MERAKEY USA: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MERAKEY USA (EIN 23-2175924)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-13
- IRS object ID
- 202601339349303700
- Schema version
- 2024v5.5
- 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 | 2026-05-13T10:22:45-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 | 2024-07-01 | 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 | 2026-05-13 | 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 | 2024 | 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 | $88,695,595 | 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 | 13 | VotingMembersIndependentCnt |
| Total Employee | 910 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,083 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,642 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $75,726,644 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $82,343,521 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,023,112 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,570,405 | CYInvestmentIncomeAmt |
| PY Other Revenue | $628,512 | PYOtherRevenueAmt |
| CY Other Revenue | $1,777,027 | CYOtherRevenueAmt |
| PY Total Revenue | $80,381,351 | PYTotalRevenueAmt |
| CY Total Revenue | $88,695,595 | 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 | $54,359,003 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $58,057,265 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,977,691 | PYOtherExpensesAmt |
| CY Other Expenses | $30,059,569 | CYOtherExpensesAmt |
| PY Total Expenses | $82,336,694 | PYTotalExpensesAmt |
| CY Total Expenses | $88,116,834 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,955,343 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $578,761 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $162,249,139 | TotalAssetsBOYAmt |
| Total Assets EOY | $180,914,282 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $84,382,638 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $91,590,947 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $77,866,501 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $89,323,335 | 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 | $83,723,313 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $82,343,521 | RevenueAmt |
| Desc | IN FY 2025, 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' FY25 ACTIVITIES:WITH OVER 8,308 EMPLOYEES, MERAKEY USA SERVED 32,126 INDIVIDUALS AT 668 DIFFERENT SITES VIA 1,050 EXCEPTIONAL PROGRAMS IN FY25.MERAKEY CONTINUES ITS STRONG 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 HIRING PROTOCOLS, REFINED OUR TRAINING PROCESS, AND FURTHER 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.IN JULY 2024, MEMBERS OF THE AS EMPLOYEE RESOURCE GROUP (PRONOUNCED AH-SHAY; BLACK/AFRICAN AMERICAN) LED THE 2ND ANNUAL JUNETEENTH OUTREACH EVENT. THE JUNETEENTH CELEBRATIONS WERE WELL-RECEIVED ACROSS VARIOUS LOCATIONS, WITH PARTICIPANTS APPRECIATING EDUCATIONAL CONTENT AND CULTURAL ACTIVITIES AS A COMMUNITY. CONSUMERS AND MERAKEY STAFF HELD EVENTS OUTSIDE, IN MEETING ROOMS, AND OVER LUNCH BREAK TABLES WITH MANY ACTIVITIES, PRIZES, FOOD, AND FUN. MERAKEY'S GATEWAY INK PROGRAM DESIGNED, CREATED, AND DISTRIBUTED OUR FIRST-EVER JUNETEENTH CELEBRATION T-SHIRTS.ALSO IN JULY, MERAKEY RECEIVED THE FINAL CARF ACCREDITATION REPORT AND RECEIVED NO RECOMMENDATIONS (SOMETHING ONLY 3% OF CARF ORGANIZATIONS ACHIEVE), WHICH MEANS NO PLAN OF CORRECTION REQUIRED. MERAKEY EARNED ANOTHER FULL 3-YEAR ACCREDITATION WHICH EXPIRES MAY 31ST OF 2027. CARF INTERNATIONAL IS AN INDEPENDENT, NONPROFIT ACCREDITOR OF HEALTH AND HUMAN SERVICES. THROUGH ACCREDITATION, CARF ASSISTS SERVICE PROVIDERS IN DEMONSTRATING VALUE BY THE QUALITY OF THEIR SERVICES AND MEETING INTERNATIONALLY RECOGNIZED ORGANIZATIONAL AND PROGRAM STANDARDS.ON AUGUST 6, 2024, MERAKEY AND NEARLY 200 ATTENDEES CELEBRATED THE OPENING OF ITS NEW MENTAL HEALTH WALK-IN CLINIC WITH A RIBBON-CUTTING CEREMONY AND