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Nonprofiteer
← MERAKEY PHILADELPHIA

Form 990 for tax year 2022

Filed by MERAKEY PHILADELPHIA.

Totals

Total revenue
$31,332,076
Total expenses
$26,192,909
Contributions and grants received
$9,250
Grants paid
$0
Program service revenue
$30,824,747
Investment income
$246,132
Other revenue
$251,947
Total assets, end of year
$17,209,041
Total liabilities, end of year
$2,253,584
Net assets or fund balances, end of year
$14,955,457
Program services expenses (Part IX)
$23,327,883
Management and general expenses
$2,865,026
Fundraising expenses
$0
Program service expenses (Part III)
$23,327,883

Program services were 89.1% 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

    $9,250

  • 2a · Program service revenue: GOVERNMENT

    total $12,534,909 · related or exempt $12,534,909

  • 2b · Program service revenue: MANAGED CARE

    total $11,814,606 · related or exempt $11,814,606

  • 2c · Program service revenue: EDUCATIONAL REVENUE

    total $4,156,471 · related or exempt $4,156,471

  • 2d · Program service revenue: MEDICAL ASSISTANCE

    total $934,608 · related or exempt $934,608

  • 2e · Program service revenue: RENTAL INCOME

    total $655,936 · related or exempt $655,936

  • 2f · All other program service revenue

    total $728,217 · related or exempt $728,217

  • 7a · Gross sales of assets other than inventory

    other assets $246,132

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

    other assets $0

  • 7c · Gain or loss

    other assets $246,132

  • 7d · Net gain or loss

    total $246,132 · excluded $246,132

  • 11a · Other revenue: MISCELLANEOUS

    total $251,273 · excluded $251,273

  • 11b · Other revenue: MEDICAL RECORDS

    total $674 · excluded $674

  • 11e · Other revenue, total

    $251,947

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $12,696,810 · program services $12,696,810

  • 8 · Pension plan contributions

    total $83,131 · program services $83,131

  • 9 · Other employee benefits

    total $1,834,019 · program services $1,834,019

  • 10 · Payroll taxes

    total $1,035,032 · program services $1,035,032

  • 11b · Fees: legal

    total $39,993 · program services $39,993

  • 11c · Fees: accounting

    total $20,087 · program services $20,087

  • 11g · Fees: other

    total $777,107 · program services $777,107

  • 12 · Advertising and promotion

    total $23,601 · program services $23,601

  • 13 · Office expenses

    total $620,181 · program services $620,181

  • 14 · Information technology

    total $32,133 · program services $32,133

  • 16 · Occupancy

    total $2,368,312 · program services $2,368,312

  • 17 · Travel

    total $466,868 · program services $466,868

  • 19 · Conferences, conventions and meetings

    total $10,201 · program services $10,201

  • 20 · Interest

    total $1,311 · program services $1,311

  • 22 · Depreciation, depletion and amortization

    total $240,596 · program services $240,596

  • 23 · Insurance

    total $565,813 · program services $565,813

  • 24a · Other expenses: OTHER EXPENSES

    total $5,377,714 · program services $2,512,688 · management and general $2,865,026

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,487 · end of year $8,486

  • 4 · Accounts receivable

    beginning of year $4,931,073 · end of year $2,925,202

  • 9 · Prepaid expenses and deferred charges

    beginning of year $52,703 · end of year $92,429

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

    $11,767,888

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

    $10,868,986

  • 10c · Land, buildings and equipment, net

    beginning of year $1,059,495 · end of year $898,902

  • 15 · Other assets

    beginning of year $9,097,149 · end of year $13,284,022

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,008,743 · end of year $903,101

  • 19 · Deferred revenue

    beginning of year $66,053 · end of year $124,754

  • 25 · Other liabilities

    beginning of year $4,257,821 · end of year $1,225,729

  • 27 · Net assets without donor restrictions

    beginning of year $9,816,290 · end of year $14,955,457

Mission and programs · 2022

Mission

PROVIDE COMPREHENSIVE BEHAVIORAL HEALTH, INTELLECTUAL DEVELOPMENTAL DISABILITIES AND AUTISM SERVICES TO RESIDENTS OF PHILADELPHIA.

Activities or mission (Part I)

PROVIDE COMPREHENSIVE BEHAVIORAL HEALTH AND INTELLECTUAL DEVELOPMENTAL DISABILITIES SERVICES.

