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Nonprofiteer
← MERAKEY CHESTER COUNTY

Form 990 for tax year 2023

Filed by MERAKEY CHESTER COUNTY.

Totals

Total revenue
$9,598,807
Total expenses
$8,585,235
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$9,584,536
Investment income
$0
Other revenue
$14,271
Total assets, end of year
$4,620,174
Total liabilities, end of year
$823,806
Net assets or fund balances, end of year
$3,796,368
Program services expenses (Part IX)
$7,624,147
Management and general expenses
$961,088
Fundraising expenses
$0
Program service expenses (Part III)
$7,624,147

Program services were 88.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: MEDICARE

    total $7,859,888 · related or exempt $7,859,888

  • 2b · Program service revenue: MANAGED CARE

    total $884,655 · related or exempt $884,655

  • 2c · Program service revenue: GOVERNMENT

    total $527,325 · related or exempt $527,325

  • 2d · Program service revenue: RENTAL INCOME

    total $312,668 · related or exempt $312,668

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $14,271 · excluded $14,271

  • 11e · Other revenue, total

    $14,271

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $4,317,066 · program services $4,317,066

  • 8 · Pension plan contributions

    total $24,207 · program services $24,207

  • 9 · Other employee benefits

    total $652,178 · program services $652,178

  • 10 · Payroll taxes

    total $348,137 · program services $348,137

  • 11b · Fees: legal

    total $742 · program services $742

  • 11c · Fees: accounting

    total $23,686 · program services $23,686

  • 11g · Fees: other

    total $593,125 · program services $593,125

  • 12 · Advertising and promotion

    total $139 · program services $139

  • 13 · Office expenses

    total $117,350 · program services $117,350

  • 14 · Information technology

    total $16,890 · program services $16,890

  • 16 · Occupancy

    total $315,020 · program services $315,020

  • 17 · Travel

    total $139,945 · program services $139,945

  • 19 · Conferences, conventions and meetings

    total $44,751 · program services $44,751

  • 20 · Interest

    total $2,464 · program services $2,464

  • 22 · Depreciation, depletion and amortization

    total $56,168 · program services $56,168

  • 23 · Insurance

    total $146,687 · program services $146,687

  • 24a · Other expenses: CORPORATE ALLOCATION

    total $850,047 · management and general $850,047

  • 24b · Other expenses: EXEC DIR - INTERCO

    total $309,643 · program services $309,643

  • 24c · Other expenses: FACILITY MGMT

    total $111,098 · program services $111,098

  • 24d · Other expenses: ADMIN ALLOCATION

    total $111,041 · management and general $111,041

  • 24e · All other expenses

    total $404,851 · program services $404,851

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,612 · end of year $2,613

  • 4 · Accounts receivable

    beginning of year $871,381 · end of year $1,234,291

  • 9 · Prepaid expenses and deferred charges

    beginning of year $668 · end of year $12,323

  • 10a · Land, buildings and equipment: cost or other basis

    $2,044,285

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,771,930

  • 10c · Land, buildings and equipment, net

    beginning of year $132,063 · end of year $272,355

  • 15 · Other assets

    beginning of year $2,216,626 · end of year $3,098,592

  • 17 · Accounts payable and accrued expenses

    beginning of year $303,670 · end of year $323,667

  • 25 · Other liabilities

    beginning of year $136,884 · end of year $500,139

  • 27 · Net assets without donor restrictions

    beginning of year $2,782,796 · end of year $3,796,368

Mission and programs · 2023

Mission

PROVIDE BEHAVIORAL HEALTH AND INTELLECTUAL DEVELOPMENTAL DISABILTIES SERVICES TO THE RESIDENTS OF CHESTER COUNTY, PA.

Activities or mission (Part I)

PROVIDE BEHAVIORAL HEALTH AND INTELLECTUAL DEVELOPMENTAL DISABILITIES SERVICES.

