MERAKEY USA: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MERAKEY USA (EIN 23-2175924)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202521349349302922
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T09:21:42-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2005 MARKET ST STE 700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232175924 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERAKEY USA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MERA | BusinessNameControlTxt |
| Phone | 6102604600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 E GERMANTOWN PIKE | AddressLine1Txt |
| City | LAFAYETTE HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19444 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DERRICK YACOVELLI | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6102604600 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN E BENNETT | PreparerPersonNm |
| PTIN | P01787029 | PTIN |
| Phone | 2154485000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOSEPH MARTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 E GERMANTOWN PIKE | AddressLine1Txt |
| City | LAFAYETTE HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19444 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $80,381,351 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MERAKEY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | PERFORM ADMINISTRATIVE AND SUPPORTING SERVICES FOR ITS EXEMPT AFFILIATED SUBSIDIARIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 936 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,533 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,083 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $69,745,659 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $75,726,644 | CYProgramServiceRevenueAmt |
| PY Investment Income | $771,861 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,023,112 | CYInvestmentIncomeAmt |
| PY Other Revenue | $343,278 | PYOtherRevenueAmt |
| CY Other Revenue | $628,512 | CYOtherRevenueAmt |
| PY Total Revenue | $70,871,331 | PYTotalRevenueAmt |
| CY Total Revenue | $80,381,351 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $50,359,524 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $54,359,003 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,990,188 | PYOtherExpensesAmt |
| CY Other Expenses | $27,977,691 | CYOtherExpensesAmt |
| PY Total Expenses | $76,349,712 | PYTotalExpensesAmt |
| CY Total Expenses | $82,336,694 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,478,381 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,955,343 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $167,903,956 | TotalAssetsBOYAmt |
| Total Assets EOY | $162,249,139 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $87,491,553 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $84,382,638 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $80,412,403 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $77,866,501 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PERFORM ADMINISTRATIVE AND SUPPORTING SERVICES FOR ITS EXEMPT AFFILIATED SUBSIDIARIES IN FURTHERANCE OF THEIR MISSION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $77,202,925 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $75,726,644 | RevenueAmt |
| Desc | IN FY 2024, MERAKEY USA REMAINED COMMITTED TO SUPPORTING AND ADMINISTERING SERVICES FOR ITS AFFILIATED ENTITIES. THE ORGANIZATION PROVIDED CRUCIAL ASSISTANCE THROUGH TECHNOLOGICAL SOLUTIONS, REGULATORY GUIDANCE, AND CONSULTATIVE SUPPORT TO HELP THESE ENTITIES DELIVER SERVICES TO INDIVIDUALS EFFECTIVELY.MERAKEY USA IS GUIDED BY: OUR PURPOSE: PUTTING OUR HEART AND SOUL INTO EXCEPTIONAL CARE.OUR VISION: TO BE A NATIONALLY RECOGNIZED PROVIDER OF THE HIGHEST QUALITY HEALTH AND HUMAN SERVICES.OUR CORE VALUES: COMPASSION, DIVERSITY, INTEGRITY, SAFETY, TRUST, AND QUALITYHIGHLIGHTS OF MERAKEY USA'S EXEMPT AFFILIATED SUBSIDIARIES' FY24 ACTIVITIES: WITH OVER 8,171 EMPLOYEES, MERAKEY USA SERVED 34,972 INDIVIDUALS AT 661 DIFFERENT SITES VIA 1,129 EXCEPTIONAL PROGRAMS IN FY24.MERAKEY CONTINUES ITS COMMITMENT TO SAFETY IN PARTNERSHIP AND ACCREDITATION WITH PRAESIDIUM, THE NATIONAL LEADER IN ABUSE RISK MANAGEMENT. WE HAVE FURTHER EXPANDED PREVENTION OF ABUSE POLICIES, ADAPTED OUR SCREENING AND HIRING PROTOCOLS, ADDED MORE TRAINING, AND REVAMPED SUPERVISION/MONITORING AND CONSUMER PARTICIPATION. ACCREDITATION FROM PRAESIDIUM DEMONSTRATES OUR COMMITMENT TO PROVIDING THE HIGHEST QUALITY SERVICES AND A ZERO-TOLERANCE ENVIRONMENT FOR ABUSE OF ANY KIND FOR THOSE WITHIN OUR CARE. AS PART OF THE ACCREDITATION PROCESS, SIX INDIVIDUALS AT MERAKEY ALSO HAVE BEEN CERTIFIED BY PRAESIDIUM AS "GUARDIANS." OUR GUARDIANS HAVE LED TRANSFORMATIONAL PROJECTS ACROSS MERAKEY TO IMPROVE SAFETY AND WILL HELP GUIDE US IN OUR QUEST TO BECOME A MODEL OF ABUSE PREVENTION IN OUR INDUSTRY.MERAKEY CONTINUES TO DEEPEN OUR FOCUS ON DIVERSITY, EQUITY, AND INCLUSION THROUGH THE WORK OF VARIOUS EMPLOYEE RESOURCE GROUPS (ERG) LIKE AS (THE BLACK / AFRICAN AMERICAN ERG), THE LGBTQ+ ERG, THE WOMEN'S ERG, AND THE NEURODIVERGENT ERG. THESE ERGS SUPPORT MERAKEY'S FUNDAMENTAL TENANTS OF DIVERSITY, EQUITY, AND INCLUSION AND SHARE COMMON GOALS: CREATING A UNIFIED CULTURE, INCREASING CULTURAL COMPETENCE, AND CREATING AN ATMOSPHERE THAT IS WELCOMING TO ALL.THE LGBTQ+ ERG, WITH THE COLLABORATION OF MERAKEY'S DEI COMMITTEE, GREW THEIR ANNUAL EVENTS HONORING PRIDE MONTH (JUNE), NATIONAL COMING OUT DAY (OCTOBER 11), AND SPIRIT DAY (OCTOBER 19). THE BLACK/AFRICAN AMERICAN ERG REBRANDED AND BECAME AS EMPLOYEE RESOURCE GROUP. IN FEBRUARY, AS HOSTED A VIBRANT VIRTUAL CELEBRATION TO COMMEMORATE BLACK HISTORY MONTH WITH A THEMED PAINT AND SIP EVENT, "AFRICAN AMERICANS AND THE ARTS," A CREATIVE JOURNEY TO EXPLORE THE PROFOUND IMPACT OF BLACK/AFRICAN AMERICAN CULTURE ON CREATIVE EXPRESSIONS. AS ALSO SPONSORED THE SECOND ANNUAL JUNETEENTH OUTREACH EVENT, THEMED "JUBILEE," AIMED TO ENCOURAGE PROGRAMS AND TEAMS TO HOST THEIR OWN LOCAL OR DIGITAL CELEBRATIONS IN HONOR OF THIS IMPORTANT DAY. MERAKEY'S NEWEST ERG, THE NEURODIVERGENT ERG, FOCUSED ITS MISSION TO FOSTER AN INCLUSIVE AND SUPPORTIVE ENVIRONMENT THAT SPREADS AWARENESS, RETAINS, EMPOWERS, AND MEETS THE DIVERSE NEEDS OF NEURODIVERGENT INDIVIDUALS AT MERAKEY. THE ERGS ALL UNITED TO CREATE A