Nonprofit · EIN 04-2555987
ROXBURY TENANTS OF HARVARD ASSOCIATION INC
Tax-exempt · BOSTON, MA 02115
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $20,352,551 | $10,455,422 | $9,897,129 | $140,741,210 | $2,017,576 | $138,723,634 |
| December 31, 2024 | 990 | $19,938,274 | $9,330,704 | $10,607,570 | $123,055,584 | $3,666,120 | $119,389,464 |
| December 31, 2023 | 990 | $9,825,293 | $8,834,762 | $990,531 | $107,628,903 | $985,774 | $106,643,129 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $12,913,161
- of which government grants
- $34,825
- Program service revenue
- $4,658,147
- Investment income
- $2,755,612
- Other revenue
- $25,631
Expenses
- Grants and similar amounts paid
- $208,994
- Compensation of officers, directors and key employees
- $1,256,586
- Other salaries and wages
- $2,209,217
- Salaries, compensation and benefits (total)
- $4,407,641
- Professional fundraising fees
- $0
- Legal fees
- $86,754
- Accounting fees
- $74,224
- Occupancy
- $923,471
- Travel
- $25,872
- Depreciation
- $869,712
- Program services (functional)
- $7,827,322
- Management and general (functional)
- $2,628,100
Balance sheet and other
- Total assets, start of year
- $123,055,584
- Total assets, end of year
- $140,741,210
- Total liabilities, end of year
- $2,017,576
- Net assets, end of year
- $138,723,634
- Land, buildings and equipment
- $11,872,985
- Publicly traded securities
- $93,850,650
- Net assets without donor restrictions
- $138,654,347
- Net assets with donor restrictions
- $69,287
- Gross receipts
- $20,352,551
- Employees
- 75
- Year formed
- 1969
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KAREN T GATELY | EXECUTIVE DI Officer | 40 | $281,817 | $36,082 |
| DONNA DESMOND | CFO Officer | 40 | $255,515 | $17,909 |
| STEPHEN FULTON | SR. DIR OF P Highest-paid employee | 40 | $158,562 | $49,009 |
| PATRICIA AHARAN | CONTROLLER Highest-paid employee | 40 | $154,543 | $25,827 |
| JENNI SHAW | HR DIRECTOR Highest-paid employee | 40 | $138,000 | $22,771 |
| LORI TAYLOR | OFFICE MANAG Highest-paid employee | 40 | $101,582 | $34,064 |
| DANIEL POWELL | PRESIDENT Trustee or director, Officer | 4 | $19,300 | $0 |
| LIZHE JUSTIN HE | DIRECTOR Trustee or director | 2 | $12,900 | $0 |
| ISRAIL TSELNIK | DIRECTOR Trustee or director | 2 | $11,850 | $0 |
| WILLIAM SULLIVAN | VICE PRESIDE Trustee or director, Officer | 4 | $11,300 | $0 |
| JAQUELINE BOSTON | TREASURER Trustee or director | 4 | $10,800 | $0 |
| MICHELLE YARDE | DIRECTOR Trustee or director | 2 | $10,800 | $0 |
| ZHEN BAO LIN | DIRECTOR Trustee or director | 2 | $10,600 | $0 |
| JINGJING GAO | DIRECTOR Trustee or director | 2 | $7,500 | $0 |
| SAI MAK HAU | DIRECTOR Trustee or director | 2 | $7,200 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROL MENTON | SECRETARY/ C Trustee or director, Officer | 2 | $7,200 |
| RITA ARROYO | DIRECTOR Trustee or director | 2 | $3,100 |
| TOMEKA TAYLOR | DIRECTOR Trustee or director | 2 | $3,000 |
| HUI QUN MA | DIRECTOR, JA Trustee or director | 2 | $1,000 |
| DONGHUI DENG | DIRECTOR Trustee or director | 2 | $200 |
990 for the year ended December 31, 2024: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KAREN T GATELY | EXECUTIVE DI Officer | 40 | $284,289 | $33,227 |
| STEPHEN FULTON | SR. DIR OF P Highest-paid employee | 40 | $151,130 | $49,110 |
