life is rich with people and activities.

S u p p o r t i n g a n d r e S t o r i n g i n d i v i d ua L L i v e S a n d C o m m u n i t y

“ I am deeply grateful to Rogerson Communities for providing me with a wonderful place to live. I look forward to giving back in any way I can.”

“ The nurses help me with my medications and keep track of important doctor appointments.”

“ I thought that hospital bed was going to be my life, or the isolation of being stuck at home in a wheelchair. That’s not at all my story today – my life is amazing!

In early 2014 Hong Lok House completed construction of Phase I on Essex Street in Chinatown. Forty-three residents are now housed in the 32 apartments. Extensive work was performed on Phase II during the year and will include, upon completion, a total of 74 affordable units, a live-in manager unit and significant community space including an adult day health program, a senior center and a green roof with tai chi deck. This project has helped residents age in their community with access to the amenities they need, such as health care, shopping and transportation.

h o n g L o k h o u S e

2014 B y t h e n u m B e r S

The average age of residents who live in Rogerson Communities’ elderly housing is 77.

Our oldest resident is 102 years old.

76,538 meals and snacks were served at 3 day program sites.

8,167 congregate meals were served at Beacon House and Farnsworth House.

12 elders in need were helped by Elder Assistance Fund emergency grants.

289 individuals participated in Fitness First at 5 Rogerson Communities’ sites and completed 13,952 staff-supervised Fitness First sessions.

The oldest Rogerson Fitness First participant is 99 years old.

330 adult day health program participants and their families relied on Rogerson’s day programs to keep the participants healthy and safe.

There are 28 properties and programs under Rogerson Communities management.

Rogerson Communities manages 1,354 units, and 216 units are in development.

ogerson Communities’ financials for 2014 reflect another positive year

of modest economic growth in spite of directing major resources toward the completion of Hong Lok House and Cooper House. The purchase of Beacon House from a limited partner afforded Rogerson Communities a developer fee that helped it to support various programs throughout the organization. Management and consulting fees increased due to a strong resident census and consulting engagements. Rogerson’s positive 2014 financial results have enabled us to move forward confidently with a 5-year strategic plan which was developed in 2014.

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REVENUES

Management and Consulting 3,367,272 Adult Day Health Programs 3,087, 714 Contributions 1,563,570 Other Income 191,678

$ 8,210,234

EXPENSES

Programs and Management 5,670,468 Staff and Administration 1,742,436

$ 7,412,904

NET ASSETS

End of Year $ 22,157,977

Mayor Martin J. Walsh visited Rogerson’s Roslindale site where he met residents, toured the adult day health program and Fitness First, and visited the dementia day program.

t is only with the help of our generous

supporters that Rogerson Communities

can build, maintain and expand programs that

both decrease healthcare costs and increase quality of life

for elders in need. Your enthusiastic participation at our

Welcome Home! gala, on a board or committee, or in our

Annual Fund provides direct support to very vulnerable

members of our community. We give particular thanks

to the Beacon Hill community for their commitment

to ensuring that affordable housing remains part of the

fabric of the neighborhood. Together, through our adult

day health programs, fitness training, dementia care and

affordable housing, we are making a significant difference

in the lives of low-income elders and their families in

greater Boston. Thank you for another wonderful year.

W i t h t h a n k S t o o u r d o n o r S

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2014 GIFTS TO ROGERSON COMMUNITIES

INDIVIDUALS

$100,000 AND ABOVEAnonymous (1) Brit d’Arbeloff

$50,000 - $99,999Eugene H. & Meredith P. ClappSusan Rothenberg

$25,000 - $49,999John L. Hall, II & Ann T. Hall Larry K. & Atsuko Fish

$10,000 - $24,999Harold & Maura A. BrownHarold J. CarrollLloyd C. & Gene D. DahmenJoseph S. & Cynthia L. FreemanDonald & Patricia HillmanThomas J. & Diane Dziama HollisterOgden M. & Nina HunnewellGary P. Kearney, M.D. & Susan KearneyRobert I. & Elizabeth OwensJames F. Seagle, Jr. & Barbara Seagle, M.D.Myles D. & Lise Lange StriarSamuel O. Thier, M.D. & Paula ThierPeter L. & Ellen Zane

$5,000 - $9,999George B. & Mimi BennettLalor & Patricia N. BurdickHoward E. Cox, Jr.John E. & L. Adrienne CupplesRichard L. Friedman & Friedman Family