SHARE THE LOVE EVENT WHICH UTILIZED THE CHEERS FOR PEERS WEBSITE TO GIVE ALL EMPLOYEES THE OPPORTUNITY TO SHARE PRIVATE AND PUBLIC MESSAGES OF APPRECIATION AND ADMIRATION. OVER 3,000 MESSAGES OF LOVE AND RECOGNITION WERE SHARED BETWEEN COWORKERS, MANAGERS, AND TEAMS ACROSS MERAKEY. EMPLOYEES WILL LOG INTO THE SITE THE SAME WAY AS CHEERS FOR PEERS AND WILL HAVE ACCESS TO IMAGES, QUOTES AND HASHTAGS ALL RELATED TO SHARING THE LOVE.THROUGHOUT 2023 AND 2024, LEADERSHIP FROM VARIOUS DEPARTMENTS HOSTED A NEW SERIES OF VIRTUAL LUNCH AND LEARNS TO INCREASE AWARENESS ABOUT MERAKEY'S MANY TEAMS AND HOW THEY SUPPORT PROGRAM OPERATIONS. THIS "GET TO KNOW" SERIES FEATURED THE HUMAN RESOURCES TEAM, THE IT DEPARTMENT, THE FINANCE TEAM, REAL ESTATE/FACILITIES/OFFICE OF MEDICAL AFFAIRS TEAMS, THE QUALITY COMPLIANCE OFFICE (QCO), THE OFFICE OF THE GENERAL COUNCIL, AND THE ORGANIZATIONAL AND STRATEGY ADVANCEMENT (OSA) TEAM. DURING THESE SESSIONS, TEAM MEMBERS INTRODUCED THEMSELVES TO THE ATTENDEES AND GAVE AN OVERVIEW OF THEIR DEPARTMENT'S STRUCTURE TO BETTER CONNECT THEIR MERAKEY COLLEAGUES TO THEIR ROLES AND RESPONSIBILITIES.IN JULY 2023, MERAKEY USA MADE CHANGES TO THE WAY WE DELIVER OUR DISCRIMINATION AND HARASSMENT PREVENTION TRAINING TO ENSURE THAT ALL MERAKEY EMPLOYEES ARE GIVEN THE KNOWLEDGE AND TOOLS TO CREATE A SAFE, COMPASSIONATE, AND TRUSTING ENVIRONMENT. A CRITICAL COMPONENT, AND CORE TO OUR COMPLIANCE WITH THE LAW AND APPLICABLE REGULATIONS, IS OUR COMMITMENT TO THE PREVENTION OF DISCRIMINATION AND HARASSMENT. MERAKEY HOSTED A FREE AND CONFIDENTIAL MENTAL HEALTH SCREENING CONDUCTED BY A MASTER'S LEVEL THERAPIST ON ZOOM IN AUGUST 2023. MERAKEY'S THERAPISTS USED SCREENING TOOLS TO IDENTIFY SYMPTOMS AND CONNECTED ATTENDEES TO AVAILABLE CARE AND WELLNESS OPTIONS.MERAKEY'S CRISIS RESPONSE TEAM IN LANSDALE, PA LAUNCHED IN AUGUST 2023 AND CONTINUES TO MAKE A POSITIVE IMPACT. THE ADULT BEHAVIORAL HEALTH TEAM IN MONTGOMERY COUNTY, PA IS WORKING WITH THE LANSDALE POLICE DEPARTMENT TO PROVIDE BEHAVIORAL HEALTH INTERVENTION, DE-ESCALATION RESOURCES, AND REFERRALS TO ONGOING CARE WHILE REDUCING UNNECESSARY USE OF THE 911 DISPATCH SYSTEM. THIS CO-RESPONDER CRISIS RESPONSE TEAM IS A FIRST STEP IN SHIFTING THE WAY COMMUNITIES HELP MANAGE AND IMPROVE MENTAL HEALTH FOR EVERYONE. IN SEPTEMBER OF 2023, MERAKEY'S ALEXIS MOYER, RECOVERY COACH, JOINED AS LPD'S MENTAL HEALTH CO-RESPONDER BRINGING WITH HER OVER 20 YEARS OF EXPERIENCE IN THE SOCIAL SERVICES FIELD. ALEXIS HAS BEEN AN INVALUABLE ADDITION TO THE DEPARTMENT. HER ABILITY TO CONNECT PEOPLE WITH CRITICAL SERVICES THEY NEED INCLUDING MEDICAL, MENTAL HEALTH, AND DRUG TREATMENT IS THE KEY TO REDUCING FOLLOW-UP CALLS TO THE POLICE. IN SEPTEMBER 2023, MERAKEY HELD THE 3RD ANNUAL VIRTUAL CONFERENCE 'SYSTEMS OF CARE AND THE DUALLY DIAGNOSED POPULATION.' THIS FREE VIRTUAL ONE-DAY EVENT GAVE HEALTH CARE PROFESSIONALS, FAMILY MEMBERS, AND INDIVIDUALS RESOURCES AND TOOLS TO IMPROVE CARE AND SERVICES FOR PEOPLE WITH A DUAL DIAGNOSIS OF INTELLECTUAL/DEVELOPMENTAL DISABILITIES AND MENTAL ILLNESS. LATER IN SEPTEMBER 2023, CHEERS FOR PEERS - MERAKEY'S EMPLOYEE RECOGNITION WEBSITE ADDED A NEW FEATURE FOR ALL EMPLOYEES TO ACCESS A MERAKEY SWAG STORE. YOU CAN NOW ORDER A MERAKEY BRANDED HAT, SHIRT, SWEATSHIRT, AND MUCH MORE FROM THE SAME SITE THAT IS USED TO RECOGNIZE AND CELEBRATE OUR COWORKERS. STAFF CAN PURCHASE MERAKEY MERCHANDISE FOR THEMSELVES OR SOMEONE THEY WANT TO RECOGNIZE OR REWARD.LATER IN SEPTEMBER 2023, MERAKEY SENIOR EXECUTIVE DIRECTOR OF QUALITY IMPROVEMENT KIM MACAKIAGE WAS SELECTED TO PARTICIPATE AS A PANELIST FOR THE "VALUE BASED PURCHASING: ROUND TABLE DISCUSSION" HELD BY THE ALLIANCE OF COMMUNITY SERVICE PROVIDERS. THE CONVERSATION FOCUSED ON VALUE-BASED PURCHASING MODELS AND ITS INTEGRATION INTO PHILADELPHIA'S HUMAN SERVICES. KIM'S FELLOW PANELISTS CONSISTED OF REPRESENTATIVES FROM PHYSICAL AND BEHAVIORAL HEALTH MANAGED CARE, THE PROVIDER COMMUNITY, OMHSAS AND NATIONAL COUNCIL FOR MENTAL WELLBEING. MERAKEY CELEBRATED THE OPENING OF A NEW EDUCATION CENTER IN HAMPDEN TOWNSHIP, CUMBERLAND COUNTY, IN OCTOBER 2023. MEMBERS OF THE COMMUNITY, SCHOOL DISTRICTS, INVITED GUESTS, AND THE MEDIA ATTENDED THE MOMENTOUS OCCASION. THE WEST SHORE CHAMBER OF COMMERCE JOINED WITH MERAKEY STAFF AND STUDENTS FOR THE OFFICIAL RIBBON CUTTING HELD AT THE ENTRANCEWAY TO THE CENTER. THE EDUCATION CENTER PARTNERS WITH FAMILIES, SCHOOL DISTRICTS, AND COMMUNITIES TO PROVIDE SAFE AND FUN LEARNING ENVIRONMENTS FOR CHILDREN AND YOUNG ADULTS WHO HAVE AUTISM AND OTHER SPECIAL NEEDS.IN OCTOBER 2023, EXECUTIVE DIRECTOR OF CLINICAL SERVICES KIMBERLY MALAYTER AND CLINICAL SPECIALIST FROM MERAKEY EDUCATION CENTER IN GREENSBURG CARLIE BROOKS PRESENTED ON "TRAUMA-INFORMED SCHOOLS: INTEGRATING RESTORATIVE PRACTICES" AT THE NATIONAL ASSOCIATION OF SOCIAL WORKERS-PA CHAPTER CONFERENCE.AFTER A TRAGIC FIRE DESTROYED ITS PREVIOUS LOCATION EARLIER THIS YEAR, MERAKEY'S CENTER FOR HOPE IN NEWBURGH, NY WAS THRILLED TO HOST A GRAND REOPENING CELEBRATION IN NOVEMBER 2023 AT ITS NEWLY RENOVATED SITE. MEMBERS FROM THE CENTER, MERAKEY STAFF, AND COMMUNITY MEMBERS JOINED TOGETHER TO OFFICIALLY CUT THE RIBBON AT THE NEW LOCATION. MERAKEY'S PRESIDENT AND COO TED DALLAS, SENIOR VICE PRESIDENT OF CHILDREN AND FAMILY SERVICES BECKI RICHWINE-MANN, SENIOR EXECUTIVE DIRECTOR FOR FAMILY SERVICES KIM CATON, REGIONAL DIRECTOR AT CENTER FOR HOPE MARIE GULARI AND HER TEAM WELCOMED GUESTS, PROVIDED TOURS, AND ENJOYED REFRESHMENTS. FOR MORE THAN 12 YEARS, MERAKEY'S CENTER FOR HOPE HAS ENGAGED YOUTH AGES 11-21 WITH AFTER SCHOOL AND SUMMER BREAK ACTIVITIES AS AN ALTERNATIVE TO VIOLENT, GANG-RELATED BEHAVIOR. THE CENTER OFFERS MEMBERS A SAFE SPACE FOR HOMEWORK AND TUTORING, AS WELL AS CREATIVE AND HOLISTIC WORKSHOPS LIKE CERAMICS, SOAP MAKING, PHOTOGRAPHY, CREATIVE WRITING, NUTRITION, AND MORE. | Desc |
| Total Program Service Expenses | $77,202,925 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 494 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 936 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIMON WHANG | PersonNm |
| Phone | 6102604600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 E GERMANTOWN PIKE | AddressLine1Txt |
| City | LAFAYETTE HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19444 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JOSEPH MARTZ | |||||||||