| PATRICIA AHARAN | CONTROLLER Highest-paid employee | 40 | $135,411 | $24,226 |
| JENNI SHAW | HR DIRECTOR Highest-paid employee | 40 | $105,506 | $16,066 |
| DONNA DESMOND | CFO Officer | 40 | $61,575 | $615 |
| HUI QUN MA | DIRECTOR, JA Trustee or director | 2 | $12,350 | $0 |
| WILLIAM SULLIVAN | PRES. JAN - Trustee or director, Officer | 2 | $10,650 | $0 |
| ISRAIL TSELNIK | TREAS. JAN - Trustee or director, Officer | 4 | $10,500 | $0 |
| JAQUELINE BOSTON | TREAS. FROM Trustee or director | 4 | $9,750 | $0 |
| LIZHE JUSTIN HE | VICE PRESIDE Trustee or director, Officer | 4 | $9,483 | $0 |
| MICHELLE YARDE | DIRECTOR Trustee or director | 2 | $9,450 | $0 |
| ZHEN BAO LIN | DIRECTOR Trustee or director | 2 | $9,303 | $0 |
| RITA ARROYO | CLERK, JUNE Trustee or director | 2 | $9,300 | $0 |
| TOMEKA TAYLOR | DIRECTOR Trustee or director | 2 | $9,300 | $0 |
| DANIEL POWELL | PRES. FROM J Trustee or director, Officer | 4 | $6,850 | $0 |
| CAROL MENTON | CLERK, JAN-J Trustee or director, Officer | 2 | $2,300 | $0 |
| DONGHUI DENG | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KAREN T GATELY | EXECUTIVE DI Officer | 40 | $172,355 | $0 | $20,585 |
| PATRICIA AHARAN | CONTROLLER Highest-paid employee | 36 | $87,417 | $15,428 | $16,071 |
| ISRAIL TSELNIK | TREASURER Trustee or director, Officer | 4 | $10,400 | $0 | $0 |
| WILLIAM SULLIVAN | PRESIDENT Trustee or director, Officer | 4 | $8,950 | $0 | $0 |
| JAQUELINE BOSTON | BOARD MEMBER Trustee or director | 2 | $8,900 | $0 | $0 |
| MICHELLE YARDE | BOARD MEMBER Trustee or director | 2 | $8,850 | $0 | $0 |
| ZHEN BAO LIN | BOARD MEMBER Trustee or director | 2 | $8,550 | $0 | $0 |
| RITA ARROYO | BOARD MEMBER Trustee or director | 2 | $8,500 | $0 | $0 |
| CAROL MENTON | CLERK Trustee or director, Officer | 4 | $8,450 | $0 | $0 |
| LIZHE JUSTIN HE | VICE PRESIDE Trustee or director, Officer | 4 | $8,250 | $0 | $0 |
| TOMEKA TAYLOR | BOARD MEMBER Trustee or director | 2 | $6,350 | $0 | $0 |
| HUI QUN MA | BOARD MEMBER Trustee or director | 2 | $4,800 | $0 | $0 |
| DANIEL POWELL | BOARD MEMBER Trustee or director | 2 | $2,500 | $0 | $0 |
| WAH KWAI NGAI | BOARD MEMBER Trustee or director | 2 | $2,400 | $0 | $0 |
| DONGHUI DENG | BOARD MEMBER Trustee or director | 2 | $1,400 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 11 NEW WHITNEY ST, BOSTON, MA 02115-6276
- Principal officer (990 for 2025)
- KAREN T GATELY, 11 NEW WHITNEY STREET, BOSTON, MA 02115
- Signed the 990
- KAREN T GATELY, EXECUTIVE DIRECTOR
- Phone
- (617) 232-4306
- Website
- WWW.ROXBURYTENANTS.ORG
- Return prepared by
- DAVISKELLY LLP
Mission
ROXBURY TENANTS OF HARVARD (RTH) SEEKS TO DEVELOP, PRESERVE AND MAINTAIN SAFE AND AFFORDABLE HOUSING FOR LOW AND MODERATE INCOME PEOPLE OF DIVERSE BACKGROUNDS IN THE RTH/MISSION HILL NEIGHBORHOOD, AND TO IMPROVE THE QUALITY OF LIFE FOR ITS RESIDENTS. WE ACHIEVE THIS THROUGH PROPERTY MANAGEMENT, CONSTRUCTION AND REHABILITATION OF PROPERTIES, PROVISION OF SOCIAL AND EDUCATION SERVICES, WORKFORCE DEVELOPMENT, AND COMMUNITY ACTIVISM. AS ONE OF THE OLDEST GRASSROOTS TENANT ORGANIZATIONS, WE DEDICATE OURSELVES TO DEFENDING THE RIGHT TO QUALITY, AFFORDABLE HOUSING FOR PEOPLE OF ALL RACES AND CULTURES AS WELL AS PROMOTING TENANT EMPOWERMENT THROUGH ACTIVE TENANT PARTICIPATION IN LEADERSHIP AND DEVELOPMENT.
