2025-05-14T09:21:42-05:00 2024-06-30 346565596 ERNST & YOUNG US LLP 2005 MARKET ST STE 700 PHILADELPHIA PA 19103 990 2023-07-01 232175924 MERAKEY USA MERA 6102604600 620 E GERMANTOWN PIKE LAFAYETTE HILL PA 19444 DERRICK YACOVELLI CFO 6102604600 2025-05-13 1 0 LAUREN E BENNETT P01787029 2154485000 2023 2025-03-06 01:10:19Z JOSEPH MARTZ 620 E GERMANTOWN PIKE LAFAYETTE HILL PA 19444 80381351 0 X WWW.MERAKEY.ORG X 1986 PA PERFORM ADMINISTRATIVE AND SUPPORTING SERVICES FOR ITS EXEMPT AFFILIATED SUBSIDIARIES. 13 12 936 13 0 0 10533 3083 69745659 75726644 771861 4023112 343278 628512 70871331 80381351 0 0 0 0 50359524 54359003 0 0 0 25990188 27977691 76349712 82336694 -5478381 -1955343 167903956 162249139 87491553 84382638 80412403 77866501 X PERFORM ADMINISTRATIVE AND SUPPORTING SERVICES FOR ITS EXEMPT AFFILIATED SUBSIDIARIES IN FURTHERANCE OF THEIR MISSION. 0 0 77202925 0 75726644 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. 77202925 1 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 1 1 1 1 0 0 1 494 0 1 936 1 0 0 0 0 0 0 0 0 0 0 1 0 X 13 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X SIMON WHANG 6102604600 620 E GERMANTOWN PIKE LAFAYETTE HILL PA 19444 JOSEPH MARTZ PRESIDENT & CEO 40.00 10.00 X X 1215852 0 58207 JOSEPH P BILSON DIRECTOR 1.00 0.00 X 0 0 0 RICHARD W HAYDEN DIRECTOR 1.00 0.00 X 0 0 0 JOSEPH ROCKS RETIRED CEO 1.00 1.00 X 0 0 0 MARIA FRIZELLE ROBERTS DIRECTOR 1.00 0.00 X 0 0 0 PHILIP HUGHES DIRECTOR 1.00 0.00 X 0 0 0 THOMAS SAPORITO DIRECTOR 1.00 0.00 X 0 0 0 THOMAS MORRISON DIRECTOR FROM 04/24 1.00 0.00 X 0 0 0 GREGORY S ROST DIRECTOR 1.00 0.00 X 0 0 0 KELLY C WALL DIRECTOR 1.00 0.00 X 0 0 0 DAVID VOLPE DIRECTOR 1.00 0.00 X 0 0 0 HOWARD BROWNSTEIN DIRECTOR 1.00 0.00 X 0 0 0 TAMI L FRATIS DIRECTOR 1.00 0.00 X 0 0 0 STEPHEN MACCARTHY DIRECTOR FROM 04/24 1.00 0.00 X 0 0 0 ROBERT NC NIX III CHAIRMAN 1.00 15.00 X X 0 0 0 CAROL J JOHNSON DIRECTOR THROUGH 11/23 1.00 0.00 X 0 0 0 JOHN J EGAN JR DIRECTOR THROUGH 11/23 1.00 0.00 X 0 0 0 JILL WEITZ ESQ GENERAL COUNSEL & SECRETARY 40.00 10.00 X 540226 0 33941 DERRICK YACOVELLI CFO & TREASURER 40.00 10.00 X 738281 0 43696 THEODORE DALLAS PRESIDENT & COO 40.00 10.00 X 700336 0 26186 ELISE TRETOLA SR VP IDD SERVICES 40.00 10.00 X 467053 0 6774 BRANDON FISHER CHIEF STRATEGY OFFICER 40.00 10.00 X 413695 0 34379 TOM MORGAN CHIEF INFORMATION OFFICER 40.00 10.00 X 443066 0 37618 LEAH PASON CHIEF PEOPLE OFFICER 40.00 10.00 X 518654 0 24466 REBECCA RICHWINE SR VP, CFS 40.00 10.00 X 438198 0 11110 TINNESIA SNYDER SR VP, ABH 40.00 10.00 X 461334 0 37287 LAURA MURRAY EXECUTIVE MEDICAL DIRECTOR 40.00 10.00 X 519418 0 37114 MOTAZ ALHOMSI MEDICAL DIRECTOR 40.00 10.00 X 343523 0 43608 MALCOLM MUSGROVE VP, CHILDREN'S SERVICES 40.00 10.00 X 306969 0 30729 7106605 0 425115 135 0 1 0 BITTENBENDER CONSTRUCTION LP 5 N COLUMBUS BLVD PIER 5 PHILADELPHIA PA 19106 CONSTRUCTION & RENOVATION 4303978 LINTON'S MANAGED SERVICES 1800 MOTOR PARKWAY ISLANDIA NY 11749 FOOD SERVICES 4149803 DELTA-T GROUP 950 HAVERFORD RD STE 200 BRYN MAWR PA 19010 TEMPORARY AGENCIES 3749424 HHS ENVIRONMENTAL SERVICES LLC 12495 SILVER CREEK RD DRIPPING SPRINGS TX 78620 HOUSEKEEPING AND LAUNDRY SERVICES 2690553 FLAGSTAR STAFFING INC 117 DITMAS AVENUE BROOKLYN NY 11218 TEMPORARY AGENCIES 2590841 169 3083 3083 CORPORATE ALLOCATION 560000 61257377 61257377 MANAGEMENT FEES 540000 12046120 12046120 RENTAL INCOME 530000 2423147 2423147 75726644 2916162 2916162 1106950 0 1106950 1106950 1106950 MISCELLANEOUS INCOME 900099 628512 628512 628512 80381351 75726644 0 4651624 4044236 3729695 314541 39554313 39402855 151458 2172659 1986804 185855 5531185 