Civic Intelligence

Merrimack Valley Transportation Management Association

EIN 04-3389300 • 501(c)4 • Marblehead, MA

Profile

Providing local bus service and car pooling assistance

co Andrea Leary 28 Brook RdMarblehead, MA 01945

www.merrimackvalleytma.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

95th percentile

62%

Higher net margin than 95% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

88th percentile

34%

Faster asset growth than 88% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

32%

Faster revenue growth than 83% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$299,551

Up $75,173 (+34%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$299,551

Up $75,173 (+34%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin95th percentile

Revenue

Up

$121,875

Up $29,250 (+32%) from 2023

Expenses

Down

$46,702

Down $31,029 (-40%) from 2023

Net Income

Up

$75,173

Up $60,279 (+405%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $21,075Liabilities 2010: $0Net Assets 2010: $21,0752010Assets 2011: $49,315Liabilities 2011: $0Net Assets 2011: $49,3152011Assets 2012: $23,228Liabilities 2012: $0Net Assets 2012: $23,2282012Assets 2013: $32,179Liabilities 2013: $0Net Assets 2013: $32,1792013Assets 2014: $46,443Liabilities 2014: $0Net Assets 2014: $46,4432014Assets 2015: $39,435Liabilities 2015: $0Net Assets 2015: $39,4352015Assets 2016: $85,715Liabilities 2016: $0Net Assets 2016: $85,7152016Assets 2017: $51,566Liabilities 2017: $0Net Assets 2017: $51,5662017Assets 2018: $88,086Liabilities 2018: $0Net Assets 2018: $88,0862018Assets 2019: $143,884Liabilities 2019: $0Net Assets 2019: $143,8842019Assets 2020: $143,780Liabilities 2020: $0Net Assets 2020: $143,7802020Assets 2021: $131,409Liabilities 2021: $0Net Assets 2021: $131,4092021Assets 2022: $114,028Liabilities 2022: $0Net Assets 2022: $114,0282022Assets 2023: $224,378Liabilities 2023: $0Net Assets 2023: $224,3782023Assets 2024: $299,551Liabilities 2024: $0Net Assets 2024: $299,5512024

Highlighted filing

2024

Assets$299,551
Liabilities$0
Net Assets$299,551
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2010: $122,839Expenses 2010: $125,109Net Income 2010: -$2,2702010Revenue 2011: $156,540Expenses 2011: $128,300Net Income 2011: $28,2402011Expenses 2012: $181,3182012Revenue 2013: $141,556Expenses 2013: $132,605Net Income 2013: $8,9512013Revenue 2014: $135,449Expenses 2014: $121,185Net Income 2014: $14,2642014Revenue 2015: $110,659Expenses 2015: $117,667Net Income 2015: -$7,0082015Revenue 2016: $152,813Expenses 2016: $106,533Net Income 2016: $46,2802016Revenue 2017: $93,333Expenses 2017: $127,482Net Income 2017: -$34,1492017Revenue 2018: $150,750Expenses 2018: $114,230Net Income 2018: $36,5202018Revenue 2019: $147,250Expenses 2019: $91,452Net Income 2019: $55,7982019Revenue 2020: $103,750Expenses 2020: $103,854Net Income 2020: -$1042020Revenue 2021: $83,000Expenses 2021: $95,371Net Income 2021: -$12,3712021Revenue 2022: $83,250Expenses 2022: $100,631Net Income 2022: -$17,3812022Revenue 2023: $92,625Expenses 2023: $77,731Net Income 2023: $14,8942023Revenue 2024: $121,875Expenses 2024: $46,702Net Income 2024: $75,1732024

Highlighted filing

2024

Revenue$121,875
Expenses$46,702
Net Income$75,173
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$299,551
Liabilities
$0
Net assets
$299,551
Revenue
$121,875
Expenses
$46,702
Net income
$75,173
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$1.22$0.47$0.75
2023Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.93$0.78$0.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$0.83$1.01$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.83$0.95$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$1.04$1.04$0.00
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.00$1.44$1.47$0.91$0.56
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$1.51$1.14$0.37
2017Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.93$1.27$0.34
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$1.53$1.07$0.46
2015Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.11$1.18$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$1.35$1.21$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$1.42$1.33$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.00$0.23$1.81
2011Summary only. Only limited summary data is available for this year.$0.49$0.00$0.49$1.57$1.28$0.28
2010Summary only. Only limited summary data is available for this year.$0.21$0.00$0.21$1.23$1.25$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$121,875
Mission and Program Overview

