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Nonprofiteer
← MERAKEY BUCKS COUNTY

Form 990 for tax year 2022

Filed by MERAKEY BUCKS COUNTY.

Totals

Total revenue
$7,879,646
Total expenses
$6,820,704
Contributions and grants received
$2,958
Grants paid
$0
Program service revenue
$7,614,877
Investment income
$0
Other revenue
$261,811
Total assets, end of year
$1,075,867
Total liabilities, end of year
$2,843,863
Net assets or fund balances, end of year
-$1,767,996
Program services expenses (Part IX)
$6,124,409
Management and general expenses
$696,295
Fundraising expenses
$0
Program service expenses (Part III)
$6,124,409

Program services were 89.8% 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.

  • 1d · Related organizations

    $2,958

  • 2a · Program service revenue: MANAGED CARE

    total $3,354,179 · related or exempt $3,354,179

  • 2b · Program service revenue: MEDICAL ASSISTANCE

    total $2,894,504 · related or exempt $2,894,504

  • 2c · Program service revenue: GOVERNMENT

    total $1,230,925 · related or exempt $1,230,925

  • 2d · Program service revenue: RENTAL INCOME

    total $131,849 · related or exempt $131,849

  • 2e · Program service revenue: 3RD PARTY

    total $3,420 · related or exempt $3,420

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $261,811 · excluded $261,811

  • 11e · Other revenue, total

    $261,811

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $3,949,101 · program services $3,949,101

  • 8 · Pension plan contributions

    total $29,928 · program services $29,928

  • 9 · Other employee benefits

    total $560,820 · program services $560,820

  • 10 · Payroll taxes

    total $331,526 · program services $331,526

  • 11c · Fees: accounting

    total $23,954 · program services $23,954

  • 11g · Fees: other

    total $40,073 · program services $40,073

  • 13 · Office expenses

    total $109,430 · program services $109,430

  • 14 · Information technology

    total $11,695 · program services $11,695

  • 16 · Occupancy

    total $291,700 · program services $291,700

  • 17 · Travel

    total $103,354 · program services $103,354

  • 19 · Conferences, conventions and meetings

    total $675 · program services $675

  • 20 · Interest

    total $127 · program services $127

  • 22 · Depreciation, depletion and amortization

    total $25,055 · program services $25,055

  • 23 · Insurance

    total $107,388 · program services $107,388

  • 24a · Other expenses: OTHER EXPENSES

    total $1,235,878 · program services $539,583 · management and general $696,295

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $151 · end of year $150

  • 4 · Accounts receivable

    beginning of year $898,904 · end of year $903,789

  • 9 · Prepaid expenses and deferred charges

    beginning of year $14,380 · end of year $1,226

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

    $770,643

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

    $632,629

  • 10c · Land, buildings and equipment, net

    beginning of year $88,903 · end of year $138,014

  • 15 · Other assets

    beginning of year $11,374 · end of year $32,688

  • 17 · Accounts payable and accrued expenses

    beginning of year $503,716 · end of year $311,452

  • 25 · Other liabilities

    beginning of year $3,336,934 · end of year $2,532,411

  • 27 · Net assets without donor restrictions

    beginning of year -$2,826,938 · end of year -$1,767,996

Mission and programs · 2022

Mission

PROVIDE BEHAVIORAL HEALTH AND INTELLECTUAL DEVELOPMENTAL DISABILITIES SERVICES TO CHILDREN AND ADULTS IN BUCKS COUNTY PA THROUGH COMMUNITY BASED AND RESIDENTIAL PROGRAMS.

  • MERAKEY BUCKS COUNTY PROVIDES RESIDENTIAL, CASE MANAGEMENT, AND FAMILY-BASED SERVICES TO INDIVIDUALS THROUGHOUT BUCKS COUNTY. THE COMMUNITY RESIDENTIAL REHABILITATION HOME EMPHASIZED THE SAFETY AND WELLNESS OF ITS RESIDENTS BY ADOPTING SAFETY PROTOCOLS AND USING TECHNOLOGY TO ENSURE THAT SERVICES CONTINUED THROUGHOUT THE PANDEMIC. THIS SUPPORT AND DEDICATION WAS REPLICATED IN THE HOMES SERVING INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, USING TECHNOLOGY TO ENHANCE THE INDEPENDENCE OF INDIVIDUALS LIVING THERE. SERVICES IN BUCKS COUNTY ALSO FOCUS ON STRENGTHENING FAMILIES THROUGH THE PROVISION OF FAMILY-BASED MENTAL HEALTH SERVICES, INTENSIVE BEHAVIORAL HEALTH SERVICES, AND AND EARLY INTERVENTION PROGRAM. THESE PROGRAMS HAVE RECEIVED RECOGNITION FOR THE SATISFACTION AND OUTCOMES OF THE INDIVIDUALS THAT THEY SERVE.MERAKEY BUCKS COUNTY ALSO SERVES OVER 200 INDIVIDUALS IN IT BLENDED CASE MANAGEMENT PROGRAM, WHICH PROVIDES SERVICE COORDINATION FOR PSYCHIATRIC, MEDICAL, SOCIAL, AND EDUCATIONAL SERVICES. THIS PROGRAM PARTNERED WITH COMMUNITY ORGANIZATIONS TO SECURE GRANTS TO REDUCE FOOD INSECURITY OF INDIVIDUALS IMPACTED BY THE PANDEMIC AND ECONOMIC STRESSES.