Charitable FundJames L. & Susan JoslinMr. & Mrs. David S. LeeJoseph M. Rizzo & Mary L. Ryan

$2,500 - $4,999Timothy S. & Sarah A. AllenJoel B. Alvord & Lisa SchmidPaul & Ashley BernonLeo S. Corcoran, Esq.J. Kevin & Susan D. LearyAlan & Cecily O. Morse

In memory of Ida C. WalkerAlbert W. & Emily LaisyIn memory of Willie J. Washington, Esq.Janet Lee Washington*deceased

$500 - $999George AntoniadisMichael BradyCatherine V. BrighamCharles BuresNonnie & Rick BurnesAndrew P. & Amy W. BurnesThomas J. ButtersWilliam CareyCharles L. Cooney & Peggy ReiserCarolyn F. CorcoranKenneth & Cara CrisafulliMatthew A. d’Arbeloff & Claudia LavinRobert & Bobo DevensSotiris P. Diamandis, M.D.Elias & Jody DowDaniel B. Ford, III & Amy S. FordBeverly GalloFrederic J. Gardner & Sherley G. SmithPaul & Cherry GarridoRussell A. Gaudreau Jr., Esq. & Betty GaudreauLillian GoldenJoseph W. HammerErling A. Hanson, Jr. & Elizabeth M. HansonJohn & Andrea HartnettFarhat H. Homsy, M.D.James D. Houghton & Constance B. CoburnJ. Atwood & Elizabeth IvesThomas R. & Robin JacksonJerome P. Kassirer, M.D. & Sheridan L. KassirerJoan E. Kolligian, Esq.Andrew J. LeySharon MainguyJoseph B. & Rachel A. MartinBarbara J. McNeil, M.D., Ph.D.Gary R. Mikula & Holly Burnet MikulaLois F. NessonGeorgia E. PappasKevin C. & Anne D. PhelanJohn S. ReidyPeter A. & Mary T. Renner

Paul & Mary Beth SandmanDaniel E. Smith, Jr.Karla S. ToddPeter and Sally Wilde

$1,000 - $2,499Elizabeth AmesBetsey I. AnsinF. Wesley Baker & Denise PerryStephen J. Camer, M.D.Joseph P. & Carolyn J. CampanelliKenneth D. ChicosWilliam H. Claflin, IVThomas P. Connor, Jr. & Laura CarlettoThe Connors FamilyWilliam J. & Sarah DucasJohn W. & Carol D. FilbinJohn H. Finley, III & Margot FinleyJohn FowlerPaul E. & Helen GeorgeDaniel W. & Maria GerrityDaniel A. & Dorothy A. GradyDavid W. & Florence F. GrahamMadeleine B. GrantBayard & Julie HenryJames F. Hunnewell, Jr. & Susan W. HunnewellNancy IvesStephen B. Jeffries & Kimberlea TraceyMary J. KakasDavid J. Karaus & Marcia C. PetersNancy C. Lincoln & Reddi FordSheryl MarshallNancy E. MarttilaStephen Mead, Jr. & Laetitia F. MeadLouis W. Meeks, M.D.* & Berneda MeeksJean & Kyra MontaguDavid H. & Susan McWhinney MorseAdam & Elika PortnoyHeidi PriceRichard L. & Diane H. SchmalenseeRoger D. ScovilleJohn D. & Susan F. SpoonerT.L. & Lucinda H. StebbinsJames C. & Eileen B. StokesIn honor of Stephen HurwitzHurwitz Family Trust In honor of Dr. Gary P. KearneyMargaret Boles Fitzgerald

Emily RooneyMichael J. RubertoPaul S. Russell, M.D.Drs. Richard D. & Mary D. ScottJoseph L. & Nancy SerafiniRoss E. & Kathleen B. SherbrookeErrin SiagelGordon H. SilverMindy F. SpitzH. Porter Terry, III & Carol S. TerrySandy & Cathy TierneyJay & Laurie N. TrillingThomas C. & Ellen Takagi WalshPramila R. Yadav, M.D.In memory of R. Marshall SchellJanice Schell