OPEN HOUSE. GUESTS HEARD REMARKS FROM SEVERAL SPEAKERS FROM MERAKEY, PHILADELPHIA DEPARTMENT OF BEHAVIORAL HEALTH, AND COMMUNITY BEHAVIORAL HEALTH. AFTER THE RIBBON CUTTING, TOURS OF THE NEW CLINIC WERE GIVEN, AND REFRESHMENTS WERE ENJOYED UNDER A LARGE OUTDOOR TENT. THE CLINIC IS PHILADELPHIA'S FIRST AND ONLY BEHAVIORAL HEALTH URGENT CARE FOR ADULTS NEEDING SAME-DAY MENTAL HEALTH CARE THAT IS NOT AN EMERGENCY. THROUGH THIS CLINIC, MERAKEY AIMS TO REDUCE AVOIDABLE VISITS TO CRISIS RESPONSE CENTERS AND EMERGENCY ROOMS BY HELPING PEOPLE GET THE MENTAL HEALTH CARE THEY NEED WHEN THEY NEED IT. SEVERAL NEWS OUTLETS JOINED THE EVENT TO PROMOTE THE NEW CLINIC TO THE COMMUNITY.ALSO IN AUGUST, MERAKEY UPDATED THE ADP ENTERPRISE HR SYSTEM TO SUPPORT CAPTURING AND USING PREFERRED NAMES, PRONOUNS, AND GENDER WHILE PRESERVING LEGAL NAMES FOR NECESSARY RECORDS. THIS EFFORT ALIGNS WITH OUR COMMITMENT TO INCLUSION WITHIN OUR ORGANIZATION. WITH THIS UPDATE, WE CAN ENSURE WE RECOGNIZE INDIVIDUALS AS THEY CHOOSE TO BE ACKNOWLEDGED.IN OCTOBER 2024, IN RESPONSE TO THE NEED FOR SOME HIGHER-LEVEL INTERVENTIONS FOR STAFF IN CALIFORNIA AND LOUISIANA BEYOND THE STANDARD 7AM-5:30PM WORKDAY, THE MERAKEY IT SERVICE CENTER EXTENDED THE TIER 1 SERVICE CENTER STAFFING HOURS (INTERNALLY) TO 6AM 10PM ET. LATER THAT MONTH, MERAKEY'S LGBTQ+ ERG HOSTED ITS ANNUAL COMING OUT DAY EVENT WITH A PRESENTATION OF THE CHAMPION AWARD. IN DECEMBER 2024, WE INTRODUCED THE MERAKEY MILES OF EXCELLENCE PROGRAM RECOGNIZING THE AMAZING MILESTONES OUR TEAM MEMBERS REACH DURING THEIR TIME WITH THE COMPANY. THE PROGRAM CELEBRATES WORK ANNIVERSARIES, FROM AN EMPLOYEE'S FIRST YEAR WITH US TO THEIR 50TH (AND BEYOND). EMPLOYEE MILESTONES ARE SHARED ON MERAKEY'S SOCIAL MEDIA CHANNELS AND IN INTERNAL COMMUNICATIONS, SO EVERYONE AT MERAKEY CAN JOIN IN THE CELEBRATION.ON JANUARY 8, 2025, MERAKEY PARKSIDE RECOVERY, IN PARTNERSHIP WITH THE CITY OF PHILADELPHIA AND MAYOR CHERRELLE PARKER'S ADMINISTRATION WELCOMED MERAKEY LEADERSHIP, COMMUNITY PARTNERS, AND INVITED GUESTS TO THEIR RECENTLY RENOVATED RECOVERY HOUSING PROGRAM IN THE HOLMESBURG NEIGHBORHOOD IN PHILADELPHIA. GUIDED TOURS AND A PRESS CONFERENCE WERE HELD AT THE NEW FACILITY, CALLED MERAKEY AT RIVERVIEW WELLNESS VILLAGE. MERAKEY'S NEW PROGRAM IS PART OF MAYOR PARKER'S PLAN TO ADDRESS THE ADDICTION CRISIS ACROSS THE CITY. THE NEW RECOVERY HOUSING PROGRAM, LOCATED ON THE GROUNDS OF RIVERVIEW WELLNESS VILLAGE, WILL SUPPORT AND TREAT INDIVIDUALS WITH A SUBSTANCE USE DISORDER. INDIVIDUALS MAY STAY AT THE FACILITY FOR UP TO A YEAR WHILE WORKING ON THEIR RECOVERY GOALS. THE PROGRAM WILL BEGIN ACCEPTING REFERRALS SOON AND WILL SERVE UP TO 132 INDIVIDUALS WHEN FULLY OPERATIONAL. DURING THE PRESS CONFERENCE, MAYOR PARKER ACKNOWLEDGED MERAKEY AS A TRUSTED AND VALUED PARTNER AND PROVIDER OF THESE SERVICES. OUR SHARED GOAL OF HELPING THE MOST VULNERABLE MEMBERS OF THE COMMUNITY WAS EXPRESSED BY MANY AT THE EVENT.MORE EMPLOYEES ENGAGED WITH DASHBOARDS, ANALYTICS, AND REPORTS VIA MERAKEY'S POWER BI DASHBOARD, IN PART DUE TO SEVERAL TRAINING SESSIONS HELD FROM JANUARY THROUGH MARCH.IN FEBRUARY 2025, MERAKEY RAN ITS ANNUAL 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. ALSO IN FEBRUARY, MERAKEY HELD THE 4TH ANNUAL VIRTUAL CONFERENCE 'INTEGRATING HEALTHCARE: SUPPORTING THOSE WITH IDD/MENTAL ILLNESS THROUGH THE LIFESPAN.' 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. THE NATIONAL ALLIANCE FOR DIRECT SUPPORT PROFESSIONALS (NADSP) DEVELOPS NUMEROUS STAFF DEVELOPMENT OPTIONS TO IMPROVE THE KNOWLEDGE AND SKILLS OF BOTH DIRECT SUPPORT PROFESSIONALS (DSPS) AND FRONTLINE SUPERVISORS (FLS). THIS NATIONALLY RECOGNIZED CURRICULUM PROVIDES GREATER JOB SATISFACTION, HIGHER QUALITY CARE, EMPLOYEE RETENTION, AND CAREER GROWTH. MERAKEY WAS SUCCESSFUL IN OBTAINING NADSP CERTIFICATION FOR OUR OWN TRAININGS AND HAS A THREE-YEAR ACCREDITATION VALID THROUGH FEBRUARY 1, 2028. THIS ACCREDITATION IS A GREAT ACHIEVEMENT FOR THE