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← MERAKEY FOUNDATION

Form 990 for tax year 2022

Filed by MERAKEY FOUNDATION.

Totals

Total revenue
$1,671,587
Total expenses
$1,020,966
Contributions and grants received
$1,090,983
Grants paid
$324,732
Program service revenue
$0
Investment income
$354,842
Other revenue
$225,762
Total assets, end of year
$10,486,772
Total liabilities, end of year
$53,386
Net assets or fund balances, end of year
$10,433,386
Program services expenses (Part IX)
$324,732
Management and general expenses
$25,694
Fundraising expenses
$670,540
Program service expenses (Part III)
$324,732

Program services were 31.8% 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.

  • 1c · Fundraising events

    $234,942

  • 1d · Related organizations

    $607,330

  • 1f · All other contributions, gifts and grants

    $248,711

  • 3 · Investment income

    total $399,710 · excluded $399,710

  • 7b · Less cost or other basis and sales expenses

    securities $44,868

  • 7c · Gain or loss

    securities -$44,868

  • 7d · Net gain or loss

    total -$44,868 · excluded -$44,868

  • 8a · Fundraising events: gross income

    $391,772

  • 8a · Fundraising events: contributions included on line 1c

    $234,942

  • 8b · Fundraising events: direct expenses

    $166,010

  • 8c · Net income from fundraising events

    total $225,762 · excluded $225,762

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $324,732 · program services $324,732

  • 7 · Other salaries and wages

    total $325,239 · fundraising $325,239

  • 8 · Pension plan contributions

    total $3,384 · fundraising $3,384

  • 9 · Other employee benefits

    total $28,681 · fundraising $28,681

  • 10 · Payroll taxes

    total $25,731 · fundraising $25,731

  • 11g · Fees: other

    total $75 · fundraising $75

  • 12 · Advertising and promotion

    total $176,696 · fundraising $176,696

  • 13 · Office expenses

    total $68,594 · fundraising $68,594

  • 14 · Information technology

    total $23,762 · fundraising $23,762

  • 17 · Travel

    total $3,721 · fundraising $3,721

  • 19 · Conferences, conventions and meetings

    total $1,717 · fundraising $1,717

  • 23 · Insurance

    total $557 · fundraising $557

  • 24a · Other expenses: OTHER EXPENSES

    total $38,077 · management and general $25,694 · fundraising $12,383

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $880,010 · end of year $857,606

  • 4 · Accounts receivable

    beginning of year $32,800 · end of year $50,650

  • 9 · Prepaid expenses and deferred charges

    beginning of year $20,563 · end of year $8,320

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

    $22,572

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

    $22,572

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $8,259,335 · end of year $9,558,497

  • 15 · Other assets

    beginning of year $171,513 · end of year $11,699

  • 17 · Accounts payable and accrued expenses

    beginning of year $86,121 · end of year $19,376

  • 19 · Deferred revenue

    beginning of year $30,760 · end of year $9,250

  • 25 · Other liabilities

    beginning of year $0 · end of year $24,760

  • 27 · Net assets without donor restrictions

    beginning of year $8,391,112 · end of year $9,633,765

  • 28 · Net assets with donor restrictions

    beginning of year $856,228 · end of year $799,621

Mission and programs · 2022

Mission

TO CONDUCT FUNDRAISING EVENTS AND SOLICIT DONATIONS TO SUPPORT THE OPERATIONS OF ITS AFFILIATES.

Activities or mission (Part I)

CONDUCT FUNDRAISING EVENTS AND SOLICIT DONATIONS TO SUPPORT THE OPERATIONS OF ITS AFFILIATES.