$250 - $499Paul J. & Jane AyoubThomas M. Claflin, II & Rachel C. ClaflinMr. & Mrs. Frederic M. CliffordCaitlin E. CroweEdward E. DannJames M. & Janet B. FitzgibbonsArthur L. & Vida GoldsteinKurt E. & Jane HansonIslande IcartJudy Jose-RoddyShelley Kaplan & Alan CarvalhoDaniel K. Kingsbury & Caitriona Ni DhuchonMichael KizelewiczDennis J. LangwellDavid T. & Susan H. LawrencePhilip W. Le QuesneMr. & Mrs. Charles C. LockwoodRon McGarveyJames R. & Karen McSherryAli & Betty RiazWilliam G. RogersonTweed & Leslie RooseveltEllen J. RubinColin & Victoria SmythRegina SnowdenEdward SopleLee & Laura StoneJeffrey WalkerLila Wolff

In honor or Gary P. Kearney, M.D.Mark A. & Judith C. King

$100 - $249Myriam ArmantSimone AusterCourtney A. BarthMartin & Katharine N. BegienJas BhogalMargaret BlackMichael BlanchardJanet L. BronsteinShannon A. CashmanGeoffrey T. ChalmersRobert D. Chellis & Sandy AdamsWilliam & Lisa ChioffiDennis & Marie CorcoranErica A. CorsanoJames M. & Laurel M. CosmanRobert K. Crabtree & Priscilla EllisDavid & Julie CrowleyFlorence L. EverettEllen FeingoldAnne FitzpatrickSusan A. Flanagan, M.P.H., Ph.D.Peter R. GatesNicholas & Paula M. GleysteenPatrick GrantHenry H. HammondSarah R. HinkleFrederic B. & Caroline HoppinMariel Keane HoughErica HoughtlinPamela P. HumphreyJoseph A. Hunter & Esther SchlorholtzRichard G. Jacobus, Jr.Noah Katz*Walter G. & Elizabeth S. KenyonPeter Kronheimer & Jennifer AndrewsAnn KurlandJames LaddBarbara LeeJerry LeshemSharon P. LoewenthalPaula LyonsKim MaiDavid G. & Missy Daboul Margolis

In memory of Hilda TilletDennis W. MorsonIn memory of Ida C. WalkerKenneth & Stacy B. BackmanJeremiah GabinDaniel OsbornKatie VanstryMark WardDonald J. & Catharine Winter*deceased

UP TO $100Anonymous (1)Jacob L. & Nancy L. BloomF. Gorham Brigham, Jr. & Amy BrighamLane ByrdCharles W. & Elaine DavidsonBradley & Margaret DayKaren DeTempleBijan Etemad-GilbertsonManuel FelizLoise Francisco-AndersonPaolo GaudianoJohn S. GraceJohn T. Griffin, Jr.Daniel GuettlerSally GwinRonald T. HaferWilliam H. & Christine M. HayesM. HectorChelsea HobgoodFrank HodgeNoelle JankaDavid KleilubOlga LopezAlba MaldonadoLisa A. MartancikSarah E. MeyersMargaret E. MichaudHanni MyersAtheline Wilbur NixonMary PasciuccoMarc PelletHarold I. PrattMitch & Laura RockAhmad R. SaadatRobert Sakakeeny

Joseph G. MariMax Ultimate Food/Dan MathieuEdwin P. Maynard, III, M.D. & Lisa MaynardTabitha McCarthyBoston School STRIVE Program/John McCauleyJohn S. & Sandra M. McWhirterThelma P. MooreDavid T. MoyLou Odette & Ellen GaffneyKaren OsbornCollette PhillipsDavid PietrantoniAlejandro QuirogaGustavo QuirogaJorge & Barbara QuirogaAnne RandJack ReynoldsDavid P. Rockwell & Debra L. HallM. Robert RoseGlenn Ross, M.D.Denise RothschildMarna RoweTanit Sakakeeny Rani SarinAmy N. SchectmanAnne Morton SmithPeter Smith & Catherine S. DickeyRoger L. Snow, M.D. & Harron EllensonChristopher Spinazzola & Marjorie ClapproodGeorge R. & Lee T. SpragueCatherine SquiresPriscilla StieffW. Nicholas & Joan ThorndikeJohn L. ThorndikeMichael K. & Nancy B. TookeConstance V.R. WhiteKatherine B. WinterAnuradha YadavAda J. YarbroughIn honor of Betsy P. LeitchThomas E. WeesnerIn honor of Cecily MorseMichael A. & Annette MillerIn honor of Catherine WitherspoonMarjorie J. WitherspoonIn memory of Leo K. HayesEleanor McGourty

