Nonprofit · EIN 04-3210262
MERRIMACK VALLEY ECONOMIC DEVELOPMENT CORPORATION
Tax-exempt · HAVERHILL, MA 01830
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $151,853 | $151,250 | $603 | $909,568 | $124,444 | $785,124 |
| June 30, 2024 | 990 | $149,889 | $51,215 | $98,674 | $857,040 | $72,519 | $784,521 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $150,000
- Investment income
- $0
- Net rental income
- $1,853
- Other revenue
- $1,853
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,250
- Program services (functional)
- $150,000
- Management and general (functional)
- $1,250
Balance sheet and other
- Total assets, start of year
- $857,040
- Total assets, end of year
- $909,568
- Total liabilities, end of year
- $124,444
- Net assets, end of year
- $785,124
- Land, buildings and equipment
- $5,731
- Net assets without donor restrictions
- $785,124
- Gross receipts
- $154,369
- Employees
- 0
- Year formed
- 1993
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JERRARD WHITTEN | CEO Trustee or director | 2 | $0 | $176,003 | $8,122 |
| JENIFER DUNLAP | CFO Trustee or director | 2 | $0 | $154,518 | $18,034 |
| THOMAS ABISALIH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAMES BARNES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KATHLEEN BRADLEY-COLWELL | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KATE KELLY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DANIEL MCCARTHY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN MURPHEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| FRANK J O'CONNOR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN PETTIS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANNIE SCHINDLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LISA SCHWARZ | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ROBERT SNOW | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| FRANCISCO SURILLO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| FREDERICK TAINTOR | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARTHA TAYLOR | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL WELCH | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS ABISALIH | DIRECTOR Trustee or director | 1 | $0 |
| JAMES BARNES | PRESIDENT Trustee or director, Officer | 2 | $0 |
| KATHLEEN BRADLEY-COLWELL | DIRECTOR Trustee or director | 1 | $0 |
| RICHARD BYERS | DIRECTOR Trustee or director | 1 | $0 |
| JOHN CASHELL | DIRECTOR Trustee or director | 1 | $0 |
| JENIFER DUNLAP | CFO Trustee or director | 2 | $0 |
| ROBERT LAPLANTE | SECRETARY Trustee or director, Officer | 2 | $0 |
| CHRISTINE LINDBURG | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL MCCARTHY | DIRECTOR Trustee or director | 1 | $0 |
| BRIAN MURPHEY | DIRECTOR Trustee or director | 1 | $0 |
| ANNIE SCHINDLER | DIRECTOR Trustee or director | 1 | $0 |
| LISA SCHWARZ | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT SNOW | DIRECTOR Trustee or director | 1 | $0 |
| FRANCISCO SURILLO | DIRECTOR Trustee or director | 1 | $0 |
| RICK TAINTOR | TREASURER Trustee or director, Officer | 2 | $0 |
| MARTHA TAYLOR | DIRECTOR Trustee or director | 1 | $0 |
| JERRARD WHITTEN | CEO Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 160 MAIN STREET, HAVERHILL, MA 01830-5061
- In care of
- % GAYLORD BURKE
- Principal officer (990 for 2024)
- LISA SCHWARZ, 36 BARTLETT STREET, ANDOVER, MA 01810
- Signed the 990
- LISA SCHWARZ, PRESIDENT
- Phone
- (978) 374-0519
- Return prepared by
- ROLAND P LAMBALOT PC
Mission
ENCOURAGE REGIONAL ECONOMIC DEVELOPMENT
Program accomplishments
- DISTRIBUTION OF REVOLVING LOAN FUNDS TO STIMULATE ECONOMIC GROWTHExpenses $150,000 · revenue $150,000
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
- 04-3210262
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1994
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $909,568
- Income (IRS master file)
- $154,369
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $151,853 | $151,250 | $909,568 | XML |
| 990 | June 2024 | $149,889 | $51,215 | $857,040 | XML |
| 990 | June 2023 | $136,514 | $134,648 | $760,248 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 04-3210262).
Questions about MERRIMACK VALLEY ECONOMIC DEVELOPMENT CORPORATION
- What is the EIN of MERRIMACK VALLEY ECONOMIC DEVELOPMENT CORPORATION?
- The employer identification number (EIN) of MERRIMACK VALLEY ECONOMIC DEVELOPMENT CORPORATION is 04-3210262.
- Is MERRIMACK VALLEY ECONOMIC DEVELOPMENT CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1994.
- Are donations to MERRIMACK VALLEY ECONOMIC DEVELOPMENT CORPORATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MERRIMACK VALLEY ECONOMIC DEVELOPMENT CORPORATION 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 MERRIMACK VALLEY ECONOMIC DEVELOPMENT CORPORATION 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 MERRIMACK VALLEY ECONOMIC DEVELOPMENT CORPORATION 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 MERRIMACK VALLEY ECONOMIC DEVELOPMENT CORPORATION?
- The 990 for the year ended June 30, 2025 names LISA SCHWARZ.
- Who are the officers and directors of MERRIMACK VALLEY ECONOMIC DEVELOPMENT CORPORATION?
- The 990 for the year ended June 30, 2025 lists 17 people; 0 received compensation from the organization.
- How much revenue does MERRIMACK VALLEY ECONOMIC DEVELOPMENT CORPORATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $151,853, expenses of $151,250 and total assets of $909,568 at year end.
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