MERAKEY STAFF DEVELOPMENT TEAM. THE CURRICULUM WAS PRAISED FOR ITS ALIGNMENT WITH THE NADSP DIRECT SUPPORT PROFESSIONAL COMPETENCIES/FRONTLINE SUPERVISOR COMPETENCIES IN THIS PROFESSIONAL ARRAY OF MODULES.ON MARCH 26, 2025, DURING WOMEN'S HISTORY MONTH, MERAKEY TOTAL HEALTH'S MEDICAL DIRECTOR DR. KELLY LOPEZ, MD, WAS NOMINATED FOR THE PRESTIGIOUS 2025 PHENOMENAL WOMAN AWARD OF THE 200TH DISTRICT. DR. LOPEZ WAS AMONG SEVERAL PHENOMENAL WOMEN TO RECEIVE A CITATION FROM THE HOUSE OF REPRESENTATIVES FOR THE COMMONWEALTH OF PENNSYLVANIA DURING A CEREMONY AT CHESTNUT HILL COLLEGE IN PHILADELPHIA. IN MAY 2025, HUMAN RESOURCES LAUNCHED A NEW HR HELPLINE SERVICE CENTER PORTAL. EMPLOYEES NOW HAVE SEVERAL WAYS TO SUBMIT THEIR HR QUESTIONS OR CONCERNS THROUGH THE NEW PORTAL. THE HR HELPLINE SERVICE CENTER PORTAL AIDS IN GETTING THE RIGHT ANSWERS QUICKLY FOR EMPLOYEES' QUESTIONS AND REQUESTS ABOUT BENEFITS, PAYROLL, AND MORE.LATER IN MAY 2025, AFTER A YEAR-LONG PROCESS OF DEMOS AND EVALUATIONS CONDUCTED BY A CROSS-FUNCTIONAL TEAM, MERAKEY ANNOUNCED WORKDAY WOULD BECOME THE NEW ENTERPRISE RESOURCE PLANNING (ERP) SYSTEM. THIS CHANGE, WHICH WILL OCCUR IN PHASES THROUGHOUT THE NEXT YEAR, WILL HELP MERAKEY BE MORE EFFICIENT, SUPPORT OUR TEAMS BETTER, AND IMPROVE THE EMPLOYEE EXPERIENCE. WITH WORKDAY, WE'LL REPLACE OUR OLD SYSTEMS WITH ONE MODERN PLATFORM THAT SUPPORTS OUR PEOPLE, PROCESSES, AND GROWTH.IN EARLY JUNE 2025, ALL EMPLOYEES RECEIVED A NEW EMPLOYEE ENGAGEMENT SURVEY VIA CLEARLYRATED, A THIRD-PARTY ORGANIZATION THAT SPECIALIZES IN SURVEYS. THE SURVEY EXPLORED VARIOUS ASPECTS OF EMPLOYEE EXPERIENCE AT MERAKEY, FROM JOB SATISFACTION AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES TO TEAM DYNAMICS AND LEADERSHIP EFFECTIVENESS. | Desc |
| Total Program Service Expenses | $83,723,313 | 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 | 504 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 910 | 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 | 13 | 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 (28 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) | $1,312,504 | $0 | $55,260 | ||
| 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 THROUGH 11/24 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS MORRISON | |||||||||
| DIRECTOR | 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 | 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 | ||
| DOROTHY POLLON | |||||||||
| DIRECTOR FROM 4/25 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JILL WEITZ ESQ | |||||||||
| GENERAL COUNSEL & SECRETARY | 40.00 | 10.00 | Yes (X) | $579,278 | $0 | $35,698 | |||
| DERRICK YACOVELLI | |||||||||
| CFO & TREASURER | 40.00 | 10.00 | Yes (X) | $772,981 | $0 | $45,661 | |||
| THEODORE DALLAS | |||||||||
| PRESIDENT & COO | 40.00 | 10.00 | Yes (X) | $747,811 | $0 | $27,315 | |||
| ELISE TRETOLA | |||||||||
| SR VP IDD SERVICES THROUGH 11/24 | 40.00 | 10.00 | $579,876 | $0 | $6,355 | Yes (X) | |||
| BRANDON FISHER | |||||||||
| CHIEF STRATEGY OFFICER | 40.00 | 10.00 | $439,392 | $0 | $36,312 | Yes (X) | |||
| TOM MORGAN | |||||||||
| CHIEF INFORMATION OFFICER | 40.00 | 10.00 | $473,696 | $0 | $38,800 | Yes (X) | |||
| LEAH PASON | |||||||||
| CHIEF PEOPLE OFFICER | 40.00 | 10.00 | $542,494 | $0 | $26,041 | Yes (X) | |||
| REBECCA RICHWINE | |||||||||
| SR VP, CFS | 40.00 | 10.00 | $464,628 | $0 | $21,354 | Yes (X) | |||
| TINNESIA SNYDER | |||||||||
| SR VP, ABH | 40.00 | 10.00 | $491,860 | $0 | $39,225 | Yes (X) | |||
| LAURA MURRAY | |||||||||
| EXECUTIVE MEDICAL DIRECTOR | 40.00 | 10.00 | $549,393 | $0 | $38,601 | Yes (X) | |||
| MOTAZ ALHOMSI | |||||||||
| MEDICAL DIRECTOR | 40.00 | 10.00 | $351,343 | $0 | $46,521 | Yes (X) | |||
| MALCOLM MUSGROVE | |||||||||
| VP, CHILDREN'S SERVICES | 40.00 | 10.00 | $322,519 | $0 | $32,384 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,627,775 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $449,527 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 156 | 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 |
