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Nonprofiteer
← MERAKEY PHILADELPHIA

Form 990 for tax year 2023

Filed by MERAKEY PHILADELPHIA.

Totals

Total revenue
$26,177,621
Total expenses
$24,600,963
Contributions and grants received
$510
Grants paid
$0
Program service revenue
$25,877,977
Investment income
-$6,446
Other revenue
$305,580
Total assets, end of year
$18,958,647
Total liabilities, end of year
$2,426,532
Net assets or fund balances, end of year
$16,532,115
Program services expenses (Part IX)
$21,630,534
Management and general expenses
$2,970,429
Fundraising expenses
$0
Program service expenses (Part III)
$21,630,534

Program services were 87.9% 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

    $510

  • 2a · Program service revenue: GOVERNMENT

    total $12,929,790 · related or exempt $12,929,790

  • 2b · Program service revenue: MANAGED CARE

    total $7,907,723 · related or exempt $7,907,723

  • 2c · Program service revenue: EDUCATIONAL REVENUE

    total $2,656,051 · related or exempt $2,656,051

  • 2d · Program service revenue: MEDICAL ASSISTANCE

    total $1,017,501 · related or exempt $1,017,501

  • 2e · Program service revenue: RENTAL INCOME

    total $667,949 · related or exempt $667,949

  • 2f · All other program service revenue

    total $698,963 · related or exempt $698,963

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

    other assets $6,446

  • 7c · Gain or loss

    other assets -$6,446

  • 7d · Net gain or loss

    total -$6,446 · excluded -$6,446

  • 11a · Other revenue: MISCELLANEOUS

    total $302,804 · excluded $302,804

  • 11b · Other revenue: MEDICAL RECORDS

    total $2,776 · excluded $2,776

  • 11e · Other revenue, total

    $305,580

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $11,739,955 · program services $11,739,955

  • 8 · Pension plan contributions

    total $73,093 · program services $73,093

  • 9 · Other employee benefits

    total $1,621,934 · program services $1,621,934

  • 10 · Payroll taxes

    total $960,530 · program services $960,530

  • 11b · Fees: legal

    total $15,365 · program services $15,365

  • 11c · Fees: accounting

    total $20,506 · program services $20,506

  • 11g · Fees: other

    total $507,021 · program services $507,021

  • 12 · Advertising and promotion

    total $69,643 · program services $69,643

  • 13 · Office expenses

    total $765,671 · program services $765,671

  • 14 · Information technology

    total $61,787 · program services $61,787

  • 16 · Occupancy

    total $2,476,615 · program services $2,476,615

  • 17 · Travel

    total $546,403 · program services $546,403

  • 19 · Conferences, conventions and meetings

    total $20,481 · program services $20,481

  • 20 · Interest

    total $2,518 · program services $2,518

  • 22 · Depreciation, depletion and amortization

    total $213,787 · program services $213,787

  • 23 · Insurance

    total $588,215 · program services $588,215

  • 24a · Other expenses: CORPORATE ALLOCATION

    total $2,514,458 · management and general $2,514,458

  • 24b · Other expenses: EXEC DIR - INTERCO

    total $537,704 · program services $537,704

  • 24c · Other expenses: FACILITY MGMT

    total $509,097 · program services $509,097

  • 24d · Other expenses: ADMIN ALLOCATION

    total $455,971 · management and general $455,971

  • 24e · All other expenses

    total $900,209 · program services $900,209

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,486 · end of year $8,485

  • 4 · Accounts receivable

    beginning of year $2,925,202 · end of year $4,133,560

  • 9 · Prepaid expenses and deferred charges

    beginning of year $92,429 · end of year $142,152

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

    $11,624,606

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

    $10,791,657

  • 10c · Land, buildings and equipment, net

    beginning of year $898,902 · end of year $832,949

  • 15 · Other assets

    beginning of year $13,284,022 · end of year $13,841,501

  • 17 · Accounts payable and accrued expenses

    beginning of year $903,101 · end of year $951,152

  • 19 · Deferred revenue

    beginning of year $124,754 · end of year $158,317

  • 25 · Other liabilities

    beginning of year $1,225,729 · end of year $1,317,063

  • 27 · Net assets without donor restrictions

    beginning of year $14,955,457 · end of year $16,532,115

Mission and programs · 2023

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.