5282434 248751 3056610 3050718 5892 1069633 179792 889841 171711 171711 5137910 4500274 637636 29912 29912 1617967 1461803 156164 7412900 7411054 1846 2305537 2018441 287096 1551295 1356233 195062 148457 147957 500 1275044 578955 696089 3063415 3020950 42465 661450 651251 10199 SALES TAX EXPENSE 1354741 531473 823268 RECRUITING 912463 896563 15900 STAFF DEVELOPMENT 357789 340420 17369 ORG MEMBERSHIPS 332812 336756 -3944 574655 116874 457781 82336694 77202925 5133769 0 11639404 12750662 44954938 41676328 43369 1577601 18444 9029574 6042004 427189 0 13174248 7733969 92662736 66922082 29222664 25740654 46815429 46815429 882844 742403 11714297 19151645 167903956 162249139 26806793 30892182 1809958 22686941 18311088 10894919 2168206 27102900 31201204 87491553 84382638 X 80412403 77866501 80412403 77866501 167903956 162249139 X -1955343 432925 -882 -1022602 X 0 1 X 1 0 X 167268 131672 27500 10533 3083 340056 57357692 58581665 59779880 69745659 75726644 321191540 57524960 58713337 59807380 69756192 75729727 321531596 0 0 0 321531596 2613 10648 131358 676955 2916162 3737736 2613 10648 131358 676955 2916162 3737736 269637 331827 440854 343278 628512 2014108 57797210 59055812 60379592 70776425 79274401 327283440 0.98240 0.99140 0.01140 0.00270 X 7899150 7899150 44366661 28209871 16156790 1149895 1104162 45733 6982876 6659171 323705 32264154 30948878 1315276 25740654 INVESTMENT IN SUBSIDIARIES 46763177 C INVESTMENT IN ENTERPRISES 52252 C 46815429 OTHER ASSETS 325000 WORKERS COMPENSATION - ESCROW 221459 ACCRUED INTEREST RECEIVABLE 329687 DUE FROM AFFILIATES 6718754 RIGHT OF USE ASSET 5550928 457 PLAN ASSETS 5005817 LINE OF CREDIT RECEIVABLE, INTERCOMPANY 1000000 19151645 RESERVE FOR SELF INSURED HEALTH AND WORKERS COMPENSATION 14957082 OTHER LIABILITIES 389385 CLIENT FUNDS 3915641 RIGHT OF USE - LONG TERM 3499576 RIGHT OF USE - SHORT TERM 2146485 INTEREST RATE SWAP LIABILITIES 1287218 457 PLAN LIABILITY 5005817 31201204 X PART X, LINE 2: 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. X X X X X X 0 1 0 0 0 0 0 1 0 JOSEPH MARTZ PRESIDENT & CEO 962245 0 0 0 253607 0 13314 0 44893 0 1274059 0 0 0 DERRICK YACOVELLI CFO & TREASURER 617031 0 0 0 121250 0 6715 0 36981 0 781977 0 0 0 THEODORE DALLAS PRESIDENT & COO 584646 0 0 0 115690 0 6775 0 19411 0 726522 0 0 0 JILL WEITZ ESQ GENERAL COUNSEL & SECRETARY 469492 0 0 0 70734 0 0 0 33941 0 574167 0 0 0 LAURA MURRAY EXECUTIVE MEDICAL DIRECTOR 519418 0 0 0 0 0 6385 0 30729 0 556532 0 0 0 LEAH PASON CHIEF PEOPLE OFFICER 452504 0 0 0 66150 0 6905 0 17561 0 543120 0 0 0 TINNESIA SNYDER SR VP, ABH 401917 0 0 0 59417 0 6770 0 30517 0 498621 0 0 0 TOM MORGAN CHIEF INFORMATION OFFICER 385466 0 0 0 57600 0 5484 0 32134 0 480684 0 0 0 ELISE TRETOLA SR VP IDD SERVICES 415699 0 0 0 51354 0 0 0 6774 0 473827 0 0 0 REBECCA RICHWINE SR VP, CFS 382554 0 0 0 55644 0 6820 0 4290 0 449308 0 0 0 BRANDON FISHER CHIEF STRATEGY OFFICER 359069 0 0 0 54626 0 5481 0 28898 0 448074 0 0 0 MOTAZ ALHOMSI MEDICAL DIRECTOR 343523 0 0 0 0 0 6760 0 36848 0 387131 0 0 0 MALCOLM MUSGROVE VP, CHILDREN'S SERVICES 306969 0 0 0 0 0 0 0 30729 0 337698 0 0 0 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). A MONTGOMERY COUNTY INDUSTRIAL DEVELOPMENTAL AUTHORITY 232245125 2019-06-28 6157209 REFUND BONDS 0 1 0 A 6157209 6157209 2019 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 1 1 1 TD BANK NA 0.490000000000 0 0 0 0 1 A 1 JOSEPH ROCKS RETIRED CEO LIFE INSURANCE X 18444 18444 0 1 1 18444 JENA FISHER FAMILY OF KEY EMPLOYEE & BOARD MEMBER 169701 WAGES 0 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. 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