|---|---|---|---|---|---|
| WHITSONS NUTRITION LLC | |||||
| 1800 MOTOR PARKWAY | ISLANDIA | NY | 11749 | FOOD SERVICES | $3,861,183 |
| HHS ENVIRONMENTAL SERVICES LLC | |||||
| 12495 SILVER CREEK RD | DRIPPING SPRINGS | TX | 78620 | HOUSEKEEPING AND LAUNDRY SERVICES | $3,079,841 |
| DELTA-T GROUP | |||||
| 950 HAVERFORD RD STE 200 | BRYN MAWR | PA | 19010 | TEMPORARY AGENCIES | $2,933,112 |
| NETSMART TECHNOLOGIES INC | |||||
| 11100 NALL AVE | OVERLAND PARK | KS | 66211 | ENTERPRISE SOFTWARE SOLUTIONS | $2,572,255 |
| MONGIOVI AND SON PLUMBING | |||||
| 190 BILMAR DRIVE | PITTSBURGH | PA | 15205 | PLUMBING SERVICES | $2,509,439 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 181 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $4,642 | RelatedOrganizationsAmt |
| Total Contributions | $4,642 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CORPORATE ALLOCATION | 560000 | $63,945,742 | $63,945,742 |
| MANAGEMENT FEES | 540000 | $15,941,931 | $15,941,931 |
| RENTAL INCOME | 530000 | $2,455,848 | $2,455,848 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $82,343,521 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,440,009 | TotalRevenueColumnAmt |
| Exclusion | $2,440,009 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,130,396 | 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 | $2,130,396 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,130,396 | TotalRevenueColumnAmt |
| Exclusion | $2,130,396 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,777,027 | TotalRevenueColumnAmt |
| Exclusion | $1,777,027 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,777,027 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88,695,595 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $82,343,521 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,347,432 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,290,289 | TotalAmt |
| Program Services | $3,948,703 | ProgramServicesAmt |
| Management And General | $341,586 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,260,011 | TotalAmt |
| Program Services | $41,990,723 | ProgramServicesAmt |
| Management And General | $269,288 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,153,848 | TotalAmt |
| Program Services | $1,841,434 | ProgramServicesAmt |
| Management And General | $312,414 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,169,038 | TotalAmt |
| Program Services | $6,031,829 | ProgramServicesAmt |
| Management And General | $137,209 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,184,079 | TotalAmt |
| Program Services | $3,161,623 | ProgramServicesAmt |
| Management And General | $22,456 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,579 | TotalAmt |
| Program Services | $277,184 | ProgramServicesAmt |
| Management And General | $146,395 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,874 | TotalAmt |
| Program Services | $192,874 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,127,845 | TotalAmt |
| Program Services | $3,283,545 | ProgramServicesAmt |
| Management And General | $844,300 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,956 | TotalAmt |
| Program Services | $14,956 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,378,245 | TotalAmt |
| Program Services | $1,363,965 | ProgramServicesAmt |
| Management And General | $14,280 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,745,474 | TotalAmt |
| Program Services | $8,740,337 | ProgramServicesAmt |
| Management And General | $5,137 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,030,512 | TotalAmt |
| Program Services | $1,909,789 | ProgramServicesAmt |
| Management And General | $120,723 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,328,324 | TotalAmt |
| Program Services | $1,250,806 | ProgramServicesAmt |
| Management And General | $77,518 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,860 | TotalAmt |