  • THE MERAKEY FOUNDATION IS A FUNDRAISING ENTITY WITH A MISSION TO ALIGN DONOR GENEROSITY WITH MERAKEY'S COMMITMENT TO WHOLE PERSON CARE THROUGHOUT THE UNITED STATES. SINCE ITS FOUNDING IN 1999, THE MERAKEY FOUNDATION HAS RAISED MILLIONS OF DOLLARS THROUGH GRANTS, FUNDRAISING EVENTS, AND PRIVATE DONATIONS FOR MERAKEY PROGRAMS. HIGHLIGHTS THIS PAST YEAR INCLUDE DISTRIBUTING OVER $250,000 IN IMPACT GRANTS ACROSS ALL MERAKEY SERVICE LINES AND RAISING FUNDS TO SUPPORT THERAPEUTIC PROGRAMS FOR ADULTS WITH MENTAL AND BEHAVIORAL HEALTH CONCERNS, SENSORY RESOURCES FOR AUTISM SCHOOLS, NEW TECHNOLOGY TO STAY CONNECTED WITH OTHERS, AND PROGRAM ENHANCEMENTS FOR STUDENTS IN NEED OF EMOTIONAL INTERVENTION.THE MERAKEY FOUNDATION IS GROUNDED IN MERAKEY'S PURPOSE, VISION AND CORE VALUES: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 THE FOUNDATION'S YEAR INCLUDE:THE FOUNDATION ORGANIZED A HOLIDAY TOY DRIVE TO HELP OFFSET THE EXPENSES OF HOLIDAY GIVING FOR OUR FOSTER CARE FAMILIES. IN 2023, 200 CHILDREN IN MERAKEY'S FOSTER CARE RECEIVED GIFTS FOR THE HOLIDAYS.THROUGH THE MERAKEY FOUNDATION'S ANNUAL COAT DRIVE, MERAKEY HELPED DISTRIBUTE MORE THAN 100 NEW WINTER COATS TO CHILDREN IN PHILADELPHIA IN NOVEMBER. THE COATS, PROVIDED BY PACIFICO MARPLE FORD THROUGH THE AUTO DEALERS CARING FOR KIDS FOUNDATION, WERE DISTRIBUTED TO CHILDREN AND YOUTH WHO RECEIVE SERVICES AT MERAKEY'S CHILDREN'S SERVICES SITE IN PHILADELPHIA. SEVERAL NEWS OUTLETS WERE THERE TO CATCH THE ACTION, INCLUDING CBS NEWS. THE MERAKEY FOUNDATION HELD ITS ANNUAL RECOVERY CARE KIT DRIVE, FOR WHICH ALL DONATIONS GO TOWARD HELPING INDIVIDUALS IN THE COMMUNITY WITHOUT HOMES AND STRUGGLING WITH ADDICTION. RECOVERY CARE KITS ARE ASSEMBLED AND HAND-DELIVERED BY THE DEDICATED STAFF FROM THE RECOVERY MOBILE TEAMS AT MERAKEY PARKSIDE RECOVERY IN PHILADELPHIA.IN MAY 2023, THE MERAKEY FOUNDATION JOINED THE FOSTER CARE TEAM FOR AN APPRECIATION COOKOUT TO CELEBRATE OUR FOSTER FAMILIES. THE AFTERNOON WAS SPONSORED BY HIGHER INFORMATION GROUP AND HELD AT THE PAVILION AT GREYSTONE BREW HOUSE IN DILLSBURG, PA. CAREGIVERS WHO HAVE BECOME FOSTER FAMILIES THROUGH MERAKEY'S FOSTER CARE PROGRAM WERE RECOGNIZED AND CELEBRATED FOR THEIR COMMITMENT TO SUPPORTING CHILDREN, ADOLESCENTS, AND THEIR FAMILIES DURING A TIME OF NEED.THIS YEAR, THE MERAKEY FOUNDATION SUPPORTED PROJECTS WITHIN THE INTELLECTUAL AND DEVELOPMENTAL DISABILITIES DIVISION AND CHILDREN AND FAMILIES PROGRAM DIVISION. THESE GRANTS TRULY MAKE A DIFFERENCE IN THE LIVES OF THE INDIVIDUALS WE SUPPORT AND THEIR ABILITY TO LIVE A FULL AND MEANINGFUL LIFE.IDD IMPACT GRANT RECIPIENTS AND PROJECTS:CARMICHAEL, CA COLLAPSIBLE BATHTUB TO CATER TO A VARIETY OF SENSORY NEEDSCHESTER AND DELAWARE COUNTIES, PA PANTRY ITEMS TO HELP ORGANIZE A COMMUNITY FOOD BANKESCONDIDO, CA LIGHTING FOR AN OUTDOOR BASKETBALL COURT AND ACTIVITY AREAPHILADELPHIA, PA GYM MEMBERSHIPS FOR AGING INDIVIDUALS IN NEED OF PHYSICAL ACTIVITIESPITTSBURGH, PA NEW TECHNOLOGY ITEMS THAT WILL SUPPORT MAKING CONNECTIONS WITH OTHERSPITTSBURGH, PA MULTI-PURPOSE ROOM ACCESSORIES FOR SENSORY, MUSIC, CRAFT, AND EXERCISE PURPOSESPORTAGE, PA MEMBERSHIPS AND PASSES TO LOCAL GYM AND AMUSEMENT PARK FOR RESIDENTS TO ENJOYREDDING, CA GAZEBO FOR AN OUTDOOR AREA TO PROTECT RESIDENTS FROM WEATHERVIRGINIA BEACH, VA WELCOME KIT TO HELP EQUIP NEW FAMILIES FOR SAFETY AND CARE WHEN ENTERING THE LIFE SHARING PROGRAMC&F IMPACT GRANT RECIPIENTS:HARRISBURG, PA PROGRAM ENHANCEMENTS FOR STUDENTS IN NEED OF EMOTIONAL INTERVENTIONCHAMBERSBURG, PA SENSORY SPACE AND PLAYGROUND ENHANCEMENTSLEECHBURG, PA SENSORY SPACE ENHANCEMENTSGREENSBURG, PA LIFE SKILLS PROGRAMMT. PLEASANT, PA THERAPEUTIC GARDENING PROGRAMORANGE COUNTY, NY ENTREPRENEURIAL WORKSHOPS, THERAPEUTIC GARDENING PROGRAM, WELL-BEING, AND SAFETY ESSENTIALSBUTLER AND GREENSBURG, PA SENSORY SPACE ENHANCEMENTSTHE MERAKEY FOUNDATION IMPACT GRANTS FOCUS ON PROJECTS THAT INVEST IN TRANSFORMATIVE IDEAS AND SCALABLE SOLUTIONS THAT SUPPORT MERAKEY'S STRATEGIC INITIATIVES. THE FOUNDATION'S IMPACT GRANTS ARE FUNDED BY GENEROUS DONORS AND THE FUNDRAISING EFFORTS OF THE MERAKEY FOUNDATION. EACH YEAR THE MERAKEY FOUNDATION ALSO FUNDS SCHOLARSHIP BEDS AND TRANSITION SUPPORT FOR ADULTS IN RECOVERY, SENSORY AND THERAPEUTIC EQUIPMENT FOR ADULTS WITH IDD, AND A FOSTER CARE SCHOLARSHIP FUND FOR YOUNG ADULTS TRANSITIONING FROM FOSTER CARE.