| PRESIDENT & CEO | 40.00 | 10.00 | Yes (X) | Yes (X) | $1,215,852 | $0 | $58,207 | ||
| JOSEPH P BILSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD W HAYDEN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH ROCKS | |||||||||
| RETIRED CEO | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIA FRIZELLE ROBERTS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILIP HUGHES | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS SAPORITO | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS MORRISON | |||||||||
| DIRECTOR FROM 04/24 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY S ROST | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLY C WALL | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID VOLPE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD BROWNSTEIN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TAMI L FRATIS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN MACCARTHY | |||||||||
| DIRECTOR FROM 04/24 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT NC NIX III | |||||||||
| CHAIRMAN | 1.00 | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CAROL J JOHNSON | |||||||||
| DIRECTOR THROUGH 11/23 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN J EGAN JR | |||||||||
| DIRECTOR THROUGH 11/23 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JILL WEITZ ESQ | |||||||||
| GENERAL COUNSEL & SECRETARY | 40.00 | 10.00 | Yes (X) | $540,226 | $0 | $33,941 | |||
| DERRICK YACOVELLI | |||||||||
| CFO & TREASURER | 40.00 | 10.00 | Yes (X) | $738,281 | $0 | $43,696 | |||
| THEODORE DALLAS | |||||||||
| PRESIDENT & COO | 40.00 | 10.00 | Yes (X) | $700,336 | $0 | $26,186 | |||
| ELISE TRETOLA | |||||||||
| SR VP IDD SERVICES | 40.00 | 10.00 | $467,053 | $0 | $6,774 | Yes (X) | |||
| BRANDON FISHER | |||||||||
| CHIEF STRATEGY OFFICER | 40.00 | 10.00 | $413,695 | $0 | $34,379 | Yes (X) | |||
| TOM MORGAN | |||||||||
| CHIEF INFORMATION OFFICER | 40.00 | 10.00 | $443,066 | $0 | $37,618 | Yes (X) | |||
| LEAH PASON | |||||||||
| CHIEF PEOPLE OFFICER | 40.00 | 10.00 | $518,654 | $0 | $24,466 | Yes (X) | |||
| REBECCA RICHWINE | |||||||||
| SR VP, CFS | 40.00 | 10.00 | $438,198 | $0 | $11,110 | Yes (X) | |||
| TINNESIA SNYDER | |||||||||
| SR VP, ABH | 40.00 | 10.00 | $461,334 | $0 | $37,287 | Yes (X) | |||
| LAURA MURRAY | |||||||||
| EXECUTIVE MEDICAL DIRECTOR | 40.00 | 10.00 | $519,418 | $0 | $37,114 | Yes (X) | |||
| MOTAZ ALHOMSI | |||||||||
| MEDICAL DIRECTOR | 40.00 | 10.00 | $343,523 | $0 | $43,608 | Yes (X) | |||
| MALCOLM MUSGROVE | |||||||||
| VP, CHILDREN'S SERVICES | 40.00 | 10.00 | $306,969 | $0 | $30,729 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,106,605 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $425,115 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 135 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BITTENBENDER CONSTRUCTION LP | |||||
| 5 N COLUMBUS BLVD PIER 5 | PHILADELPHIA | PA | 19106 | CONSTRUCTION & RENOVATION | $4,303,978 |
| LINTON'S MANAGED SERVICES | |||||
| 1800 MOTOR PARKWAY | ISLANDIA | NY | 11749 | FOOD SERVICES | $4,149,803 |
| DELTA-T GROUP | |||||
| 950 HAVERFORD RD STE 200 | BRYN MAWR | PA | 19010 | TEMPORARY AGENCIES | $3,749,424 |
| HHS ENVIRONMENTAL SERVICES LLC | |||||
| 12495 SILVER CREEK RD | DRIPPING SPRINGS | TX | 78620 | HOUSEKEEPING AND LAUNDRY SERVICES | $2,690,553 |
| FLAGSTAR STAFFING INC | |||||
| 117 DITMAS AVENUE | BROOKLYN | NY | 11218 | TEMPORARY AGENCIES | $2,590,841 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 169 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $3,083 | RelatedOrganizationsAmt |
| Total Contributions | $3,083 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CORPORATE ALLOCATION | 560000 | $61,257,377 | $61,257,377 |
| MANAGEMENT FEES | 540000 | $12,046,120 | $12,046,120 |
| RENTAL INCOME | 530000 | $2,423,147 | $2,423,147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $75,726,644 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,916,162 | TotalRevenueColumnAmt |
| Exclusion | $2,916,162 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,106,950 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,106,950 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,106,950 | TotalRevenueColumnAmt |
| Exclusion | $1,106,950 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $628,512 | TotalRevenueColumnAmt |
| Exclusion | $628,512 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $628,512 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,381,351 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $75,726,644 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,651,624 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,044,236 | TotalAmt |
| Program Services | $3,729,695 | ProgramServicesAmt |
| Management And General | $314,541 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,554,313 | TotalAmt |
| Program Services | $39,402,855 | ProgramServicesAmt |
| Management And General | $151,458 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,172,659 | TotalAmt |
| Program Services | $1,986,804 | ProgramServicesAmt |
| Management And General | $185,855 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,531,185 | TotalAmt |
| Program Services | $5,282,434 | ProgramServicesAmt |
| Management And General | $248,751 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,056,610 | TotalAmt |
| Program Services | $3,050,718 | ProgramServicesAmt |
| Management And General | $5,892 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,069,633 | TotalAmt |
| Program Services | $179,792 | ProgramServicesAmt |
| Management And General | $889,841 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,711 | TotalAmt |
| Program Services | $171,711 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,137,910 | TotalAmt |
| Program Services | $4,500,274 | ProgramServicesAmt |
| Management And General | $637,636 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,912 | TotalAmt |
| Program Services | $29,912 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,617,967 | TotalAmt |
| Program Services | $1,461,803 | ProgramServicesAmt |
| Management And General | $156,164 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,412,900 | TotalAmt |
| Program Services | $7,411,054 | ProgramServicesAmt |