| Program Services | $80,310 | ProgramServicesAmt |
| Management And General | $8,550 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,157,422 | TotalAmt |
| Program Services | $491,431 | ProgramServicesAmt |
| Management And General | $665,991 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,969,080 | TotalAmt |
| Program Services | $2,922,263 | ProgramServicesAmt |
| Management And General | $46,817 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $717,424 | TotalAmt |
| Program Services | $706,529 | ProgramServicesAmt |
| Management And General | $10,895 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSE | $1,885,059 | $1,270,891 | $614,168 |
| SALES TAX EXPENSE | $1,179,094 | $679,052 | $500,042 |
| RECRUITING | $1,058,951 | $1,058,951 | |
| OTHER EXPENSES | $748,810 | $527,576 | $221,234 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,013,060 | TotalAmt |
| Program Services | $1,978,542 | ProgramServicesAmt |
| Management And General | $34,518 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,116,834 | TotalAmt |
| Program Services | $83,723,313 | ProgramServicesAmt |
| Management And General | $4,393,521 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,750,662 | BOYAmt |
| EOY | $20,672,121 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,676,328 | BOYAmt |
| EOY | $51,244,893 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,577,601 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,444 | BOYAmt |
| EOY | $18,444 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,042,004 | BOYAmt |
| EOY | $6,017,426 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,733,969 | BOYAmt |
| EOY | $9,028,612 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $93,160,918 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $68,269,931 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,740,654 | BOYAmt |
| EOY | $24,890,987 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,815,429 | BOYAmt |
| EOY | $47,002,821 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $742,403 | BOYAmt |
| EOY | $688,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,151,645 | BOYAmt |
| EOY | $21,350,978 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,249,139 | BOYAmt |
| EOY | $180,914,282 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,892,182 | BOYAmt |
| EOY | $37,357,189 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,809,958 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,311,088 | BOYAmt |
| EOY | $16,514,504 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,168,206 | BOYAmt |
| EOY | $2,818,083 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,201,204 | BOYAmt |
| EOY | $34,901,171 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,382,638 | BOYAmt |
| EOY | $91,590,947 | 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 | $77,866,501 | BOYAmt |
| EOY | $89,323,335 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,866,501 | BOYAmt |
| EOY | $89,323,335 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,249,139 | BOYAmt |
| EOY | $180,914,282 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $578,761 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $479,562 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $10,398,511 | 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 | $131,672 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,533 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,083 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,642 | CurrentTaxYearAmt |
| Total | $177,430 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,581,665 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,779,880 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,745,659 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,726,644 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,343,521 | CurrentTaxYearAmt |
