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Nonprofiteer
← MERAKEY MONTGOMERY COUNTY

Form 990 for tax year 2023

Filed by MERAKEY MONTGOMERY COUNTY.

Totals

Total revenue
$13,707,046
Total expenses
$12,290,127
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$13,605,655
Investment income
$0
Other revenue
$101,391
Total assets, end of year
$12,912,556
Total liabilities, end of year
$2,224,005
Net assets or fund balances, end of year
$10,688,551
Program services expenses (Part IX)
$10,885,943
Management and general expenses
$1,404,184
Fundraising expenses
$0
Program service expenses (Part III)
$10,885,943

Program services were 88.6% 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: MANAGED CARE

    total $7,771,654 · related or exempt $7,771,654

  • 2b · Program service revenue: GOVERNMENT

    total $3,060,018 · related or exempt $3,060,018

  • 2c · Program service revenue: MEDICAL ASSISTANCE

    total $2,042,232 · related or exempt $2,042,232

  • 2d · Program service revenue: EDUCATION REVENUE

    total $295,982 · related or exempt $295,982

  • 2e · Program service revenue: 3RD PARTY

    total $207,719 · related or exempt $207,719

  • 2f · All other program service revenue

    total $228,050 · related or exempt $228,050

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $100,234 · excluded $100,234

  • 11b · Other revenue: MEDICAL RECORDS

    total $1,157 · excluded $1,157

  • 11e · Other revenue, total

    $101,391

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $6,660,904 · program services $6,660,904

  • 8 · Pension plan contributions

    total $36,442 · program services $36,442

  • 9 · Other employee benefits

    total $941,666 · program services $941,666

  • 10 · Payroll taxes

    total $585,584 · program services $585,584

  • 11b · Fees: legal

    total $125,131 · program services $125,131

  • 11c · Fees: accounting

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

  • 11g · Fees: other

    total $290,162 · program services $290,162

  • 12 · Advertising and promotion

    total $2,008 · program services $2,008

  • 13 · Office expenses

    total $155,036 · program services $155,036

  • 14 · Information technology

    total $31,434 · program services $31,434

  • 16 · Occupancy

    total $595,089 · program services $595,089

  • 17 · Travel

    total $141,202 · program services $141,202

  • 19 · Conferences, conventions and meetings

    total $9,443 · program services $9,443

  • 20 · Interest

    total $554 · program services $554

  • 22 · Depreciation, depletion and amortization

    total $128,527 · program services $128,527

  • 23 · Insurance

    total $218,354 · program services $218,354

  • 24a · Other expenses: CORPORATE ALLOCATION

    total $1,239,735 · management and general $1,239,735

  • 24b · Other expenses: EXEC DIRECTOR - INTERCO

    total $379,875 · program services $379,875

  • 24c · Other expenses: ADMIN ALLOCATION

    total $164,449 · management and general $164,449

  • 24d · Other expenses: QCO - INTERCOMPANY

    total $104,068 · program services $104,068

  • 24e · All other expenses

    total $456,778 · program services $456,778

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,702 · end of year $1,700

  • 4 · Accounts receivable

    beginning of year $1,597,219 · end of year $1,464,114

  • 9 · Prepaid expenses and deferred charges

    beginning of year -$6,793 · end of year $27,470

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

    $3,081,321

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

    $2,447,946

  • 10c · Land, buildings and equipment, net

    beginning of year $614,778 · end of year $633,375

  • 15 · Other assets

    beginning of year $10,219,287 · end of year $10,785,897

  • 17 · Accounts payable and accrued expenses

    beginning of year $490,460 · end of year $540,303

  • 19 · Deferred revenue

    beginning of year $280,427 · end of year $353,571

  • 25 · Other liabilities

    beginning of year $2,383,674 · end of year $1,330,131

  • 27 · Net assets without donor restrictions

    beginning of year $9,271,632 · end of year $10,688,551

Mission and programs · 2023

Mission

PROVIDE BEHAVIORAL HEALTH AND INTELLECTUAL DEVELOPMENTAL DISABILITIES SERVICES TO THE RESIDENTS OF MONTGOMERY COUNTY, PA.

Activities or mission (Part I)

PROVIDE BEHAVIORAL HEALTH AND INTELLECTUAL DEVELOPMENTAL DISABILITIES SERVICES IN MONTCO, PA.