  • RESIDENTIAL PROGRAMS THE RESIDENTIAL PROGRAMS OF MERAKEY PHILADELPHIA'S ADULT BEHAVIORAL HEALTH DIVISION REMAIN A CORNERSTONE OF THE CONTINUUM OF CARE FOR ADULTS WITH SEVERE AND PERSISTENT MENTAL ILLNESS. COVERING OVER 122 BEDS, THESE SERVICES INCLUDE LONG-TERM STRUCTURED RESIDENCES (LTSR) AND COMMUNITY RESIDENTIAL REHABILITATION (CRR) PROGRAMS. REFERRALS, MANAGED IN PARTNERSHIP WITH THE PHILADELPHIA DEPARTMENT OF BEHAVIORAL HEALTH AND INTELLECTUAL DISABILITY SERVICES (DBHIDS), ENSURE SEAMLESS ACCESS FOR THOSE IN NEED. THE PROGRAMS FOSTER A STABLE, SUPPORTIVE ENVIRONMENT, EMPOWERING RESIDENTS TO ACHIEVE GREATER INDEPENDENCE AND RECOVERY.COMMUNITY INTEGRATED RECOVERY CENTERS (CIRCS) MERAKEY PHILADELPHIA OPERATES TWO COMMUNITY INTEGRATED RECOVERY CENTERS (CIRCS), COLLECTIVELY SERVING OVER 150 MEN AND WOMEN WITH SEVERE AND PERSISTENT MENTAL ILLNESS. THESE PROGRAMS ARE DISTINGUISHED BY THEIR INNOVATIVE USE OF CREATIVE ARTS THERAPIES INCLUDING MUSIC, VISUAL ARTS, AND MANUAL ARTS TO SUPPORT CONSUMERS' RECOVERY JOURNEYS. BY FOSTERING SELF-EXPRESSION AND EMOTIONAL HEALING, THESE THERAPIES ENHANCE PARTICIPANTS' OVERALL WELL-BEING AND ENGAGEMENT IN THEIR RECOVERY PROCESS.OUTPATIENT MENTAL HEALTH CLINICS MERAKEY PHILADELPHIA'S OUTPATIENT MENTAL HEALTH CLINICS PROVIDE CRITICAL SUPPORT TO A DIVERSE POPULATION OF OVER 2,300 ADULTS AND CHILDREN. THESE CLINICS DELIVER TARGETED, EVIDENCE-BASED TREATMENTS DESIGNED TO ACHIEVE MEASURABLE IMPROVEMENTS IN MENTAL HEALTH OUTCOMES. BY EMPHASIZING SHORTER, GOAL-DIRECTED EPISODES OF CARE, THE CLINICS EMPOWER INDIVIDUALS TO ACHIEVE LASTING PROGRESS WHILE OPTIMIZING SERVICE EFFICIENCY.COMMUNITY-BASED PROGRAMS MERAKEY PHILADELPHIA'S COMMUNITY-BASED PROGRAMS UNDERWENT A STRATEGIC CONSOLIDATION IN FY24 TO ENHANCE COLLABORATION AND SERVICE INTEGRATION. BY BRINGING TOGETHER TRADITIONAL CASE MANAGEMENT, MOBILE PSYCHIATRIC REHABILITATION, AND PEER SUPPORT SERVICES, THE PROGRAMS NOW OFFER A MORE COHESIVE AND HOLISTIC APPROACH TO MEETING CONSUMERS' NEEDS. THIS STREAMLINED MODEL FOSTERS STRONGER CONNECTIONS BETWEEN SERVICES, IMPROVING ACCESSIBILITY AND OUTCOMES FOR INDIVIDUALS RECEIVING CARE.INTENSIVE BEHAVIORAL HEALTH SERVICES (IBHS) SCHOOL PROGRAMS MERAKEY PHILADELPHIA'S IBHS SCHOOL PROGRAMS PLAYED A PIVOTAL ROLE IN HELPING STUDENTS REACCLIMATE TO CLASSROOMS FOLLOWING THE CHALLENGES OF THE COVID-19 PANDEMIC. THESE PROGRAMS PROVIDED TARGETED BEHAVIORAL AND EMOTIONAL SUPPORT TO ADDRESS THE UNIQUE STRESSORS STUDENTS FACED DURING THE TRANSITION BACK TO IN-PERSON LEARNING. INITIATIVES INCLUDED SOCIAL-EMOTIONAL LEARNING WORKSHOPS, INDIVIDUALIZED SUPPORT PLANS, AND PROACTIVE COLLABORATION WITH SCHOOL STAFF TO CREATE TRAUMA-SENSITIVE ENVIRONMENTS. THESE EFFORTS FOSTERED RESILIENCE, IMPROVED CLASSROOM ENGAGEMENT, AND SUPPORTED STUDENTS IN REBUILDING SOCIAL CONNECTIONS CRITICAL TO THEIR ACADEMIC AND PERSONAL SUCCESS.

    Expenses $21,630,534 · Revenue $25,877,977

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

    DIRECTOR/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

  • Malcolm Musgrove

    VP/VP,ABH

    Total calculated
    $337,698
    From this org
    $0
    From related orgs
    $306,969
    Other
    $30,729
    Hours/week
    1 + 49 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

  • Sylvia Purnell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • Robert Nix III Esq

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5 + 11 related

  • Betty Boyd

    DIRECTOR/VP,IDD

    Total calculated
    $283,192
    From this org
    $0
    From related orgs
    $264,688
    Other
    $18,504
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $264,688 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $3,390 related
    Nontaxable benefits
    $0 + $15,114 related
    Filer's total
    $0 + $283,192 related

  • Ben Boswell

    PSYCHIATRIST

    Total calculated
    $309,742
    From this org
    $270,086
    From related orgs
    $0
    Other
    $39,656
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $270,086
    Bonus
    $0
    Other
    $0
    Deferred
    $11,229
    Nontaxable benefits
    $28,427
    Filer's total
    $309,742

  • Mini Varghese

    PSYCHIATRIST

    Total calculated
    $259,872
    From this org
    $259,798
    From related orgs
    $0
    Other
    $74
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $259,798
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $74
    Filer's total
    $259,872

  • Clement John

    NURSE

    Total calculated
    $162,248
    From this org
    $141,042
    From related orgs
    $0
    Other
    $21,206
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $141,042
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $21,206
    Filer's total
    $162,248

  • Usha Sagreiya

    PSYCHIATRIST

    Total calculated
    $284,048
    From this org
    $251,197
    From related orgs
    $0
    Other
    $32,851
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $251,197
    Bonus
    $0
    Other
    $0
    Deferred
    $8,030
    Nontaxable benefits
    $24,821
    Filer's total
    $284,048

  • Anna Wood

    CERTIFIED REGISTERED NURSE

    Total calculated
    $203,049
    From this org
    $194,989
    From related orgs
    $0
    Other
    $8,060
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $194,989
    Bonus
    $0
    Other
    $0
    Deferred
    $6,817
    Nontaxable benefits
    $1,243
    Filer's total
    $203,049

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

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 $1,648,069 · share of assets $1,936,946 · controlled entity

    Directly controlled by MERAKEY PHILA

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202521329349306447

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