Mission

Providing local bus service and car pooling assistance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$224,378$299,551▲ $75,173
Total Assets$224,378$299,551▲ $75,173
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$224,378$299,551▲ $75,173
Total Net Assets Fund Balance$224,378$299,551▲ $75,173
Total Liabilities and Net Assets / Fund Balance$224,378$299,551▲ $75,173
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Kevin LemirePresident
Charles BabcockDirector
Rebecca LandquistDirector
Robert BaileyDirector
Andrea LearyAssistant Clerk
Marlene HoytClerk
Heather LautenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$121,875
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$75,173
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,702
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$25,208--$25,208
Fees for Services Other$6,450--$6,450
Fees for Services Legal$5,000--$5,000
Information Technology$4,700--$4,700
Fees for Services Accounting$2,544--$2,544
Conferences and Meetings$2,215--$2,215
Travel$311--$311
Office Expenses$274--$274
Total Functional Expenses$46,702$0$0$46,702
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Northeast Transit Planning and ManaAsst Clerk Andrea Leary is also 100% shareholder for Northeast Transit PlanNortheast Transit Planning & Management Corporation provides management and consulting services to Merrimack Valley Transportation Management Association, Inc. FYE23 amount was $25,208.Andrea Leary is appointed by the Board as the Assistant Clerk for the purpose of submitting and fulfilling annual reporting requirements to the MA Secretary of State. Andrea Leary is not an elected officer, and does not have voting privileges.No$25,208
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

“The organization delegates control over management duties to a management company.”

Form 990, Part VI, Section A, line 6

“The organization has members.”

Form 990, Part VI, Section A, line 7A

“The organization's membership elects a board of directors. The board of directors nominates officer canditates, and then votes on officer positions of president, treasurer, and clerk. Andrea Leary is appointed by the Board as the Assistant Clerk for the purpose of submitting and fulfilling annual reporting requirements to the MA Secretary of State. Andrea Leary is not an elected officer, and does not have voting privileges.”

Form 990, Part VI, Section B, line 11B

“The Form 990 is reviewed by the organization's president before signing the Form 990.”

Form 990, Part VI, Section C, line 19

“The organization's governing documents and financial statements are not available to the public.”

Filing and Contact Details

Filer

Filer Name
Merrimack Valley Transportation
EIN
04-3389300
Phone
7816396262
Address
co Andrea Leary 28 Brook Rd, Marblehead, MA 01945

Signing Officer

Name
Kevin Lemire
Title
President
Phone
7818643096
Signed
2024-11-12

Organization Details

Principal Officer
Kevin Lemire
Formed
1997
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Peddock Tax Services LLC
Address
40 Salem St Bldg 1 Ste 7, Lynnfield, MA 01940
Preparer
Joseph W Mercurio CPA
Phone
7812249900
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Consulting: Program service expenses 5,053. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,053. Dues & subscriptions: Program service expenses 1,397. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,397.”

