MERAKEY BUCKS COUNTY (EIN 231876000) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1971

Legal Domicile

Principal Officer

JOSEPH MARTZ

Phone

6102604600

Tax Period

2024-07-01 to 2025-06-30

MERAKEY BUCKS COUNTY, founded in 1971, is a community nonprofit in the Human Services sector that reported $7.5M in total revenue in fiscal year 2024. Expenses of $7.0M left a modest 6% surplus.

Mission

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

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,911

Program Service Revenue $7,446,410

Investment Income $0

Other Revenue $2,000

TOTAL REVENUE $7,451,321

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,793,561

Fundraising Expenses $0

Program Expenses $6,246,289

Other Expenses $2,199,860

TOTAL EXPENSES $6,993,421

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,451,321	$7,457,715	0.0%
Expenses	$6,993,421	$6,710,206	+0.0%
Net Income	$457,900	$747,509	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$3,341,172

Total Directors

$4,647,383

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH MARTZ	PRESIDENT/CEO	0.50	Officer Director	$0	$55,260	$1,367,764
DERRICK YACOVELLI	TREASURER/SECRETARY/CFO	0.50	Officer Director	$0	$45,661	$818,642
LEAH PASON	VICE PRESIDENT/CPO	0.50	Officer Director	$0	$26,041	$568,535
ROBERT NIX III ESQ	DIRECTOR	0.50	Director	$0	$0	$0
TINNESIA SNYDER	DIRECTOR/SVP,ABH	0.50	Director	$0	$39,225	$531,085
THEODORE DALLAS	DIRECTOR/COO	0.50	Director	$0	$27,315	$775,126
ELISE TRETOLA	VP/SVP, IDD THRU 11/24	0.50	Officer Director	$0	$6,355	$586,231
SHULANDA GRIFFIN	PROGRAM LEAD	37.50	Highest	$104,977	$6,231	$111,208

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$7,451,321	$6,993,421	$1,267,268	$457,900
2024	No data	No data	No data	No data
2023	$7,879,646	$6,820,704	$1,075,867	$1,058,942
2022	$7,736,547	$6,437,849	$1,013,712	$1,298,698
2021	$7,961,729	$6,855,532	$763,604	$1,106,197
2020	$6,872,152	$6,641,270	$1,108,103	$230,882
2019	$7,436,763	$6,807,029	$1,505,482	$629,734
2018	$7,345,555	$6,741,452	$1,538,808	$604,103

MERAKEY BUCKS COUNTY