| Management And General | $1,846 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,305,537 | TotalAmt |
| Program Services | $2,018,441 | ProgramServicesAmt |
| Management And General | $287,096 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,551,295 | TotalAmt |
| Program Services | $1,356,233 | ProgramServicesAmt |
| Management And General | $195,062 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,457 | TotalAmt |
| Program Services | $147,957 | ProgramServicesAmt |
| Management And General | $500 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,275,044 | TotalAmt |
| Program Services | $578,955 | ProgramServicesAmt |
| Management And General | $696,089 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,063,415 | TotalAmt |
| Program Services | $3,020,950 | ProgramServicesAmt |
| Management And General | $42,465 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $661,450 | TotalAmt |
| Program Services | $651,251 | ProgramServicesAmt |
| Management And General | $10,199 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SALES TAX EXPENSE | $1,354,741 | $531,473 | $823,268 |
| RECRUITING | $912,463 | $896,563 | $15,900 |
| STAFF DEVELOPMENT | $357,789 | $340,420 | $17,369 |
| ORG MEMBERSHIPS | $332,812 | $336,756 | -$3,944 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,655 | TotalAmt |
| Program Services | $116,874 | ProgramServicesAmt |
| Management And General | $457,781 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,336,694 | TotalAmt |
| Program Services | $77,202,925 | ProgramServicesAmt |
| Management And General | $5,133,769 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,639,404 | BOYAmt |
| EOY | $12,750,662 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,954,938 | BOYAmt |
| EOY | $41,676,328 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,369 | BOYAmt |
| EOY | $1,577,601 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $18,444 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,029,574 | BOYAmt |
| EOY | $6,042,004 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $427,189 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,174,248 | BOYAmt |
| EOY | $7,733,969 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $92,662,736 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $66,922,082 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,222,664 | BOYAmt |
| EOY | $25,740,654 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,815,429 | BOYAmt |
| EOY | $46,815,429 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $882,844 | BOYAmt |
| EOY | $742,403 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,714,297 | BOYAmt |
| EOY | $19,151,645 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,903,956 | BOYAmt |
| EOY | $162,249,139 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,806,793 | BOYAmt |
| EOY | $30,892,182 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,809,958 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,686,941 | BOYAmt |
| EOY | $18,311,088 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,894,919 | BOYAmt |
| EOY | $2,168,206 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,102,900 | BOYAmt |
| EOY | $31,201,204 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,491,553 | BOYAmt |
| EOY | $84,382,638 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,412,403 | BOYAmt |
| EOY | $77,866,501 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,412,403 | BOYAmt |
| EOY | $77,866,501 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,903,956 | BOYAmt |
| EOY | $162,249,139 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,955,343 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $432,925 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$882 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$1,022,602 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $167,268 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $131,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,533 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,083 | CurrentTaxYearAmt |
| Total | $340,056 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,357,692 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,581,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,779,880 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,745,659 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,726,644 | CurrentTaxYearAmt |
| Total | $321,191,540 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,524,960 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,713,337 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,807,380 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,756,192 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,729,727 | CurrentTaxYearAmt |
| Total | $321,531,596 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $321,531,596 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,613 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,648 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $131,358 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $676,955 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,916,162 | CurrentTaxYearAmt |
| Total | $3,737,736 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,613 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,648 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $131,358 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $676,955 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,916,162 | CurrentTaxYearAmt |
| Total | $3,737,736 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $269,637 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $331,827 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $440,854 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $343,278 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $628,512 | CurrentTaxYearAmt |
| Total | $2,014,108 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,797,210 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,055,812 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,379,592 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $70,776,425 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,274,401 | CurrentTaxYearAmt |