    Expenses $324,732 · Grants $324,732

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JOSEPH MARTZ

    PRESIDENT/CEO

    Total calculated
    $1,176,036
    From this org
    $0
    From related orgs
    $1,120,084
    Other
    $55,952
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $893,832 related
    Bonus
    $0
    Other
    $0 + $226,252 related
    Deferred
    $0 + $12,475 related
    Nontaxable benefits
    $0 + $43,477 related
    Filer's total
    $0 + $1,176,036 related

  • MICHAEL MITCHELL

    CHAIRMAN OF THE BOARD

    Total calculated
    $0
    Hours/week
    1

  • M JOSEPH ROCKS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH E BESECKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER DUNTON

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JOHN G FRISCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LIZ GRECO-ROCKS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER HARVEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PHILIP HUGHES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEVIN KELLY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN KROL

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JEROME MAURO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RAY PENNACCHIA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DOROTHY POLLON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MEGHAN NOLAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SHOLA OGUNTUNDE

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • MALIK BROWN

    DIRECTOR THROUGH 11/22

    Total calculated
    $0
    Hours/week
    1

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 OFFICER PARTICIPATED IN A 457(F) NONQUALIFIED RETIREMENT PLAN IN FY2023: JOSEPH MARTZ - $ 226,252

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

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
2022
Filed
1 May 2024
IRS schema version
2022v5.0
Source object
202421349349308832

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