  • MERAKEY MONTGOMERY COUNTY OFFERS A BROAD CONTINUUM OF SERVICES FOR INDIVIDUALS WITH BEHAVIORAL HEALTH NEEDS. MERAKEY OPERATES A COMMUNITY BEHAVIORAL HEALTH CENTER (CBHC) AT 2506 N. BROAD ST THAT PROVIDES AN ARRAY OF BEHAVIORAL HEALTH SERVICES. MERAKEY ALSO HAS A CCBHC GRANT TO ENHANCE CARE COORDINATION AND ENSURE EVERY INDIVIDUAL SERVED HAS ACCESS TO WHOLE PERSON CARE. OUTPATIENT SERVICES ARE AVAILABLE WITHIN THE CBHC THROUGH SCHEDULED AND OPEN ACCESS INTAKE APPOINTMENTS WHICH PROVIDE 50-60 INDIVIDUALS PER MONTH WITH AN ASSESSMENT THAT IS THE GATEWAY TO MENTAL HEALTH TREATMENT. MERAKEY PROVIDES EXTENSIVE COMMUNITY-BASED SERVICES SUCH AS CASE MANAGEMENT, WELLNESS RECOVERY TEAMS, CAREER CENTER, AND PEER SUPPORT SERVICES. THESE SERVICES WORK WITH INDIVIDUALS IN THE COMMUNITY TO LINK THEM TO RESOURCES, PROVIDE THERAPEUTIC INTERVENTIONS, AND ENSURE INDIVIDUALS NEEDS BEHAVIORAL HEALTH AND PHYSICAL HEALTH NEEDS ARE MET THROUGH REFERRALS TO COMMUNITY PROVIDERS OR RECEIVING DIRECT INTERVENTIONS FROM MERAKEY. MERAKEY ALSO PROVIDES 2 RESIDENTIAL PROGRAMS FOR ADULTS WITH BEHAVIORAL HEALTH DIAGNOSES. A PERSONAL CARE BOARDING HOME PROVIDES HOUSING AND SUPPORT WITH PHYSICAL HEALTH AND BEHAVIORAL HEALTH CHALLENGES TO 8 INDIVIDUALS WHO ARE UNABLE TO LIVE INDEPENDENTLY AND REQUIRE THE CARE OF 24/7 STAFF. THE COMMUNITY RESIDENTIAL REHABILITATION (CRR) HOME PROVIDES OVERSIGHT, ENSURES SAFETY, AND TEACHES SKILLS TO 10 ADULT INDIVIDUALS WHO STRUGGLE WITH MENTAL HEALTH CHALLENGES. STAFF ASSIST INDIVIDUALS IN LEARNING ABOUT THEIR ILLNESS AND MEDICATIONS, DEVELOPING SOCIAL NETWORKS, MODEL AND TEACH DAILY LIVING SKILLS, AND ASSIST INDIVIDUALS TO ENSURE THEY FOLLOW UP WITH BEHAVIORAL HEALTH AND PHYSICAL HEALTH APPOINTMENTS. THE GOAL OF THE CRR IS TO ASSIST INDIVIDUALS IN BUILDING SKILLS TO GRADUATE TO INDEPENDENT LIVING.A UNIQUE SERVICE MERAKEY PROVIDES IN MONTGOMERY COUNTY IS OUR CO-RESPONDER PROGRAM. THE CO-RESPONDER PROGRAM PARTNERS WITH THE LANSDALE POLICE TO RESPOND TO BEHAVIORAL HEALTH CRISES IN THE COMMUNITY AND ASSISTS INDIVIDUALS IN FINDING RESOURCES TO PREVENT INTERACTIONS WITH THE CRIMINAL JUSTICE SYSTEM. MERAKEY MONTGOMERY COUNTY PROVIDES RESIDENTIAL SERVICES FOR EIGHT INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (I/DD). THE EIGHT INDIVIDUALS' HOMES ARE IN HORSHAM, PLYMOUTH MEETING, AND WILLOW GROVE. MERAKEY CONTINUES TO PROVIDE THE INDIVIDUALS WITH A WIDE RANGE OF COMMUNITY ACTIVITIES. MERAKEY ALSO OFFERS A MONTHLY CONSUMER ADVOCACY GROUP (CAG), WHICH PROVIDES OUR INDIVIDUALS WITH A PLATFORM TO ADVOCATE FOR THEMSELVES WITHOUT STAFF OR MANAGEMENT PRESENCE. THEY HAVE ELECTED A PRESIDENT, A VICE PRESIDENT, AND A SECRETARY TO ADVOCATE ON THEIR BEHALF. THE COMMITTEE MEETS MONTHLY WITH THE DIRECTOR OF PROGRAMS TO DISCUSS ISSUES/CONCERNS THAT MAY BEEN HAVE DISCUSSED DURING THE ADVISORY MEETING.

    Expenses $10,885,943 · Revenue $13,605,655

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

    CFO/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

  • 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

  • Robert Nix III Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 11 related

  • Malcolm Musgrove

    VICE PRESIDENT/VP,ABH

    Total calculated
    $337,698
    From this org
    $0
    From related orgs
    $306,969
    Other
    $30,729
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $306,969 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $30,729 related
    Filer's total
    $0 + $337,698 related

  • Leah Pason

    VP/CPO THROUGH NOVEMBER 2023

    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

  • Margaret Mueller

    EXECUTIVE DIRECTOR

    Total calculated
    $117,282
    From this org
    $105,075
    From related orgs
    $0
    Other
    $12,207
    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

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 HOLDING · 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
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202541329349306444

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