| Total | $346,177,369 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,713,337 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,807,380 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,756,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,729,727 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,348,163 | CurrentTaxYearAmt |
| Total | $346,354,799 | 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 | $346,354,799 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,648 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $131,358 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $676,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,916,162 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,440,009 | CurrentTaxYearAmt |
| Total | $6,175,132 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,648 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $131,358 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $676,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,916,162 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,440,009 | CurrentTaxYearAmt |
| Total | $6,175,132 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $331,827 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $440,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $343,278 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $628,512 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,777,027 | CurrentTaxYearAmt |
| Total | $3,521,498 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,055,812 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,379,592 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,776,425 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,274,401 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,565,199 | CurrentTaxYearAmt |
| Total | $356,051,429 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97280 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98240 | PublicSupportPY509Pct |
| Investment Income CY | 0.01730 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01140 | 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 | $29,297,675 | DepreciationAmt |
| Book Value | $15,068,986 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,149,895 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,126,621 | DepreciationAmt |
| Book Value | $23,274 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,140,897 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,767,834 | DepreciationAmt |
| Book Value | $373,063 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,604,315 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,077,801 | DepreciationAmt |
| Book Value | $1,526,514 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $24,890,987 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN SUBSIDIARIES | $46,950,569 | C |
| INVESTMENT IN ENTERPRISES | $52,252 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $47,002,821 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER ASSETS | $529,400 |
| WORKERS COMPENSATION - ESCROW | $231,987 |
| DUE FROM AFFILIATES | $7,586,986 |
| RIGHT OF USE ASSET | $4,927,698 |
| 457 PLAN ASSETS | $5,850,907 |
| LINE OF CREDIT RECEIVABLE, INTERCOMPANY | $2,200,000 |
| CONSTRUCTION IN PROGRESS | $24,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $21,350,978 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| RESERVE FOR SELF INSURED HEALTH AND WORKERS COMPENSATION | $18,190,560 |
| OTHER LIABILITIES | $500,623 |
| CLIENT FUNDS | $3,595,947 |
| RIGHT OF USE - LONG TERM | $3,253,732 |
| RIGHT OF USE - SHORT TERM | $1,912,865 |
| INTEREST RATE SWAP LIABILITIES | $1,596,537 |
| 457 PLAN LIABILITY | $5,850,907 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $34,901,171 | 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 | $1,048,752 | $0 | $0 | $0 | $263,752 | $0 | $6,934 | $0 | $48,326 | $0 | $1,367,764 | $0 | $0 | $0 |
| DERRICK YACOVELLI | ||||||||||||||
| CFO & TREASURER | $647,981 | $0 | $0 | $0 | $125,000 | $0 | $6,923 | $0 | $38,738 | $0 | $818,642 | $0 | $0 | $0 |