| Total | $327,283,440 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98240 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99140 | PublicSupportPY509Pct |
| Investment Income CY | 0.01140 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00270 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,899,150 | OtherCostOrOtherBasisAmt |
| Book Value | $7,899,150 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,366,661 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,209,871 | DepreciationAmt |
| Book Value | $16,156,790 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,149,895 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,104,162 | DepreciationAmt |
| Book Value | $45,733 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,982,876 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,659,171 | DepreciationAmt |
| Book Value | $323,705 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,264,154 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,948,878 | DepreciationAmt |
| Book Value | $1,315,276 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,740,654 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN SUBSIDIARIES | $46,763,177 | C |
| INVESTMENT IN ENTERPRISES | $52,252 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $46,815,429 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER ASSETS | $325,000 |
| WORKERS COMPENSATION - ESCROW | $221,459 |
| ACCRUED INTEREST RECEIVABLE | $329,687 |
| DUE FROM AFFILIATES | $6,718,754 |
| RIGHT OF USE ASSET | $5,550,928 |
| 457 PLAN ASSETS | $5,005,817 |
| LINE OF CREDIT RECEIVABLE, INTERCOMPANY | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $19,151,645 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| RESERVE FOR SELF INSURED HEALTH AND WORKERS COMPENSATION | $14,957,082 |
| OTHER LIABILITIES | $389,385 |
| CLIENT FUNDS | $3,915,641 |
| RIGHT OF USE - LONG TERM | $3,499,576 |
| RIGHT OF USE - SHORT TERM | $2,146,485 |
| INTEREST RATE SWAP LIABILITIES | $1,287,218 |
| 457 PLAN LIABILITY | $5,005,817 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $31,201,204 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MERAKEY FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. MERAKEY HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. MERAKEY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOSEPH MARTZ | ||||||||||||||
| PRESIDENT & CEO | $962,245 | $0 | $0 | $0 | $253,607 | $0 | $13,314 | $0 | $44,893 | $0 | $1,274,059 | $0 | $0 | $0 |
| DERRICK YACOVELLI | ||||||||||||||
| CFO & TREASURER | $617,031 | $0 | $0 | $0 | $121,250 | $0 | $6,715 | $0 | $36,981 | $0 | $781,977 | $0 | $0 | $0 |
| THEODORE DALLAS | ||||||||||||||
| PRESIDENT & COO | $584,646 | $0 | $0 | $0 | $115,690 | $0 | $6,775 | $0 | $19,411 | $0 | $726,522 | $0 | $0 | $0 |
| JILL WEITZ ESQ | ||||||||||||||
| GENERAL COUNSEL & SECRETARY | $469,492 | $0 | $0 | $0 | $70,734 | $0 | $0 | $0 | $33,941 | $0 | $574,167 | $0 | $0 | $0 |
| LAURA MURRAY | ||||||||||||||
| EXECUTIVE MEDICAL DIRECTOR | $519,418 | $0 | $0 | $0 | $0 | $0 | $6,385 | $0 | $30,729 | $0 | $556,532 | $0 | $0 | $0 |
| LEAH PASON | ||||||||||||||
| CHIEF PEOPLE OFFICER | $452,504 | $0 | $0 | $0 | $66,150 | $0 | $6,905 | $0 | $17,561 | $0 | $543,120 | $0 | $0 | $0 |
| TINNESIA SNYDER | ||||||||||||||
| SR VP, ABH | $401,917 | $0 | $0 | $0 | $59,417 | $0 | $6,770 | $0 | $30,517 | $0 | $498,621 | $0 | $0 | $0 |
| TOM MORGAN | ||||||||||||||
| CHIEF INFORMATION OFFICER | $385,466 | $0 | $0 | $0 | $57,600 | $0 | $5,484 | $0 | $32,134 | $0 | $480,684 | $0 | $0 | $0 |
| ELISE TRETOLA | ||||||||||||||
| SR VP IDD SERVICES | $415,699 | $0 | $0 | $0 | $51,354 | $0 | $0 | $0 | $6,774 | $0 | $473,827 | $0 | $0 | $0 |
| REBECCA RICHWINE | ||||||||||||||
| SR VP, CFS | $382,554 | $0 | $0 | $0 | $55,644 | $0 | $6,820 | $0 | $4,290 | $0 | $449,308 | $0 | $0 | $0 |
| BRANDON FISHER | ||||||||||||||
| CHIEF STRATEGY OFFICER | $359,069 | $0 | $0 | $0 | $54,626 | $0 | $5,481 | $0 | $28,898 | $0 | $448,074 | $0 | $0 | $0 |
| MOTAZ ALHOMSI | ||||||||||||||
| MEDICAL DIRECTOR | $343,523 | $0 | $0 | $0 | $0 | $0 | $6,760 | $0 | $36,848 | $0 | $387,131 | $0 | $0 | $0 |
| MALCOLM MUSGROVE | ||||||||||||||
| VP, CHILDREN'S SERVICES | $306,969 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $30,729 | $0 | $337,698 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | MERAKEY USA ENGAGED OUTSIDE CONSULTANTS TO REVIEW ITS COMPENSATION PRACTICES. |
| PART I, LINE 4B | THE FOLLOWING OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES PARTICIPATED IN A 457(F) NONQUALIFIED RETIREMENT PLAN IN FY2024: JOSEPH MARTZ - $ 253,607 DERRICK YACOVELLI - $ 121,250 THEODORE DALLAS - $ 115,690 LEAH PASON - $ 66,150 JILL WEITZ, ESQ. - $ 70,734 BRANDON FISHER - $ 54,626 TOM MORGAN - $ 57,600 TINNESIA SNYDER - $ 59,417 REBECCA RICHWINE - $ 55,644 ELISE TRETOLA - $ 51,354 |
| PART I, LINE 7 | SOME PERSONS LISTED ON SCHEDULE J, PART II ARE AWARDED BONUS AND INCENTIVE PAYMENTS BASED ON THEIR ACCOMPLISHMENT OF CERTAIN METRICS. THE OFFICERS AND EMPLOYEES HAVE AGREED-UPON GOALS AND METRICS FOR THE YEAR, AND IF THOSE GOALS AND METRICS ARE MET, THOSE OFFICERS AND EMPLOYEES CAN BE AWARDED ADDITIONAL COMPENSATION IN THE FORM OF A BONUS. THE BOARD IS INVOLVED IN ESTABLISHING THE RANGE OF COMPENSATION AVAILABLE AS A BONUS PAYMENT, AND ALL INCENTIVE COMPENSATION IS CONSIDERED AS PART OF TOTAL REASONABLE COMPENSATION. |
| PART II, COLUMN B(II) | MERAKEY USA TREATS BOTH REGULAR AND INCENTIVE COMPENSATION AS BASE COMPENSATION FOR PURPOSES OF SCHEDULE J REPORTING, AS SUCH NO AMOUNTS ARE REPORTED IN PART II, COLUMN B(II). |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTGOMERY COUNTY INDUSTRIAL DEVELOPMENTAL AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 232245125 | BondIssuerEIN |
| Bond Issued | 2019-06-28 | BondIssuedDt |
| Issue Price | $6,157,209 | IssuePriceAmt |
| Purpose | REFUND BONDS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | Yes (1) | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $6,157,209 | TotalProceedsAmt |
| Other Spent Proceeds | $6,157,209 | OtherSpentProceedsAmt |
| Substantial Completion | 2019 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TD BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 0.490000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH ROCKS | PersonNm |
| Relationship With Org | RETIRED CEO | RelationshipWithOrgTxt |