Program accomplishments
- COMMUNITY SERVICES - RTH PROVIDES A WIDE VARIETY OF PROGRAMS AND SERVICES TO ITS RESIDENTS AND HOSTS COMMUNITY EVENTS THROUGHOUT THE YEAR. IT OPERATES A SWIMMING POOL, A LIBRARY, A COMPUTER LEARNING CENTER,A HEALTH AND WELLNESS CENTER, AN AFTERSCHOOL AND SUMMER CAMP CENTER. IT PROVIDES ASSISTANCE TO SENIOR CITIZENS, JOB TRAINING, EDUCATION, HEALTH AND WELLNESS PROGRAMMING,FAMILY PROGRAMMING, RECREATION AND GENERAL SUPPORT TO RESIDENTS.Expenses $5,017,696 · grants $208,994 · revenue $2,628,880
- AFFORDABLE HOUSING - THE ORGANIZATION OWNS OR OPERATES 1,114 UNITS OF RENTAL HOUSING PRIMARILY AFFORDABLE TO RESIDENTS OF LOW AND MODERATE INCOME.Expenses $2,809,626 · revenue $2,029,267
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2555987
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1977
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P200)
- Assets (IRS master file)
- $140,741,210
- Income (IRS master file)
- $20,352,551
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $20,352,551 | $10,455,422 | $140,741,210 | XML |
| 990 | December 2024 | $19,938,274 | $9,330,704 | $123,055,584 | XML |
| 990 | December 2023 | $9,825,293 | $8,834,762 | $107,628,903 | XML |
| 990 | December 2022 | $10,908,271 | $8,322,374 | $97,759,899 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2555987).
Questions about ROXBURY TENANTS OF HARVARD ASSOCIATION INC
- What is the EIN of ROXBURY TENANTS OF HARVARD ASSOCIATION INC?
- The employer identification number (EIN) of ROXBURY TENANTS OF HARVARD ASSOCIATION INC is 04-2555987.
- Is ROXBURY TENANTS OF HARVARD ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to ROXBURY TENANTS OF HARVARD ASSOCIATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROXBURY TENANTS OF HARVARD ASSOCIATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ROXBURY TENANTS OF HARVARD ASSOCIATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROXBURY TENANTS OF HARVARD ASSOCIATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ROXBURY TENANTS OF HARVARD ASSOCIATION INC?
- The 990 for the year ended December 31, 2025 names KAREN T GATELY.
- Who are the officers and directors of ROXBURY TENANTS OF HARVARD ASSOCIATION INC?
- The 990 for the year ended December 31, 2025 lists 20 people; 20 received compensation from the organization, the highest $281,817 (KAREN T GATELY, EXECUTIVE DI).
- How much revenue does ROXBURY TENANTS OF HARVARD ASSOCIATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $20,352,551, expenses of $10,455,422 and total assets of $140,741,210 at year end.
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