  • MERAKEY CHESTER COUNTY PROVIDES A BROAD ARRAY OF SERVICES THROUGH ITS INTELLECTUAL AND DEVELOPMENTAL DISABILITIES DIVISION. THE LIFE SHARING AND RESIDENTIAL PROGRAMS SPENT FY 2024 FOCUSED ON ENSURING THE SAFETY AND HEALTH OF THEIR RESIDENTS.THE CHESTER COUNTY PROGRAM SUPPORTS INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES IN VARIOUS DAY AND RESIDENTIAL SETTINGS TO INCLUDE HOME AND COMMUNITY HABILITATION, GROUP HOMES, LIFE SHARING, AND DAY PROGRAMS. HOME AND COMMUNITY HABILITATION SERVICES PROGRAM OF CHESTER COUNTY PROVIDES SUPPORT TO ADULTS WITH INTELLECTUAL DEVELOPMENTAL DISABILITIES (I/DD), WHO RESIDE IN THEIR HOMES, OR WITH THEIR FAMILIES. THE PROGRAM CURRENTLY SUPPORTS 38 FAMILIES. THE FOCUS OF THE PROGRAM IS TO NOT ONLY SUPPORT THE PERSON WITHIN THE FAMILY STRUCTURE, BUT TO ALSO IMPROVE THE FAMILY DYNAMICS. IN SUPPORTING THE FAMILY DYNAMICS SUCCESSFULLY, THE PERSON WILL DEVELOP THEIR SKILLS TOWARDS INDEPENDENCE TO REDUCE THE RISK OF THE PERSON NEEDING TO BE PLACED IN A COMMUNITY LIVING ARRANGEMENT (CLA), A RESIDENTIAL SUPPORT SERVICE.MERAKEY CHESTER COUNTY SUPPORTS 26 ADULTS DIAGNOSED WITH INTELLECTUAL DEVELOPMENTAL DISABILITIES, (I/DD), AND WHO RESIDE IN 11 HOMES WITHIN THE RESIDENTIAL SERVICES PROGRAM. THE SERVICE OFFERS SEVERAL LEVELS OF CARE, AND THE GOAL OF THE PROGRAM IS TO SUPPORT THE PERSON TO BECOME AS INDEPENDENT AS POSSIBLE. CHESTER COUNTY RESIDENTIAL SERVICES EMPHASIZES THE PERSON'S ESTABLISHED GOALS (OUTCOMES), AND, THROUGH AN INDIVIDUALIZED APPROACH OF SERVICES, THE PERSON WILL ACHIEVE THEIR HOPES AND DREAMS.MERAKEY CHESTER COUNTY SUPPORTS 16 FAMILIES AND 17 PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (I/DD) TO SHARE THEIR LIVES TOGETHER. MERAKEY RECOGNIZES THAT FAMILIES ARE THE FOUNDATION TO PROVIDE SUPPORTIVE, PERMANENT RELATIONSHIPS WITH THE BEST OPPORTUNITY FOR A MORE ENRICHED LIFE. THE FAMILY PROVIDES SUPPORT TO THE PERSON TO ACCESS THE COMMUNITY, RECEIVE MEDICAL CARE, AND PROVIDE THE DAY TO DAY SUPPORT TO ASSIST THE PERSON TO MEET HIS OR HER GOALS (OUTCOMES).MERAKEY CHESTER COUNTY SUPPORTS 22 ADULTS IN OUR COMMUNITY PARTICIPATION SUPPORTS PROGRAM. WE SUPPORT 22 INDIVIDUALS WITH A DIAGNOSIS OF I/DD. WE RECENTLY CHANGED OUR FOCUS FROM A TRADITIONAL ADULT DAY FACILITY (INDOOR ACTIVITIES) TO ASSISTING THE PERSON TO BECOME A MEANINGFUL MEMBER OF THEIR COMMUNITY. THIS NEW ENDEAVOR WILL ASSIST THE PERSON TO DEVELOP MEANINGFUL RELATIONSHIPS, WITH NON-PAID MEMBERS OF THEIR COMMUNITY, AND TO PROVIDE SUPPORT TOWARDS EMPLOYMENT OR VOLUNTEER SERVICES.MERAKEY CHESTER COUNTY CONTINUES TO MOVE PEOPLE TO THE LESS RESTRICTIVE LIVING ARRANGEMENT AND HAS OPENED A NEW LIFE SHARING HOME, WITH PLANS TO ADD AN ADDITIONAL LIFE SHARING HOME.