| Loan Purpose | LIFE INSURANCE | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $18,444 | OriginalPrincipalAmt |
| Balance Due | $18,444 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $18,444 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENA FISHER | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY OF KEY EMPLOYEE & BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $169,701 | TransactionAmt |
| Transaction | WAGES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS CONTINUED: | IN JANUARY 2024, ALL EMPLOYEES RECEIVED A NEWLY REVAMPED, ONE-QUESTION EMPLOYEE EXPERIENCE SURVEY VIA SURVEY MONKEY. THROUGH FEEDBACK RECEIVED FROM THE PREVIOUS EMPLOYEE ENGAGEMENT SURVEYS, WE REAFFIRMED OUR INVESTMENT IN OUR WORKFORCE BY FURTHER EXPANDING OUR PARTNERSHIP WITH CARE.COM, DAILYPAY, AND PRYOR LEARNING. MERAKEY WORKED ON OPTIMIZING RESOURCES, WITH VARIOUS ENHANCEMENTS LIKE REVAMPING THE HUMAN RESOURCES INTRANET SITE WITH NEW AND IMPROVED FUNCTIONALITY. STAFF RECEIVED A SECOND EMPLOYEE EXPERIENCE SURVEY VIA CLEARLYRATED IN JUNE 2024. THIS SECOND SURVEY EXPLORED VARIOUS ASPECTS OF EMPLOYEE EXPERIENCE AT MERAKEY, FROM JOB SATISFACTION AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES TO TEAM DYNAMICS AND LEADERSHIP EFFECTIVENESS. IN JANUARY 2024, MERAKEY IDD SERVICES EXPANDED IN THE STATE OF CALIFORNIA WITH THE ACQUISITION OF NORTH VALLEY DEVELOPMENTAL SERVICES (NVDS), INC. LOCATED IN NORTHERN CA, THE FORMER NVDS HAS BEEN IN OPERATION NEARLY THREE DECADES PROVIDING COMMUNITY RESIDENTIAL, DAY PROGRAM, VOCATIONAL AND SKILLS TRAINING SERVICES FOR MORE THAN 75 INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND CO-OCCURRING COMPLEX MEDICAL NEEDS. WITH A SHARED FOCUS ON SUPPORTING INDIVIDUALS AND FAMILIES SERVED WITH EXCEPTIONAL QUALITY OF CARE, COMPASSION, AND COMMITMENT, MERAKEY WELCOMED APPROXIMATELY 130 EMPLOYEES WHO TRANSITIONED FROM NVDS TO THE MERAKEY IDD TEAM. NIKOLE PAPAS, EXECUTIVE DIRECTOR OF MERAKEY PARKSIDE RECOVERY IN PHILADELPHIA PRESENTED ON THE INNOVATIVE PARTNERSHIP THAT MERAKEY HAS DEVELOPED WITH PENN MEDICINE AT THE NATIONAL ASSOCIATION OF COUNTY AND CITY HEALTH OFFICIALS (NAACHO) CONFERENCE IN FEBRUARY 2024. HER PRESENTATION FOCUSED ON THE DEVELOPMENT OF VARIOUS PATHWAYS FOR INDIVIDUALS WITH OPIOID USE DISORDER WHO ARE IN THE HOSPITAL SYSTEM TO UTILIZE WHEN TRANSITIONING TO OUTPATIENT COMMUNITY-BASED CARE. THIS PARTNERSHIP IS ANOTHER EXAMPLE OF THE INNOVATIVE WAYS THAT MERAKEY CONTINUES TO MEET THE NEEDS OF THOSE WE SERVE. IN FEBRUARY 2024, AUDREY LUNDY, DIRECTOR OF THE CRISIS INTERVENTION RESPONSE TEAM FROM MERAKEY PARKSIDE RECOVERY IN PHILADELPHIA PARTICIPATED IN A PANEL PRESENTATION AND DISCUSSION AT CHILDREN'S HOSPITAL IN PHILADELPHIA, HOSTED BY THE DEPARTMENTS OF SOCIAL WORK AND CHILD AND ADOLESCENT PSYCHIATRY AND BEHAVIORAL SCIENCES. THE EVENT WAS HELD TO SHARE INFORMATION ABOUT THE PHILADELPHIA POLICE PARTNERSHIP WITH BEHAVIORAL HEALTH FOR EMERGENCY RESPONSE REFORM AND THE POSITIVE EFFECTS THAT HAVE RESULTED SO FAR. THROUGH HER PRESENTATION AND ANSWERING QUESTIONS, AUDREY HIGHLIGHTED THE INNOVATIVE NATURE OF THE SERVICES PROVIDED TO THE HOMELESS POPULATION AND THE PROFOUND IMPACT AS A RESULT. MERAKEY LAUNCHED EASYVISTA, OUR NEW SELF SERVICE IT SERVICE MANAGEMENT (ITSM) SOLUTION IN MARCH 2024. EASYVISTA REPLACED THE FOOTPRINTS TICKETING/WORK ORDER SYSTEM FOR IT. EASYVISTA WAS DESIGNED TO STREAMLINE OUR SERVICE DELIVERY, ENHANCE USER EXPERIENCES, AND IMPROVE OVERALL EFFICIENCY. STAFF FROM THE PHILADELPHIA AND MONGOMERY COUNTY CERTIFIED COMMUNITY BEHAVIORAL HEALTH (CCBHC) PROGRAMS PARTICIPATED IN SAMHSA FIRST IN-PERSON REGIONAL GRANTEE MEETING IN MARCH 2024. THE REGIONAL MEETING PROVIDED AN OPPORTUNITY FOR GRANTEES TO GET TO KNOW EACH OTHER AND BENEFIT FROM PEER-TO-PEER SHARING OF EXPERIENCE AND EXPERTISE. PARTICIPANTS ALSO ENGAGED IN MUTUAL LEARNING TO DEEPEN THEIR KNOWLEDGE ABOUT THE IMPLEMENTATION OF THE CCBHC MODEL FROM EACH OTHER, TECHNICAL EXPERTS, AND SAMHSA AND OTHER FEDERAL STAFF. LATER IN MARCH, MERAKEY'S LANGUAGE SERVICES LAUNCHED A NEW AND IMPROVED ON-DEMAND VIDEO SERVICE WITH THE LSA INTERPRETATION APPLICATION. THE NEW LSA INTERPRETATION APP ALLOWS USERS TO ACCESS AUDIO-ONLY FEATURES EVEN IF THEY OPT OUT OF VIDEO SERVICES. CLIENTS CAN NOW SCHEDULE VIDEO CALLS IN ADDITION TO OUR ON-DEMAND SERVICE. USERS WILL CONNECT TO THEIR SCHEDULED VRI CALL FROM THE COMFORT OF ANY LAPTOP, DESKTOP, TABLET, OR SMARTPHONE, ALL ON ONE CONVENIENT APP. THE NEW DESIGN OF THE LSA INTERPRETATION APP IS EASY TO ACCESS, USER-FRIENDLY, AND HIGHLY INTUITIVE. IN APRIL 2024, MERAKEY INTRODUCED A NEW ONLINE PLATFORM AVAILABLE TO ALL EMPLOYEES THAT DELIVERS EMPLOYEE WELLBEING SOLUTIONS THAT INSPIRE CONNECTION, EASE STRESS, AND PROMOTE A HEALTHY LIFESTYLE CALLED ON THE GOGA. ON THE GOGA IS A FREE ONLINE HUB TAILORED FOR MERAKEY EMPLOYEES THAT SHARES WELLBEING ARTICLES, VIDEOS, AND RESOURCES FOCUSED ON WHAT MAKES YOU WELL. SENIOR CLINICAL DIRECTORS DORAN COLEY AND DAN GILMORE AND EXECUTIVE DIRECTOR OF CLINICAL SERVICES KIMBERLY MALAYTER PRESENTED AT THE 21ST CHILDREN'S INTERAGENCY CONFERENCE IN STATE COLLEGE, PA IN APRIL 2024. THE CONFERENCE, HOSTED BY OMHSAS, BUREAU OF CHILDREN'S BEHAVIORAL HEALTH SERVICES, AND PA CARE PARTNERSHIP, WAS AN OPPORTUNITY FOR MERAKEY'S CLINICAL DIRECTORS FROM THE CHILDREN AND FAMILY SERVICES DIVISION TO SHARE THEIR EXPERTISE AND EXPERIENCES WITH OTHER PROFESSIONALS IN OUR INDUSTRY. IN MAY 2024, MERAKEY TOTAL HEALTH LEADERSHIP, BOARDS OF DIRECTORS, FRIENDS AND STAFF JOINED LOCAL OFFICIALS AND COMMUNITY MEMBERS TO CELEBRATE THE GRAND OPENING OF MERAKEY TOTAL HEALTH (MTH) WITH A RIBBON CUTTING, BUILDING DEDICATION, AND TOUR OF THE NEWLY RENOVATED FACILITY IN MT. AIRY, PHILADELPHIA. THE NEW HEALTH CENTER IMPROVES ACCESS TO INTEGRATED PRIMARY CARE FOR THE NORTHWEST PHILADELPHIA COMMUNITY, INCLUDING EXISTING CLIENTS OF MERAKEY AND LOW INCOME AND UNINSURED RESIDENTS. AS PART OF THE GRAND OPENING CEREMONY, A SURPRISE BUILDING DEDICATION WAS HELD FOR MIKE BARTON, FORMER EXECUTIVE VICE PRESIDENT FOR MERAKEY'S ADULT BEHAVIORAL HEALTH SERVICES. THE BUILDING IS NAMED THE "MICHAEL A. BARTON HEALTH CENTER" IN HONOR OF MIKE'S MANY YEARS OF SERVICE TO MERAKEY, HIS LIFELONG COMMITMENT TO IMPROVING BEHAVIORAL HEALTH SERVICES, AND HIS DEDICATION TO THE PEOPLE MERAKEY SERVES. MERAKEY LEHIGH VALLEY CENTER BLENDED CASE MANAGEMENT SUPERVISOR AMY LUGG AND STAFF JACQUELINE JACOBY PARTICIPATED IN A JOINT EFFORT WITH MAGELLAN BEHAVIORAL HEALTH, THE COUNTY OFFICE, AND OTHER LOCAL PROVIDERS TO SUPPORT INDIVIDUALS EXPERIENCING HOMELESSNESS AT THE BETHLEHEM EMERGENCY SHELTER. THE OUTREACH PROJECT LASTED FROM NOVEMBER 2023 TO APRIL 2024, AND MERAKEY WAS ABLE TO SUPPORT 20+ INDIVIDUALS WITH A VARIETY OF NEEDS. THE GOAL OF THE PROJECT WAS TO ASSIST INDIVIDUALS EXPERIENCING MENTAL HEALTH ISSUES RESIDING IN THE SHELTER WITH COMMUNITY SUPPORTS. BCM REFERRED MANY OF THE INDIVIDUALS TO CASE MANAGEMENT SERVICES AND ASSISTED OTHERS WITH BENEFIT APPLICATIONS, HOUSING APPLICATIONS, AND SOCIAL DETERMINANTS OF HEALTH NEEDS. |