Serge SalagerEllie ScherrMartin Schetzen, Ph.D. & Jeannine M. SchetzenJohn W. SearsJoanne SniderLaury SorensenCynthia J. Stein, M.D., M.P.H.Margaret W. StubbsScott A. SwartzMichael & Annlinnea TerranovaAnastasia UdnikovaDoris YaffeIn honor of Barbara QuirogaCarol G. EinhornIn memory of Ruth CopelandEdythe CopelandIn memory of Betty DupreeMartha B. BassIn memory of Winnie HarrisonRoland & Rose ClementsSonja L. WhiteIn memory of Florence LiebermanThe Hoffman FamilyIn memory of David MillerGerald F. & Georgiana K. WhiteIn memory of Ida C. WalkerAmy ChapinAndrew CohenFaith FrankElizabeth MurrayGermain PlanchaisCharles W. & Kimberly A. SutherIn memory of Willie J. Washington, Esq.Darien N. Smith

IN-KIND DONATIONS

Michael BlanchardBoston MagazineBradhamDesign.comCityscapes Inc.Diane ChiassonEmily G. KahnEuropean Auto SolutionsCarl J. Martignetti

Cityscapes Inc.The Martignetti CompanyMAX Ultimate FoodBarbara Quiroga & AssociatesEileen RicciJames F. Seagle, Jr. & Barbara Seagle, M.D.Verna WilsonV-Neck MediaJanet Wu

CORPORATIONS & FOUNDATIONS

$500,000 AND ABOVEAnonymous (1)

$50,000 - $99,000Fidelity Investments Charitable Gift FundGoldman, Sachs & Co.The Janey Fund

$25,000 - $49,999Amelia Peabody Charitable FundElisha Ashton TrustDellbrook Construction, LLCThe James and Sarah Dyer Charitable Fund,

Bank of America, N.A., TrusteeTufts Health Plan Foundation

$10,000 - $24,999Blue Hills Bank Charitable FoundationBushrod H. Campbell and Adah F. Hall

Charity FundCharles F. Bacon Trust, Bank of America, N.A.,

TrusteeCitizens Bank, MassachusettsThe Hamilton Company Charitable FoundationNixon Peabody LLPSailors’ Snug Harbor of Boston

$5,000 - $9,999Alice Willard Dorr FoundationBlue Cross Blue Shield of MassachusettsBrooklineBankBrookline Tuberculosis & Health SocietyBrooks AutomationCharles Sanders TrustCovidien

The Boston FoundationBroderick BancroftCentre Cuts CorporationCharity WarriorsDuane Morris LLPGreater Boston Chinese Golden Age CenterHaemonetics CorporationHarvard Pilgrim Health CareHeritage Healthcare Services, Inc.Market Street Trust CompanyMidtown Home Health Services, Inc.Mount Pleasant HomeNorfolk Hardware & Home CenterO’Neill & Associates, LLCRBC Wealth Management, RBC

Foundation - USASunshine Janitorial Services, Inc.Wellesley Design Consultants, Inc.In honor of Lloyd DahmenBarbara Nan Grossman Family Charitable

Foundation

$250 - $499James Kelly & Sons, Inc. Landscaping Co.Industrial Floor Covering, Inc.James Devaney Energy, Inc.The Parish of Sacred HeartR. Zoppo Corporation

$100 - $249AmazonRichard G. Jacobus Family Foundation, Inc.STIL Legacy DedhamWCVB-TVIn memory of Rayetta Perkins Jones’ motherBoston School STRIVE Program

UP TO $100Luxe Boutique LLC

GIFTS TO ROGERSON HOUSE, JAMAICA PLAIN

INDIVIDUALS

$2,500 - $4,999In memory of Annie Mae EvansWynelle Evans

Edward Austin Trust, Bank of America, N.A., Trustee

Greater Media, Inc.The Howard C. Connor Charitable FoundationJohn Moriarty & Associates, Inc.Liberty Mutual GroupThe Mattina R. Proctor FoundationMerck Partnership for GivingNutter, McClennen & Fish LLPPartners HealthCare Systems, Inc.Robert Brigham TrustSilicon Valley Community FoundationTJX FoundationNew England Baptist Hospital

$2,500 - $4,999Boston Private Bank & Trust CompanyThe Fieldstone FoundationSophia Snow PlaceIn honor of Gary P. Kearney, M.D.Mulkern Mechanical, Inc.