    Expenses $7,624,147 · Revenue $9,584,536

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JOSEPH MARTZ

    PRESIDENT/CEO

    Total calculated
    $1,274,059
    From this org
    $0
    From related orgs
    $1,215,852
    Other
    $58,207
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $962,245 related
    Bonus
    $0
    Other
    $0 + $253,607 related
    Deferred
    $0 + $13,314 related
    Nontaxable benefits
    $0 + $44,893 related
    Filer's total
    $0 + $1,274,059 related

  • DERRICK YACOVELLI

    TREASURER/SECRETARY

    Total calculated
    $781,977
    From this org
    $0
    From related orgs
    $738,281
    Other
    $43,696
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $617,031 related
    Bonus
    $0
    Other
    $0 + $121,250 related
    Deferred
    $0 + $6,715 related
    Nontaxable benefits
    $0 + $36,981 related
    Filer's total
    $0 + $781,977 related

  • LEAH PASON

    DIRECTOR/CPO

    Total calculated
    $543,120
    From this org
    $0
    From related orgs
    $518,654
    Other
    $24,466
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $452,504 related
    Bonus
    $0
    Other
    $0 + $66,150 related
    Deferred
    $0 + $6,905 related
    Nontaxable benefits
    $0 + $17,561 related
    Filer's total
    $0 + $543,120 related

  • ROBERT NIX III ESQ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 11 related

  • REBECCA RICHWINE

    DIRECTOR/SVP. C&FS

    Total calculated
    $449,308
    From this org
    $0
    From related orgs
    $438,198
    Other
    $11,110
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $382,554 related
    Bonus
    $0
    Other
    $0 + $55,644 related
    Deferred
    $0 + $6,820 related
    Nontaxable benefits
    $0 + $4,290 related
    Filer's total
    $0 + $449,308 related

  • THEODORE DALLAS

    DIRECTOR/COO

    Total calculated
    $726,522
    From this org
    $0
    From related orgs
    $700,336
    Other
    $26,186
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $584,646 related
    Bonus
    $0
    Other
    $0 + $115,690 related
    Deferred
    $0 + $6,775 related
    Nontaxable benefits
    $0 + $19,411 related
    Filer's total
    $0 + $726,522 related

  • ELISE TRETOLA

    VICE PRESIDENT/SVP, IDD

    Total calculated
    $473,827
    From this org
    $0
    From related orgs
    $467,053
    Other
    $6,774
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $415,699 related
    Bonus
    $0
    Other
    $0 + $51,354 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $6,774 related
    Filer's total
    $0 + $473,827 related

  • GIFTY GBASSANA

    DIRECT SUPPORT PROFESSIONL

    Total calculated
    $120,265
    From this org
    $119,017
    From related orgs
    $0
    Other
    $1,248
    Hours/week
    37.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THIS ORGANIZATION DOES NOT DIRECTLY PAY ITS OFFICERS AND DIRECTORS. ALL COMPENSATION TO THE OFFICERS AND DIRECTORS REPORTED ON PART VII OF THE FORM 990 WAS PAID BY A RELATED ORGANIZATION, MERAKEY USA. MERAKEY USA UNDERTAKES A THOROUGH PROCESS TO ENSURE THAT THE EXECUTIVE COMPENSATION IT PAYS TO ITS TOP MANAGEMENT OFFICIALS IS REASONABLE GIVEN THE MARKET IN WHICH THE ORGANIZATION OPERATES. MERAKEY USA CHECKS THE FOLLOWING BOXES FOR SCHEDULE J, PART I, QUESTION 3 ON ITS FORM 990: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT FORM 990 OF OTHER ORGANIZATIONS WRITTEN EMPLOYMENT CONTRACT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE
PART I, LINE 4B
THE FOLLOWING OFFICERS AND DIRECTORS 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 REBECCA RICHWINE - $ 55,644 ELISE TRETOLA - $ 51,354

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202531329349305963

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