| FORM 990, PART VI, SECTION A, LINE 2 | THOMAS SAPORITO, DIRECTOR, AND BRANDON FISHER, KEY EMPLOYEE - FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 WAS PREPARED BY THE ORGANIZATION'S TAX DEPARTMENT AND REVIEWED BY AN EXTERNAL TAX ADVISOR. COMMENTS AND THE 990 WERE REVIEWED BY SENIOR MANAGEMENT. THE FORM 990 WAS THEN SENT TO EACH BOARD MEMBER FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | AN ANNUAL QUESTIONNAIRE IS SENT TO AND COMPLETED BY EACH DIRECTOR. ANY BOARD MEMBER WITH A CONFLICT OF INTEREST IS REQUIRED TO RECUSE HIMSELF/HERSELF FROM ANY DISCUSSIONS, NEGOTIATIONS, DELIBERATIONS OR DECISION MAKING INVOLVING THE TRANSACTION CAUSING THE CONFLICT. ALL CONFLICTS OF INTEREST INVOLVING DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REVIEWED BY GENERAL COUNSEL. THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE ORGANIZATION'S OFFICE OF QUALITY AND COMPLIANCE AND ANY POTENTIAL CONFLICTS ARE INVESTIGATED IMMEDIATELY. ANY DISCLOSED RELATIONSHIPS ARE COMMUNICATED TO THE CORPORATE CONTROLLER FOR PURPOSE OF THE AUDIT, COMPLETING FORM 990 AND FOR ANY POSSIBLE INTERNAL CONTROL ISSUES THAT MAY TAKE PLACE DUE TO THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN INTEGRAL PART OF THE ORGANIZATION'S EXECUTIVE RETENTION STRATEGY IS MAINTAINING A COMPREHENSIVE, COMPETITIVE COMPENSATION PROGRAM FOR KEY LEADERSHIP PERSONNEL. TO ENSURE THAT ITS PROGRAM AND PRACTICES ARE MEETING THIS OBJECTIVE, THE COMPENSATION COMMITTEE OF THE MERAKEY USA BOARD OF DIRECTORS ENGAGED A CONSULTANT TO REVIEW THE PROGRAM STRUCTURE, CURRENT PAY AND REWARD LEVELS AND RELATED ADMINISTRATIVE PRACTICES. SPECIFICALLY, THE CONSULTANTS WERE ASKED TO IDENTIFY AND REPORT ON CURRENT EXECUTIVE COMPENSATION LEVELS AND PRACTICES AND PROGRAMMING TRENDS AMONG MISSION SIMILAR ORGANIZATIONS OF LIKE SIZE AND OPERATIONAL SCOPE, ASSESS CURRENT MERAKEY USA EXECUTIVE PAY LEVELS AND PRACTICES IN LIGHT OF PREVAILING INDUSTRY NORMS AND, IN LIGHT OF CONTINUING IRS AND SPONSORING AGENCY SCRUTINY OF EXECUTIVE PAY LEVELS AND PRACTICES IN TAX-EXEMPT ORGANIZATIONS TO DETERMINE REASONABLENESS OF EXECUTIVE PAY UNDER IRC SECTION 4958 GUIDELINES. THE COMPENSATION COMMITTEE USED THIS INFORMATION TO APPROVE THE COMPENSATION OF THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER AND DETERMINE THE COMPENSATION OF OTHER KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENTS 710,323. OTHER INCOME/EXPENSE -1,300,000. OTHER CHANGES IN 457 LIABILITY -432,925. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| NHS III PROPERTIES LLC | |||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 260325943 | HOLDS TITLE TO PROPERTIES | PA | $286,558 | $2,955,618 | MERAKEY USA |
| NHS AVS LLC | |||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 262637829 | HOLDS TITLE TO PROPERTIES | PA | $0 | $27,978,355 | MERAKEY USA |
| HUMAN SERVICES HOUSING COMPANY | |||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 271371527 | HOLDS TITLE TO PROPERTIES | PA | $596,919 | $14,037,476 | MERAKEY USA |
| CONSULTING FOR HUMAN SERVICES LLC | |||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 811228061 | CONSULTING SERVICES | PA | $1,539,417 | $568,906 | NORTHWESTERN ENTERPRISES INC |
| MERAKEY INSURANCE SERVICES LLC | |||||||||
| 1313 N MARKET ST FL 12 | WILMINGTON | DE | 19801 | 882890885 | INSURANCE CAPTIVE | DE | $105,000 | $106,388 | MERAKEY USA |
| SERIES 1 OF MERAKEY INSURANCE | |||||||||
| 1313 N MARKET ST FL 12 | WILMINGTON | DE | 19801 | 882915425 | INSURANCE CAPTIVE | DE | $129,558 | $4,425,277 | MERAKEY USA |
| LOUTHER PLACE LP | |||||||||
| 33 STATE AVENUE | CARLISLE | PA | 17013 | 251802422 | RENTAL REAL ESTATE | PA | $127,049 | $302,732 | NHS STEVENS HOUSING |
| SERIES 2 OF MERAKEY INSURANCE | |||||||||
| 1313 N MARKET ST FL 12 | WILMINGTON | DE | 19801 | 994002226 | INSURANCE CAPTIVE | DE | $0 | $0 | MERAKEY USA |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (26 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MERAKEY FOUNDATION | ||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 233005583 | FUNDRAISING | PA | 501(C)(3) | LINE 7 | MERAKEY USA | Yes (1) |
| MERAKEY CHESTER COUNTY | ||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 231884756 | BH & IDD SERVICES | PA | 501(C)(3) | LINE 10 | MERAKEY USA | Yes (1) |
| MERAKEY BUCKS COUNTY | ||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 231876000 | BH & IDD SERVICES | PA | 501(C)(3) | LINE 10 | MERAKEY USA | Yes (1) |
| MERAKEY NEW JERSEY | ||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 222334709 | IDD SERVICES | NJ | 501(C)(3) | LINE 10 | MERAKEY USA | Yes (1) |
| MERAKEY PENNSYLVANIA | ||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 232799679 | AUTISM, BH & IDD SERVICES | PA | 501(C)(3) | LINE 10 | MERAKEY USA | Yes (1) |
| MERAKEY PHILADELPHIA | ||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 232175923 | AUTISM, BH & IDD SERVICES | PA | 501(C)(3) | LINE 10 | MERAKEY USA | Yes (1) |
| MERAKEY YOUTH SERVICES INC | ||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 232728553 | JUVENILE JUSTICE | PA | 501(C)(3) | LINE 10 | MERAKEY USA | Yes (1) |
| MERAKEY DELAWARE COUNTY | ||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 231887233 | BH & IDD SERVICES | PA | 501(C)(3) | LINE 10 | MERAKEY USA | Yes (1) |
| MERAKEY WOODHAVEN INC | ||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 232784811 | IDD SERVICES | PA | 501(C)(3) | LINE 10 | MERAKEY USA | Yes (1) |
| LILLIAN HOLLIDAY RESIDENCE CORP | ||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 232715238 | LOW INCOME HOUSING | PA | 501(C)(3) | LINE 10 | MERAKEY PHILADELPHIA | Yes (1) |