$1,000 - $2,499The Alchemy FoundationAdelard A. Roy & Valeda Lea Roy FoundationAlvord Family FoundationBrigham & Women’s HospitalChia-Ming Sze Architect, Inc.Ercolini & Company LLPFiduciary Trust CompanyFarnsworth Housing CorporationHUB International New EnglandOppenheimer & CompanyPenobscot Investment Management Co., Inc.Re-StreamRubblestone FoundationSchwab Charitable FundStifler Family FoundationTFC Financial ManagementThe Schochet CompaniesVincent Mulford FoundationWalsh Brothers, Inc.In honor of Gary P. Kearney, M.D.The Henry Luce Foundation, Inc.

$500 - $999Anonymous (1)Allstar Waterproofing & Building Restoration, Inc.

$1,000 - $2,499Toni Strassler

$100 - $249In memory of Betty DupreeRobert Calvert, Jr.

UP TO $100In memory of Betty DupreeTheresa C. HughesDonna S. RobbinsIn memory of Annie Mae EvansRobert & Marilyn H. SchmidtLinda J. WhitlockIn memory of Mary MoranMichael J. Pisari, Jr. & Donna M. PisariIn memory of Rose RoccoLouis J. & Rita C. Binda

CORPORATIONS & FOUNDATIONS

$10,000 - $24,999Rochester Area Community Foundation

$2,500 - $4,999Seaward Management Corporation

$1,000 - $2,499The Barrington Foundation, Inc.

GIFTS IN SUPPORT OF MOUNT PLEASANT HOME, JAMAICA PLAIN

CORPORATIONS & FOUNDATIONS

$10,000 - $24,999Charles F. Bacon Trust, Bank of America,

N.A., TrusteeCharles H. Farnsworth Trust, Bank of America,

N.A., Trustee

$5,000 - $9,999Bushrod H. Campbell and Adah F. Hall

Charity FundEastern Bank Charitable Foundation

2014 SENIOR MANAGEMENTJames F. Seagle, Jr.PresidentSimone AusterExecutive Assistant to PresidentChitra SharmaVice President, FinanceKen CrisafulliVice President, FacilitiesCourtney BarthVice President, Development & Community RelationsLaurie N. TrillingChief Operating OfficerNancy KowalskiVice President, Human Resources

2014 PROGRAMS & PROPERTIES UNDER MANAGEMENTBeacon HouseCarleton HouseCommunity at Pond MeadowCouncil TowerElder Assistance FundFarnsworth HouseFenway StudiosFlorence HouseHale Barnard ServicesHealthy Rogerson Hill House Hong Lok House (Phase I)Joy Street ResidenceLongfellow HouseMason Wright Peter Faneuil HousePond HomeResidences at Snow PlaceRogerson HouseRogerson House Day ProgramRogerson Egleston Adult Day Health ProgramRogerson Roslindale Adult Day Health ProgramRogerson Roslindale Dementia Day ProgramRogerson Fitness FirstRoslindale HouseSophia Snow HouseSpencer HouseSpringhouseWalnut House

2014 OFFICERSBrit d’ArbeloffChairMary L. RyanTreasurerColin SmythClerkJames F. Seagle, Jr.President

DIRECTORSJohn E. CupplesLloyd C. DahmenJohn L. Hall, IIPatricia M. HillmanOgden M. HunnewellMary J. KakasGary P. Kearney, M.D.Cecily O. MorsePaula ThierKarla Todd

OVERSEERSNile L. Albright, M.D.*Daniel BancroftPatricia N. Burdick*Carolyn J. CampanelliRobert D. ChellisMeredith P. Clapp*Lisa ClarkPat L. Cox*Christine F. Collins

Erica A. CorsanoAndrea d’AmatoLawrence S. DiCara*Paul S. Evans*Ellen FeingoldTerry S. FieldJohn H. Finley, III*Susan A. Flanagan, Ph.D.Herbert P. Gleason*Elizabeth M. HansonJoseph A. HunterSarah D. HurlbutPeter M. Keating*Bonlyn A. McBrideBarbara J. McNeil, M.D., Ph.D.Randace Rauscher MooreSarah B. Porter*Joanne PrinceRebekah Richardson*Sarita RogersJeffrey W. SacksEsther SchlorholtzJoseph L. Serafini*Robin E. ShermanMerlin SouthwickWilliam C. Stone*Robert TuchmannEllen Takagi Walsh*Georgiana K. WhitePeter Zane

*Former Director

ROGERSON COMMUNITIES ONE FLORENCE STREET, BOSTON MA 02131 617.469.5800 WWW.ROGERSON.ORG

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