2026-05-13T10:42:45-05:00 2025-06-30 990 2024-07-01 231876000 MERAKEY BUCKS COUNTY MERA 6102604600 620 E GERMANTOWN PIKE LAFAYETTE HILL PA 19444 DERRICK YACOVELLI CFO 6102604600 2026-05-13 0 2024 2025-03-06 01:10:19Z JOSEPH MARTZ 620 E GERMANTOWN PIKE LAFAYETTE HILL PA 19444 7451321 0 X WWW.MERAKEY.ORG X 1971 PA PROVIDE BEHAVIORAL HEALTH AND INTELLECTUAL DEVELOPMENTAL DISABILITIES SERVICES TO CHILDREN AND ADULTS IN BUCKS COUNTY PA THROUGH COMMUNITY BASED AND RESIDENTIAL PROGRAMS. 6 1 99 0 0 0 4690 2911 7272781 7446410 0 0 180244 2000 7457715 7451321 0 0 0 0 4753270 4793561 0 0 0 1956936 2199860 6710206 6993421 747509 457900 1209226 1267268 2229713 1829855 -1020487 -562587 X PROVIDE BEHAVIORAL HEALTH AND INTELLECTUAL DEVELOPMENTAL DISABILITIES SERVICES TO CHILDREN AND ADULTS IN BUCKS COUNTY PA THROUGH COMMUNITY BASED AND RESIDENTIAL PROGRAMS. 0 0 6246289 0 7446410 MERAKEY BUCKS COUNTY SUPPORTS ELEVEN INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (I/DD). OUR ELEVEN INDIVIDUALS SHARE FOUR HOMES THROUGHOUT BUCKS COUNTY IN CROYDON, FAIRLESS HILLS, LEVITTOWN, AND YARDLEY PA, THEY ARE LIVING THEIR MOST MEANINGFUL LIVES. THE HOMES IN BUCKS COUNTY ARE ALL TRADITIONAL COMMUNITY-BASED HOMES WITH 24-HOUR SUPPORT, ADA COMPLIANT, SPACIOUS, AND WELL TAKEN CARE OF. THE FAMILIES, OUTSIDE AGENCIES, THE INDIVIDUALS SERVED AND THEIR MERAKEY SUPPORT TEAM WORK AS ONE UNIT TO BETTER THE LIVES OF THE INDIVIDUALS. ONE INDIVIDUAL TRANSITIONED FROM OUR WOODHAVEN ICF INSTITUTIONAL TYPE OF SETTING TO HER NEW COMMUNITY-BASED HOME IN CROYDON, PA IN JULY 2024. 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.MERAKEY BUCKS COUNTY ALSO PROVIDES IN HOME AND COMMUNITY SUPPORTS TO TWO INDIVIDUALS. THE SERVICE PROVIDES SUPPORT WITHIN THEIR APARTMENTS AND IN THE COMMUNITY, PROVIDING THEM WITH HOME SUPPORT AND COMMUNITY ENGAGEMENT. MERAKEY PROVIDES COMMUNITY-BASED CASE MANAGEMENT SERVICES TO RESIDENTS OF BUCKS COUNTY. THESE SERVICES WORK WITH INDIVIDUALS IN THE COMMUNITY TO LINK THEM TO RESOURCES, PROVIDE THERAPEUTIC INTERVENTIONS, AND ENSURE INDIVIDUALS BEHAVIORAL HEALTH AND PHYSICAL HEALTH NEEDS ARE MET THROUGH REFERRALS TO COMMUNITY PROVIDERS OR RECEIVING DIRECT INTERVENTIONS FROM MERAKEY. MERAKEY ALSO PROVIDES A RESIDENTIAL PROGRAM FOR ADULTS WITH BEHAVIORAL HEALTH DIAGNOSES. THE COMMUNITY RESIDENTIAL REHABILITATION (CRR) PROVIDES OVERSIGHT 24/7, ENSURES SAFETY, AND TEACHES SKILLS TO 16 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. 