    Expenses $6,124,409 · Revenue $7,614,877

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

  • Derrick Yacovelli

    TREASURER/SECRETARY

    Total calculated
    $705,871
    From this org
    $0
    From related orgs
    $671,726
    Other
    $34,145
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $569,726 related
    Bonus
    $0
    Other
    $0 + $102,000 related
    Deferred
    $0 + $6,369 related
    Nontaxable benefits
    $0 + $27,776 related
    Filer's total
    $0 + $705,871 related

  • Leah Pason

    VICE PRESIDENT/CPO

    Total calculated
    $510,457
    From this org
    $0
    From related orgs
    $488,535
    Other
    $21,922
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $439,060 related
    Bonus
    $0
    Other
    $0 + $49,475 related
    Deferred
    $0 + $5,231 related
    Nontaxable benefits
    $0 + $16,691 related
    Filer's total
    $0 + $510,457 related

  • Robert Nix III Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 11 related

  • Tinnesia Snyder

    DIRECTOR/SVP,ABH

    Total calculated
    $451,968
    From this org
    $0
    From related orgs
    $414,321
    Other
    $37,647
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $361,553 related
    Bonus
    $0
    Other
    $0 + $52,768 related
    Deferred
    $0 + $8,835 related
    Nontaxable benefits
    $0 + $28,812 related
    Filer's total
    $0 + $451,968 related

  • Terrence McNelis

    DIRECTOR THROUGH 12/22

    Total calculated
    $583,909
    From this org
    $0
    From related orgs
    $575,147
    Other
    $8,762
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $524,467 related
    Bonus
    $0
    Other
    $0 + $50,680 related
    Deferred
    $0 + $5,203 related
    Nontaxable benefits
    $0 + $3,559 related
    Filer's total
    $0 + $583,909 related

  • Elise Tretola

    DIRECTOR/SVP,IDD FROM 12/22

    Total calculated
    $98,486
    From this org
    $0
    From related orgs
    $98,161
    Other
    $325
    Hours/week
    0.5 + 49.5 related

  • Shulanda Griffin

    DIRECT SUPPORT PROFESSIONAL

    Total calculated
    $120,240
    From this org
    $114,109
    From related orgs
    $0
    Other
    $6,131
    Hours/week
    37.5

  • Dorothy Currie

    DIRECT SUPPORT PROFESSIONAL

    Total calculated
    $116,375
    From this org
    $106,561
    From related orgs
    $0
    Other
    $9,814
    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 FY2023: JOSEPH MARTZ - $ 226,252 DERRICK YACOVELLI - $ 102,000 TERRENCE MCNELIS - $ 50,680 LEAH PASON - $ 49,475 TINNESIA SNYDER - $52,768

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.

  • SENTRY MANAGEMENT SERVICES

    REAL ESTATE HOLDINGS · PA

Related corporations and trusts

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

  • NORTHWESTERN ENTERPRISES INC

    C · HOLDING COMPANY · PA

  • THE AMICA COMPANY

    C · INACTIVE · PA

  • NORTHWESTERN MANAGEMENT SERVICES COMPANY

    C · HOLDING COMPANY · PA

  • LIFE TREE PHARMACY SERVICES INC

    C · PHARMACY · PA

  • HOUSE NEXT DOOR INC

    C · INACTIVE · PA

  • NORTHWESTERN INTRASYSTEMS INC

    C · MANAGEMENT COMPANY · PA

  • LUMICARE INC

    C · HEALTH CONSULTING · PA

  • FRESH START NOW INC

    C · RECOVERY HOUSING · PA

Provenance

Return type
form_990
Tax year
2022
Filed
3 May 2024
IRS schema version
2022v5.0
Source object
202431349349309758

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