  • THE RESIDENTIAL PROGRAMS OF MERAKEY PHILADELPHIA'S ADULT BEHAVIORAL HEALTH DIVISION PROVIDE AN ESSENTIAL PART OF THE CONTINUUM OF CARE FOR ADULTS WITH SEVERE AND PERSISTENT MENTAL ILLNESS. THE SERVICES COVERING OVER 150 BEDS INCLUDE LONG TERM STRUCTURED RESIDENCES (LTSR) AND COMMUNITY RESIDENTIAL REHABILITATION (CRR) PROGRAMS. REFERRALS ARE MANAGED BY THE PHILADELPHIA OFFICE OF BEHAVIORAL HEALTH. MERAKEY PHILADELPHIA OPERATES TWO COMMUNITY INTEGRATED RECOVERY CENTERS (CIRCS). TOGETHER THE PROGRAMS SERVE OVER 200 MEN AND WOMEN WITH SEVERE AND PERSISTENT MENTAL ILLNESS. THE PROGRAMS ARE NOTED FOR UTILIZING CREATIVE ARTS THERAPIES IN ORDER TO FACILITATE THE CONSUMERS' RECOVERY. MUSIC, VISUAL AND MANUAL ARTS ARE OFFERED TO CONSUMERS. MERAKEY PHILADELPHIA OPERATES OUTPATIENT MENTAL HEALTH CLINICS THAT SERVE ADULTS AND CHILDREN. TOGETHER THE CLINICS HAVE A CASE LOAD OF NEARLY 4,000 INDIVIDUALS. THESE CLINICS HAVE BEGUN ORGANIZAING THEMSELVES TO PROVIDE DIRECTED, EVIDENCE-BASED TREATMENT TO ALLOW FOR THE ACHIEVEMENT OF IMPROVED OUTCOMES THROUGH SHORTER EPISODES.MERAKEY PHILADELPHIA'S COMMUNITY-BASED PROGRAMS CONSOLIDATED ACTIVITIES TO ALLOW FOR GREATER COLLABORATION BETWEEN TRADITIONAL CASE MANAGEMENT, MOBILE PSYCHIATRIC REHABILITATION, AND PEER SUPPORT SERVICES. THE PROGRAMS ADAPTED TO THE HYBRID PROVISION OF SERVICES TO ENSURE THAT INDIVIDUALS CONTINUED TO RECEIVE NEEDED SERVICES REMOTE MODALITIES AND FACE-TO-FACE ENCOUNTERS MET THE INDIVIDUALS AT THE TIME AND PLACE BEST SUITED TO THEIR NEEDS.SCHOOLS OPERATED BY MERAKEY PHILADELPHIA SAW RELATIONSHIPS WITH STAKEHOLDERS STRENGTHENED BY THE TRIALS OF EDUCATING AND SUPPORTING YOUTH THROUGH THE PANDEMIC. SCHOOLS WERE ABLE TO CONSOLIDATE SPACE AND DEVELOP VIRTUAL EDUCATION PLANS TO MEET THE CONTINUING NEEDS OF STUDENTS.

    Expenses $23,327,883 · Revenue $30,824,747

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

    DIRECTOR/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

    CFO/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

  • Malcolm Musgrove

    VP/VP,ABH

    Total calculated
    $307,258
    From this org
    $0
    From related orgs
    $278,195
    Other
    $29,063
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $278,195 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $29,063 related
    Filer's total
    $0 + $307,258 related

  • Sylvia Purnell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • Robert Nix III

    PRESIDENT/DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 11 related

  • Betty Boyd

    DIRECTOR/VP,IDD

    Total calculated
    $257,815
    From this org
    $0
    From related orgs
    $242,188
    Other
    $15,627
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $242,188 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $1,300 related
    Nontaxable benefits
    $0 + $14,327 related
    Filer's total
    $0 + $257,815 related

  • Ben Boswell

    PSYCHIATRIST

    Total calculated
    $313,766
    From this org
    $277,061
    From related orgs
    $0
    Other
    $36,705
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $277,061
    Bonus
    $0
    Other
    $0
    Deferred
    $10,273
    Nontaxable benefits
    $26,432
    Filer's total
    $313,766

  • Mini Varghese

    PSYCHIATRIST

    Total calculated
    $247,786
    From this org
    $247,044
    From related orgs
    $0
    Other
    $742
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $247,044
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $742
    Filer's total
    $247,786

  • Clement John

    NURSE

    Total calculated
    $149,665
    From this org
    $148,833
    From related orgs
    $0
    Other
    $832
    Hours/week
    37.5

  • Usha Sagreiya

    PSYCHIATRIST

    Total calculated
    $242,395
    From this org
    $211,648
    From related orgs
    $0
    Other
    $30,747
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $211,648
    Bonus
    $0
    Other
    $0
    Deferred
    $7,292
    Nontaxable benefits
    $23,455
    Filer's total
    $242,395

  • Anna Wood

    CERTIFIED REGISTERED NURSE

    Total calculated
    $191,198
    From this org
    $187,735
    From related orgs
    $0
    Other
    $3,463
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $187,735
    Bonus
    $0
    Other
    $0
    Deferred
    $3,463
    Nontaxable benefits
    $0
    Filer's total
    $191,198

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

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 COMPANY · 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 · 100% owned · share of income $1,571,645 · share of assets $1,602,760 · controlled entity

    Directly controlled by MERAKEY PHILA

Provenance

Return type
form_990
Tax year
2022
Filed
6 May 2024
IRS schema version
2022v5.0
Source object
202441349349309859

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