| MERAKEY CHILDRENS SERVICES | ||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 236296524 | CHILDREN'S BH & EARLY INTERVENTION | PA | 501(C)(3) | LINE 10 | MERAKEY USA | Yes (1) |
| NORTHWESTERN PROPERTIES CORP | ||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 220018629 | HOLDS TITLE TO PROPERTIES | PA | 501(C)(2) | MERAKEY USA | Yes (1) | |
| MERAKEY PARKSIDE RECOVERY INC | ||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 232258743 | SUBSTANCE ABUSE REHABILITATION | PA | 501(C)(3) | LINE 10 | MERAKEY PHILADELPHIA | Yes (1) |
| MERAKEY MONTGOMERY COUNTY | ||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 232304620 | BH & IDD SERVICES | PA | 501(C)(3) | LINE 10 | MERAKEY USA | Yes (1) |
| NHS STEVENS CENTER | ||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 251878857 | BH & IDD SERVICES | PA | 501(C)(3) | LINE 10 | MERAKEY PENNSYLVANIA | Yes (1) |
| NHS STEVENS HOUSING CORP | ||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 251740509 | LOW INCOME HOUSING | PA | 501(C)(3) | LINE 10 | NHS STEVENS CENTER | Yes (1) |
| MERAKEY ALLOS | ||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 760701257 | BH & IDD SERVICES | PA | 501(C)(3) | LINE 10 | MERAKEY USA | Yes (1) |
| NHS II PROPERTIES LLC | ||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 300204506 | HOLDS TITLE TO PROPERTIES | PA | 501(C)(2) | MERAKEY USA | Yes (1) | |
| TRI VALLEY CARE INC | ||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 262061732 | BH & IDD SERVICES | PA | 501(C)(3) | LINE 10 | MERAKEY USA | Yes (1) |
| MERAKEY ALLEGHENY VALLEY SCHOOL | ||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 251094911 | IDD SERVICES | PA | 501(C)(3) | LINE 10 | MERAKEY USA | Yes (1) |
| MERAKEY IDD PHILADELPHIA | ||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 222454140 | IDD SERVICES | PA | 501(C)(3) | LINE 10 | MERAKEY PHILADELPHIA | Yes (1) |
| MERAKEY MARYLAND | ||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 264213384 | FOSTER CARE SERVICES | PA | 501(C)(3) | LINE 10 | MERAKEY PENNSYLVANIA | Yes (1) |
| FRESH START FOUNDATION | ||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 232805137 | VETERANS RESIDENTIAL SERVICES | PA | 501(C)(3) | LINE 10 | MERAKEY USA | Yes (1) |
| MERAKEY MIDWEST | ||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 471282192 | BH & IDD SERVICES | PA | 501(C)(3) | LINE 10 | MERAKEY USA | Yes (1) |
| SMALL HANDS BIG HEARTS PEDIATRIC THERAPY | ||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 270267711 | PEDIATRIC THERAPY | TX | 501(C)(3) | LINE 10 | MERAKEY ALLOS | Yes (1) |
| MERAKEY TOTAL HEALTH | ||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 232362011 | FEDERALLY QUALIFIED HEALTH CENTER | PA | 501(C)(3) | LINE 10 | MERAKEY USA | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENTRY MANAGEMENT SERVICES GENERAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 E GERMANTOWN PIKE | AddressLine1Txt |
| City | LAFAYETTE HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19444 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753242490 | EIN |
| Primary Activities | REAL ESTATE HOLDING | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN ENTERPRISES INC | ||||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 232443521 | HOLDING COMPANY | PA | MERAKEY USA | C | $21,212,482 | $37,526,834 | 1.00000 | Yes (1) |
| THE AMICA COMPANY | ||||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 232461337 | INACTIVE | PA | NW ENTERPRISES | C | Yes (1) | |||
| NORTHWESTERN MANAGEMENT SERVICES COMPANY | ||||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 232144909 | HOLDING COMPANY | PA | NW ENTERPRISES | C | Yes (1) | |||
| LIFE TREE PHARMACY SERVICES INC | ||||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 202433174 | PHARMACY | PA | NW ENTERPRISES | C | Yes (1) | |||
| HOUSE NEXT DOOR INC | ||||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 232093671 | INACTIVE | PA | NW ENTERPRISES | C | Yes (1) | |||
| NORTHWESTERN INTRASYSTEMS INC | ||||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 232461336 | MANAGEMENT COMPANY | PA | MERAKEY USA | C | 1.00000 | Yes (1) | ||
| LUMICARE INC | ||||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 233084216 | HEALTH CONSULT | PA | NW ENTERPRISES | C | Yes (1) | |||
| FRESH START NOW INC | ||||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 232589841 | RECOVERY HOUSING | PA | MERAKEY PHILA | C | Yes (1) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (23 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MERAKEY ALLOS | ||
| L | $7,215,088 | VARIOUS ALLOCATION METHODS |
| MERAKEY ALLOS | ||
| L | $2,698,657 | VARIOUS ALLOCATION METHODS |
| MERAKEY ALLOS | ||
| L | $161,728 | VARIOUS ALLOCATION METHODS |
| MERAKEY ALLOS | ||
| J | $210,675 | VARIOUS ALLOCATION METHODS |
| MERAKEY ALLEGHENY VALLEY SCHOOL | ||
| L | $15,349,284 | VARIOUS ALLOCATION METHODS |
| MERAKEY ALLEGHENY VALLEY SCHOOL | ||
| L | $4,947,093 | VARIOUS ALLOCATION METHODS |
| MERAKEY ALLEGHENY VALLEY SCHOOL | ||
| L | $3,166,643 | VARIOUS ALLOCATION METHODS |
| MERAKEY ALLEGHENY VALLEY SCHOOL | ||
| J | $75,986 | VARIOUS ALLOCATION METHODS |
| FRESH START FOUNDATION | ||
| L | $859,147 | VARIOUS ALLOCATION METHODS |
| FRESH START FOUNDATION | ||
| L | $86,804 | VARIOUS ALLOCATION METHODS |
| FRESH START FOUNDATION | ||
| L | $106,623 | VARIOUS ALLOCATION METHODS |
| FRESH START FOUNDATION | ||
| J | $65,412 | VARIOUS ALLOCATION METHODS |
| MERAKEY MONTGOMERY COUNTY | ||
| L | $1,404,185 | VARIOUS ALLOCATION METHODS |
| MERAKEY MONTGOMERY COUNTY | ||
| L | $584,939 | VARIOUS ALLOCATION METHODS |
| MERAKEY MONTGOMERY COUNTY | ||
| L | $94,309 | VARIOUS ALLOCATION METHODS |
| MERAKEY PENNSYLVANIA | ||
| L | $20,800,837 | VARIOUS ALLOCATION METHODS |
| MERAKEY PENNSYLVANIA | ||
| L | $9,128,338 | VARIOUS ALLOCATION METHODS |
| MERAKEY PENNSYLVANIA | ||
| L | $1,697,067 | VARIOUS ALLOCATION METHODS |
| MERAKEY PENNSYLVANIA | ||
| J | $460,212 | VARIOUS ALLOCATION METHODS |
| MERAKEY PHILADELPHIA | ||
| L | $13,971,105 | VARIOUS ALLOCATION METHODS |
| MERAKEY PHILADELPHIA | ||
| L | $4,017,262 | VARIOUS ALLOCATION METHODS |
| MERAKEY PHILADELPHIA | ||
| L | $1,445,623 | VARIOUS ALLOCATION METHODS |
| MERAKEY PHILADELPHIA | ||
| J | $569,336 | VARIOUS ALLOCATION METHODS |