| THEODORE DALLAS | ||||||||||||||
| PRESIDENT & COO | $624,506 | $0 | $0 | $0 | $123,305 | $0 | $6,971 | $0 | $20,344 | $0 | $775,126 | $0 | $0 | $0 |
| JILL WEITZ ESQ | ||||||||||||||
| GENERAL COUNSEL & SECRETARY | $504,105 | $0 | $0 | $0 | $75,173 | $0 | $0 | $0 | $35,698 | $0 | $614,976 | $0 | $0 | $0 |
| LAURA MURRAY | ||||||||||||||
| EXECUTIVE MEDICAL DIRECTOR | $549,393 | $0 | $0 | $0 | $0 | $0 | $6,528 | $0 | $32,073 | $0 | $587,994 | $0 | $0 | $0 |
| ELISE TRETOLA | ||||||||||||||
| SR VP IDD SERVICES THROUGH 11/24 | $512,020 | $0 | $0 | $0 | $67,856 | $0 | $0 | $0 | $6,355 | $0 | $586,231 | $0 | $0 | $0 |
| LEAH PASON | ||||||||||||||
| CHIEF PEOPLE OFFICER | $473,602 | $0 | $0 | $0 | $68,892 | $0 | $7,547 | $0 | $18,494 | $0 | $568,535 | $0 | $0 | $0 |
| TINNESIA SNYDER | ||||||||||||||
| SR VP, ABH | $428,652 | $0 | $0 | $0 | $63,208 | $0 | $6,986 | $0 | $32,239 | $0 | $531,085 | $0 | $0 | $0 |
| TOM MORGAN | ||||||||||||||
| CHIEF INFORMATION OFFICER | $412,394 | $0 | $0 | $0 | $61,302 | $0 | $4,940 | $0 | $33,860 | $0 | $512,496 | $0 | $0 | $0 |
| REBECCA RICHWINE | ||||||||||||||
| SR VP, CFS | $405,147 | $0 | $0 | $0 | $59,481 | $0 | $7,058 | $0 | $14,296 | $0 | $485,982 | $0 | $0 | $0 |
| BRANDON FISHER | ||||||||||||||
| CHIEF STRATEGY OFFICER | $381,249 | $0 | $0 | $0 | $58,143 | $0 | $5,706 | $0 | $30,606 | $0 | $475,704 | $0 | $0 | $0 |
| MOTAZ ALHOMSI | ||||||||||||||
| MEDICAL DIRECTOR | $351,343 | $0 | $0 | $0 | $0 | $0 | $7,169 | $0 | $39,352 | $0 | $397,864 | $0 | $0 | $0 |
| MALCOLM MUSGROVE | ||||||||||||||
| VP, CHILDREN'S SERVICES | $322,519 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $32,384 | $0 | $354,903 | $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 AND EXECUTIVE SAVINGS PLAN IN FY2025: JOSEPH MARTZ - $ 263,752 DERRICK YACOVELLI - $ 125,000 THEODORE DALLAS - $ 123,305 JILL WEITZ, ESQ. - $ 75,173 LEAH PASON - $ 68,892 ELISE TRETOLA - $ 67,856 TINNESIA SNYDER - $ 63,208 TOM MORGAN - $ 61,302 REBECCA RICHWINE - $ 59,481 BRANDON FISHER - $ 58,143 |
| 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 | $173,081 | 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 DIRECTOR SARAH REIMERS JOINED THE BUCKS-MONT COLLABORATIVE FOR THEIR DAY OF ADVOCACY AT PA'S STATE CAPITOL IN HARRISBURG. NON-PROFITS IN MONTGOMERY AND BUCKS COUNTIES MET WITH LEGISLATORS TO ADVOCATE FOR AN INCREASE IN MENTAL HEALTH FUNDING TO COUNTIES, HOW TO ADDRESS THE WORKFORCE CRISIS IN HUMAN SERVICES, EXPLORE WAYS TO SUPPORT HOMELESSNESS PREVENTION, AND TO SUPPORT BILL HB1095 WHICH WOULD LIMIT ACCESS TO EVICTION RECORDS. THE GROUP MET WITH STATE REPRESENTATIVE, STEVEN MALAGARI, WHO SUPPORTS MERAKEY'S VALUES AND SERVICES IN THE NORTH PENN AREA OF MONTGOMERY COUNTY. A MERAKEY CLIENT JOINED SESSIONS AND SHARED HER STORY OF HOW COMMUNITY-BASED SERVICES SUPPORTED HER THROUGH THE BEHAVIORAL HEALTH SYSTEM AND SHE SUCCESSFULLY OBTAINED LOW-INCOME, SUSTAINABLE, HOUSING. IN LATE JUNE 2025, MERAKEY WAS FEATURED AS THE LARGEST NON-PROFIT PROVIDER WITHIN OUR INDUSTRY ACROSS THE NATION BY BEHAVIORAL HEALTH BUSINESS AND CONSULTING FOR HUMAN SERVICES! THE BHB-CFHS 50 IS THE FIRST COMPREHENSIVE NATIONAL RANKING OF THE LARGEST NONPROFIT BEHAVIORAL HEALTH PROVIDERS IN THE U.S. CREATED BY BEHAVIORAL HEALTH BUSINESS (BHB) AND CONSULTING FOR HUMAN SERVICES (CFHS), THE REPORT HIGHLIGHTS MISSION-DRIVEN ORGANIZATIONS THAT OFFER CRITICAL MENTAL HEALTH, SUD (SUBSTANCE USE DISORDER), AUTISM, AND IDD (INTELLECTUAL AND DEVELOPMENTAL DISABILITIES) SERVICES. THE AUTHORS OF THIS REPORT ALSO SHARE A PROVIDER SPOTLIGHT, FEATURING CEO JOE MARTZ, DESCRIBING HOW MERAKEY HAS GROWN, EVOLVED, AND THRIVED OVER THE PAST 55+ YEARS. |
| 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 -309,318. OTHER INCOME/EXPENSE 11,187,391. OTHER CHANGES IN 457 LIABILITY -479,562. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (7 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 | $270,300 | $2,786,898 | 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 | $595,741 | $13,476,315 | MERAKEY USA |
