Nonprofit · EIN 04-2732088
MERRIMAC VALLEY HOUSING SERVICES INC
Tax-exempt · LOWELL, MA 01852
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,521,694 | $1,186,212 | $335,482 | $2,153,324 | $7,149,137 | -$4,995,813 |
| June 30, 2024 | 990 | $1,415,488 | $1,239,114 | $176,374 | $1,991,359 | $7,322,654 | -$5,331,295 |
| June 30, 2023 | 990 | $1,276,828 | $1,234,126 | $42,702 | $1,990,453 | $7,498,122 | -$5,507,669 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,266,990
- of which government grants
- $1,266,990
- Program service revenue
- $212,744
- Investment income
- $37,058
- Other revenue
- $4,902
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $28,470
- Accounting fees
- $15,000
- Depreciation
- $17,037
- Program services (functional)
- $950,945
- Management and general (functional)
- $235,267
Balance sheet and other
- Total assets, start of year
- $1,991,359
- Total assets, end of year
- $2,153,324
- Total liabilities, end of year
- $7,149,137
- Net assets, end of year
- -$4,995,813
- Land, buildings and equipment
- $378,133
- Net assets without donor restrictions
- -$5,052,909
- Net assets with donor restrictions
- $57,096
- Gross receipts
- $1,521,694
- Employees
- 0
- Volunteers
- 3
- Year formed
- 1981
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rita O'Brien Dee | President Trustee or director, Officer | 2 | $0 |
| Dennis Piendak | Treasurer Trustee or director, Officer | 2 | $0 |
| Marie Sweeney | Clerk Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RITA O'BRIEN DEE | PRESIDENT Trustee or director, Officer | 2 | $0 |
| MARIE SWEENEY | CLERK Trustee or director, Officer | 2 | $0 |
| DENNIS PIENDAK | TREASURER Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RITA O'BRIEN DEE | PRESIDENT Trustee or director, Officer | 2 | $0 |
| MARIE SWEENEY | CLERK Trustee or director, Officer | 2 | $0 |
| DENNIS PIENDAK | TREASURER Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 155 MERRIMACK ST, LOWELL, MA 01852-1723
- Principal officer (990 for 2024)
- Rita O'Brien-Dee, 155 Merrimack Street, Lowell, MA 01852
- Signed the 990
- Nancy Van Alst, Chief Financial Officer
- Phone
- (978) 459-0551
- Return prepared by
- Grassi & Co CPA'S PC
Mission
To provide families, elderly persons and handicapped persons of low income, who are residents of the Merrimack Valley Planning District, with housing facilities and other services on a non-profit basis.
Program accomplishments
- Low-income housing for elderly and handicapped persons.Expenses $950,945 · revenue $217,646
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2732088
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1981
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22Z)
- Assets (IRS master file)
- $2,153,324
- Income (IRS master file)
- $1,521,694
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,521,694 | $1,186,212 | $2,153,324 | IRS |
| 990 | June 2024 | $1,415,488 | $1,239,114 | $1,991,359 | XML |
| 990 | June 2023 | $1,276,828 | $1,234,126 | $1,990,453 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 04-2732088).
Questions about MERRIMAC VALLEY HOUSING SERVICES INC
- What is the EIN of MERRIMAC VALLEY HOUSING SERVICES INC?
- The employer identification number (EIN) of MERRIMAC VALLEY HOUSING SERVICES INC is 04-2732088.
- Is MERRIMAC VALLEY HOUSING SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to MERRIMAC VALLEY HOUSING SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MERRIMAC VALLEY HOUSING SERVICES 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 MERRIMAC VALLEY HOUSING SERVICES INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MERRIMAC VALLEY HOUSING SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MERRIMAC VALLEY HOUSING SERVICES INC?
- The 990 for the year ended June 30, 2025 names Rita O'Brien-Dee.
- Who are the officers and directors of MERRIMAC VALLEY HOUSING SERVICES INC?
- The 990 for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does MERRIMAC VALLEY HOUSING SERVICES INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,521,694, expenses of $1,186,212 and total assets of $2,153,324 at year end.
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- MERRIMACK VALLEY HOUSING PARTNERSHIP INC EIN 04-2950316 · last filed 990 for 2025
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All nonprofits in LOWELL · Massachusetts · Housing and shelter