6246289 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 99 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 1 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X SIMON WHANG 6102604600 620 E GERMANTOWN PIKE LAFAYETTE HILL PA 19444 JOSEPH MARTZ PRESIDENT/CEO 0.50 49.50 X X 0 1312504 55260 DERRICK YACOVELLI TREASURER/SECRETARY/CFO 0.50 49.50 X X 0 772981 45661 LEAH PASON VICE PRESIDENT/CPO 0.50 49.50 X X 0 542494 26041 ROBERT NIX III ESQ DIRECTOR 0.50 11.00 X 0 0 0 TINNESIA SNYDER DIRECTOR/SVP,ABH 0.50 49.50 X 0 491860 39225 THEODORE DALLAS DIRECTOR/COO 0.50 49.50 X 0 747811 27315 ELISE TRETOLA VP/SVP, IDD THRU 11/24 0.50 49.50 X X 0 579876 6355 SHULANDA GRIFFIN PROGRAM LEAD 37.50 0.00 X 104977 0 6231 104977 4447526 206088 1 0 1 0 0 2911 2911 MEDICAL ASSISTANCE 623210 3484457 3484457 MANAGED CARE 623210 2454920 2454920 GOVERNMENT 623210 1344661 1344661 RENTAL INCOME 531390 144766 144766 3RD PARTY 623210 17606 17606 7446410 MISCELLANEOUS INCOME 900099 2000 2000 2000 7451321 7446410 0 2000 3790214 3790214 25427 25427 665373 665373 312547 312547 26734 26734 16926 16926 114143 114143 42972 42972 340912 340912 112068 112068 18057 18057 1717 1717 78670 78670 116335 116335 CORPORATE ALLOCATION 679199 679199 EXEC DIRECTOR - INTERCO 154983 154983 BAD DEBT EXPENSE 85580 85580 PROF SVC - FACILITY MGM 78279 78279 333285 265352 67933 6993421 6246289 747132 0 148 0 713396 835472 7865 1319 1147455 719478 470440 427977 17377 2500 1209226 1267268 346113 310505 1883600 1519350 2229713 1829855 X -1020487 -562587 -1020487 -562587 1209226 1267268 457900 0 X 0 1 X 1 0 X 7139 2080 2958 4690 2911 19778 7775093 7513922 7614877 7272781 7446410 37623083 7782232 7516002 7617835 7277471 7449321 37642861 0 0 0 37642861 179497 220545 261811 180244 2000 844097 7961729 7736547 7879646 7457715 7451321 38486958 0.97810 0.97780 0.00000 X 651365 252499 398866 185720 160786 24934 310370 306193 4177 427977 DUE TO AFFILIATES 1500636 ALLOWANCE FOR COMPLIANCE RETRACTIONS 14689 OTHER CURRENT LIABILITIES 4019 OTHER LONG-TERM LIABILITIES 6 1519350 X PART X, LINE 2: MERAKEY FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. MERAKEY HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. MERAKEY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. 0 1 0 0 0 0 0 0 0 JOSEPH MARTZ PRESIDENT/CEO 0 1048752 0 0 0 263752 0 6934 0 48326 0 1367764 0 0 DERRICK YACOVELLI TREASURER/SECRETARY/CFO 0 647981 0 0 0 125000 0 6923 0 38738 0 818642 0 0 THEODORE DALLAS DIRECTOR/COO 0 624506 0 0 0 123305 0 6971 0 20344 0 775126 0 0 ELISE TRETOLA VP/SVP, IDD THRU 11/24 0 512020 0 0 0 67856 0 0 0 6355 0 586231 0 0 LEAH PASON VICE PRESIDENT/CPO 0 473602 0 0 0 68892 0 7547 0 18494 0 568535 0 0 TINNESIA SNYDER DIRECTOR/SVP,ABH 0 428652 0 0 0 63208 0 6986 0 32239 0 531085 0 0 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 FY2025: JOSEPH MARTZ - $ 263,752 DERRICK YACOVELLI - $ 125,000 THEODORE DALLAS - $ 123,305 LEAH PASON - $ 68,892 ELISE TRETOLA - $ 67,856 TINNESIA SNYDER - $ 63,208 FORM 990, PART V, LINE 1A MERAKEY USA USES A CASH MANAGEMENT SYSTEM THAT ISSUES ALL FORMS 1099 THROUGH THE PARENT