| MERAKEY INSURANCE SERVICES LLC | |||||||||
| 1313 N MARKET ST FL 12 | WILMINGTON | DE | 19801 | 882890885 | INSURANCE CAPTIVE | DE | $184,167 | $133,158 | MERAKEY USA |
| SERIES 1 OF MERAKEY INSURANCE | |||||||||
| 1313 N MARKET ST FL 12 | WILMINGTON | DE | 19801 | 882915425 | INSURANCE CAPTIVE | DE | $310,676 | $10,291,892 | MERAKEY USA |
| LOUTHER PLACE LP | |||||||||
| 33 STATE AVENUE | CARLISLE | PA | 17013 | 251802422 | RENTAL REAL ESTATE | PA | $155,231 | $246,879 | NHS STEVENS HOUSING |
| SERIES 2 OF MERAKEY INSURANCE | |||||||||
| 1313 N MARKET ST FL 12 | WILMINGTON | DE | 19801 | 994002226 | INSURANCE CAPTIVE | DE | $882,104 | $401,528 | MERAKEY USA |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (28 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 | COMMUNITY HEALTH CENTER | PA | 501(C)(3) | LINE 10 | MERAKEY USA | Yes (1) |
| COMMUNITY SOLUTIONS ALLIANCE A NJ NONPROFIT CORPORATION | ||||||||||
| PO BOX 240 | EATONTOWN | NJ | 07724 | 873102477 | ORGANIZATIONAL REPRESENTATIVE PAYEE | NJ | 501(C)(3) | LINE 10 | MERAKEY USA | Yes (1) |
| VITALPATH HEALTH | ||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 331553353 | OUTPATIENT CARE CENTER | LA | 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 (10 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 | $23,964,896 | $46,195,265 | 1.00000 | Yes (1) |
| THE AMICA COMPANY | ||||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 232461337 | INACTIVE | PA | NW ENTERPRISES | C | Yes (1) | |||
| VOITHOS 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 | ||||||||||||
| 1996 EWINGS MILL ROAD | CORAOPOLIS | PA | 15108 | 233084216 | HEALTH CONSULTING | 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) | |||
| CONSULTING FOR HUMAN SERVICES INC | ||||||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 811228061 | CONSULTING SERVICES | PA | NW ENTERPRISES | C | Yes (1) | |||
| WATERS & SIMS EMPLOYMENT SERVICES INC | ||||||||||||
| 106 APPLE STREET SUITE 107 | TINTON FALLS | NJ | 07724 | 223448562 | EMPLOYMENT AGENCY | NJ | MERAKEY NEW JERSEY | S | 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 | $8,481,569 | VARIOUS ALLOCATION METHODS |
| MERAKEY ALLOS | ||
| L | $2,935,681 | VARIOUS ALLOCATION METHODS |
| MERAKEY ALLOS | ||
| L | $222,967 | VARIOUS ALLOCATION METHODS |
| MERAKEY ALLOS | ||
| J | $203,063 | VARIOUS ALLOCATION METHODS |
| MERAKEY ALLEGHENY VALLEY SCHOOL | ||
| L | $17,979,921 | VARIOUS ALLOCATION METHODS |
| MERAKEY ALLEGHENY VALLEY SCHOOL | ||
| L | $5,684,335 | VARIOUS ALLOCATION METHODS |
| MERAKEY ALLEGHENY VALLEY SCHOOL | ||
| L | $3,512,447 | VARIOUS ALLOCATION METHODS |
| MERAKEY ALLEGHENY VALLEY SCHOOL | ||
| J | $82,839 | VARIOUS ALLOCATION METHODS |
| FRESH START FOUNDATION | ||
| L | $843,877 | VARIOUS ALLOCATION METHODS |
| FRESH START FOUNDATION | ||
| L | $87,979 | VARIOUS ALLOCATION METHODS |
| FRESH START FOUNDATION | ||
| L | $118,009 | VARIOUS ALLOCATION METHODS |
| FRESH START FOUNDATION | ||
| J | $65,234 | VARIOUS ALLOCATION METHODS |
| MERAKEY MONTGOMERY COUNTY | ||
| L | $1,381,026 | VARIOUS ALLOCATION METHODS |
| MERAKEY MONTGOMERY COUNTY | ||
| L | $416,779 | VARIOUS ALLOCATION METHODS |
| MERAKEY MONTGOMERY COUNTY | ||
| L | $104,381 | VARIOUS ALLOCATION METHODS |
| MERAKEY PENNSYLVANIA | ||
| L | $20,634,631 | VARIOUS ALLOCATION METHODS |
| MERAKEY PENNSYLVANIA | ||
| L | $13,037,173 | VARIOUS ALLOCATION METHODS |
| MERAKEY PENNSYLVANIA | ||
| L | $1,841,243 | VARIOUS ALLOCATION METHODS |
| MERAKEY PENNSYLVANIA | ||
| J | $465,738 | VARIOUS ALLOCATION METHODS |
| MERAKEY PHILADELPHIA | ||
| L | $12,748,652 | VARIOUS ALLOCATION METHODS |
| MERAKEY PHILADELPHIA | ||
| L | $4,417,991 | VARIOUS ALLOCATION METHODS |
| MERAKEY PHILADELPHIA | ||
| L | $1,556,017 | VARIOUS ALLOCATION METHODS |
| MERAKEY PHILADELPHIA | ||
| J | $318,556 | VARIOUS ALLOCATION METHODS |