Raw XML Appendix308 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Providing local bus service and car pooling assistance.
IRS990/BooksInCareOfDetail/PersonNm0Andrea Leary
IRS990/BooksInCareOfDetail/PhoneNum07816396262
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt028 Brook Rd
IRS990/BooksInCareOfDetail/USAddress/CityNm0Marblehead
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001945
IRS990/BusinessRlnWith35CtrlEntInd01
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0224378
IRS990/CashNonInterestBearingGrp/EOYAmt0299551
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd01
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02215
IRS990/ConferencesMeetingsGrp/TotalAmt02215
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt046702
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0121875
IRS990/CYRevenuesLessExpensesAmt075173
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt046702
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0121875
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0Administers the guaranteed ride home programs and organizes promotional events to encourage car pooling in order to reduce traffic in the Greater Merrimack Valley.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt046702
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02544
IRS990/FeesForServicesAccountingGrp/TotalAmt02544
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt05000
IRS990/FeesForServicesLegalGrp/TotalAmt05000
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt025208
IRS990/FeesForServicesManagementGrp/TotalAmt025208
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt06450
IRS990/FeesForServicesOtherGrp/TotalAmt06450
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0Charles Babcock
IRS990/Form990PartVIISectionAGrp/PersonNm1Rebecca Landquist
IRS990/Form990PartVIISectionAGrp/PersonNm2Robert Bailey
IRS990/Form990PartVIISectionAGrp/PersonNm3Kevin Lemire
IRS990/Form990PartVIISectionAGrp/PersonNm4Heather Lauten
IRS990/Form990PartVIISectionAGrp/PersonNm5Marlene Hoyt
IRS990/Form990PartVIISectionAGrp/PersonNm6Andrea Leary
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Clerk
IRS990/Form990PartVIISectionAGrp/TitleTxt6Assistant Clerk
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0121875
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt04700
IRS990/InformationTechnologyGrp/TotalAmt04700
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Providing local bus service and car pooling assistance.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0224378
IRS990/NetAssetsOrFundBalancesEOYAmt0299551
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0224378
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0299551
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0274
IRS990/OfficeExpensesGrp/TotalAmt0274
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Kevin Lemire
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0480000
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0121875
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0121875
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt077731
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt092625
IRS990/PYRevenuesLessExpensesAmt014894
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt077731
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt092625
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt075173
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0121875
IRS990/ScheduleBRequiredInd00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0Andrea Leary, assistant clerk, appointed, non-elected and non-voting officer of the organization, received $90,000 in compensation from unrelated organization Northeast Transit Planning & Management Corporation. Northeast Transit Planning & Management Corporation provided services to Merrimack Valley Transportation Association Inc.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 Part VII, Section A, line 5
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Northeast Transit Planning and Mana
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Asst Clerk Andrea Leary is also 100% shareholder for Northeast Transit Plan
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt025208
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Northeast Transit Planning & Management Corporation provides management and consulting services to Merrimack Valley Transportation Management Association, Inc. FYE23 amount was $25,208.Andrea Leary is appointed by the Board as the Assistant Clerk for the purpose of submitting and fulfilling annual reporting requirements to the MA Secretary of State. Andrea Leary is not an elected officer, and does not have voting privileges.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization delegates control over management duties to a management company.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization has members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization's membership elects a board of directors. The board of directors nominates officer canditates, and then votes on officer positions of president, treasurer, and clerk. Andrea Leary is appointed by the Board as the Assistant Clerk for the purpose of submitting and fulfilling annual reporting requirements to the MA Secretary of State. Andrea Leary is not an elected officer, and does not have voting privileges.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Form 990 is reviewed by the organization's president before signing the Form 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization's governing documents and financial statements are not available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Consulting: Program service expenses 5,053. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,053. Dues & subscriptions: Program service expenses 1,397. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,397.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, line 11g
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0224378
IRS990/TotalAssetsEOYAmt0299551
IRS990/TotalAssetsGrp/BOYAmt0224378
IRS990/TotalAssetsGrp/EOYAmt0299551
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt046702
IRS990/TotalFunctionalExpensesGrp/TotalAmt046702
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0224378
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0299551
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt046702
IRS990/TotalProgramServiceRevenueAmt0121875
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0121875
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0121875
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0224378
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0299551
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0311
IRS990/TravelGrp/TotalAmt0311
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08 Fieldstone Drive
IRS990/USAddress/CityNm0Shrewsbury
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001545
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.merrimackvalleytma.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kevin Lemire
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07818643096
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Merrimack Valley Transportation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Management Association Inc
ReturnHeader/Filer/BusinessNameControlTxt0MERR
ReturnHeader/Filer/EIN0043389300
ReturnHeader/Filer/PhoneNum07816396262
ReturnHeader/Filer/USAddress/AddressLine1Txt0co Andrea Leary 28 Brook Rd
ReturnHeader/Filer/USAddress/CityNm0Marblehead
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001945
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0883198043
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Peddock Tax Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 Salem St Bldg 1 Ste 7
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lynnfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001940
ReturnHeader/PreparerPersonGrp/PhoneNum07812249900
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph W Mercurio CPA
ReturnHeader/ReturnTs02024-11-15T06:07:57-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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