ORGANIZATION FOR ALL SUBSIDIARIES. FORM 990, PART VI, SECTION A, LINE 6 MERAKEY USA IS THE SOLE MEMBER OF THIS ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE CORPORATE MEMBER, MERAKEY USA, HAS THE POWER TO APPOINT BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B MERAKEY USA IS THE PARENT CORPORATION AND SOLE MEMBER OF THE CORPORATION, SHALL HAVE THE POWER TO RECOMMEND AND REVIEW, AS APPROPRIATE, AND APPROVE CERTAIN MATTERS. ARTICLES OF INCORPORATION MAY BE AMENDED BY VOTE OF THE SOLE MEMBER OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS PREPARED BY THE ORGANIZATION'S TAX DEPARTMENT, COMMENTS AND THE 990 WERE REVIEWED BY SENIOR MANAGEMENT. THE FORM 990 WAS THEN SENT TO EACH BOARD MEMBER FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL QUESTIONNAIRE IS SENT TO AND COMPLETED BY EACH DIRECTOR. ANY BOARD MEMBER WITH A CONFLICT OF INTEREST IS REQUIRED TO RECUSE HIMSELF/HERSELF FROM ANY DISCUSSIONS, NEGOTIATIONS, DELIBERATIONS OR DECISION MAKING INVOLVING THE TRANSACTION CAUSING THE CONFLICT. ALL CONFLICTS OF INTEREST INVOLVING DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REVIEWED BY GENERAL COUNSEL. THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE ORGANIZATION'S OFFICE OF QUALITY AND COMPLIANCE AND ANY POTENTIAL CONFLICTS ARE INVESTIGATED IMMEDIATELY. ANY DISCLOSED RELATIONSHIPS ARE COMMUNICATED TO THE CORPORATE CONTROLLER FOR PURPOSE OF THE AUDIT, COMPLETING FORM 990 AND FOR ANY POSSIBLE INTERNAL CONTROL ISSUES THAT MAY TAKE PLACE DUE TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 AN INTEGRAL PART OF THE ORGANIZATION'S EXECUTIVE RETENTION STRATEGY IS MAINTAINING A COMPREHENSIVE, COMPETITIVE COMPENSATION PROGRAM FOR KEY LEADERSHIP PERSONNEL. TO ENSURE THAT ITS PROGRAM AND PRACTICES ARE MEETING THIS OBJECTIVE, THE COMPENSATION COMMITTEE OF THE MERAKEY USA BOARD OF DIRECTORS ENGAGED A CONSULTANT TO REVIEW THE PROGRAM STRUCTURE, CURRENT PAY AND REWARD LEVELS AND RELATED ADMINISTRATIVE PRACTICES. SPECIFICALLY, THE CONSULTANTS WERE ASKED TO IDENTIFY AND REPORT ON CURRENT EXECUTIVE COMPENSATION LEVELS AND PRACTICES AND PROGRAMMING TRENDS AMONG MISSION SIMILAR ORGANIZATIONS OF LIKE SIZE AND OPERATIONAL SCOPE, ASSESS CURRENT MERAKEY USA EXECUTIVE PAY LEVELS AND PRACTICES IN LIGHT OF PREVAILING INDUSTRY NORMS AND, IN LIGHT OF CONTINUING IRS AND SPONSORING AGENCY SCRUTINY OF EXECUTIVE PAY LEVELS AND PRACTICES IN TAX-EXEMPT ORGANIZATIONS TO DETERMINE REASONABLENESS OF EXECUTIVE PAY UNDER IRC SECTION 4958 GUIDELINES. THE COMPENSATION COMMITTEE USED THIS INFORMATION TO APPROVE THE COMPENSATION OF THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER AND DETERMINE THE COMPENSATION OF OTHER KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. 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