MERAKEY USA (EIN 232175924) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

JOSEPH MARTZ

Phone

6102604600

Tax Period

2024-07-01 to 2025-06-30

MERAKEY USA, founded in 1986, is a mid-sized nonprofit in the Health Care sector that reported $88.7M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

PERFORM ADMINISTRATIVE AND SUPPORTING SERVICES FOR ITS EXEMPT AFFILIATED SUBSIDIARIES.

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,642

Program Service Revenue $82,343,521

Investment Income $4,570,405

Other Revenue $1,777,027

TOTAL REVENUE $88,695,595

Expense Breakdown

Grants Paid $0

Salaries & Benefits $58,057,265

Fundraising Expenses $0

Program Expenses $83,723,313

Other Expenses $30,059,569

TOTAL EXPENSES $88,116,834

Year-over-Year Comparison

	2024	2023	Change
Revenue	$88,695,595	$80,381,351	+0.1%
Expenses	$88,116,834	$82,336,694	+0.1%
Net Income	$578,761	$-1,955,343	-1.3%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

910

Volunteers

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

$3,576,508

Total Directors

$1,367,764

Key Employees

$2,142,966

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH MARTZ	PRESIDENT & CEO	40.00	Officer Director	$1,312,504	$55,260	$1,367,764
JOSEPH P BILSON	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD W HAYDEN	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH ROCKS	RETIRED CEO	1.00	Director	$0	$0	$0
MARIA FRIZELLE ROBERTS	DIRECTOR	1.00	Director	$0	$0	$0
PHILIP HUGHES	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS SAPORITO	DIRECTOR THROUGH 11/24	1.00	Director	$0	$0	$0
THOMAS MORRISON	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY S ROST	DIRECTOR	1.00	Director	$0	$0	$0
KELLY C WALL	DIRECTOR	1.00	Director	$0	$0	$0
DAVID VOLPE	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD BROWNSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
TAMI L FRATIS	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN MACCARTHY	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT NC NIX III	CHAIRMAN	1.00	Officer Director	$0	$0	$0
DOROTHY POLLON	DIRECTOR FROM 4/25	1.00	Director	$0	$0	$0
JILL WEITZ ESQ	GENERAL COUNSEL & SECRETARY	40.00	Officer	$579,278	$35,698	$614,976
DERRICK YACOVELLI	CFO & TREASURER	40.00	Officer	$772,981	$45,661	$818,642
THEODORE DALLAS	PRESIDENT & COO	40.00	Officer	$747,811	$27,315	$775,126
ELISE TRETOLA	SR VP IDD SERVICES THROUGH 11/24	40.00	Key Emp	$579,876	$6,355	$586,231
BRANDON FISHER	CHIEF STRATEGY OFFICER	40.00	Key Emp	$439,392	$36,312	$475,704
TOM MORGAN	CHIEF INFORMATION OFFICER	40.00	Key Emp	$473,696	$38,800	$512,496
LEAH PASON	CHIEF PEOPLE OFFICER	40.00	Key Emp	$542,494	$26,041	$568,535
REBECCA RICHWINE	SR VP, CFS	40.00	Highest	$464,628	$21,354	$485,982
TINNESIA SNYDER	SR VP, ABH	40.00	Highest	$491,860	$39,225	$531,085
LAURA MURRAY	EXECUTIVE MEDICAL DIRECTOR	40.00	Highest	$549,393	$38,601	$587,994
MOTAZ ALHOMSI	MEDICAL DIRECTOR	40.00	Highest	$351,343	$46,521	$397,864
MALCOLM MUSGROVE	VP, CHILDREN'S SERVICES	40.00	Highest	$322,519	$32,384	$354,903

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	$88,695,595	$88,116,834	$180,914,282	$578,761
2024	No data	No data	No data	No data
2023	$70,871,331	$76,349,712	$167,903,956	$-5,478,381
2022	$60,742,698	$63,025,392	$177,303,255	$-2,282,694
2021	$59,186,267	$60,179,244	$176,785,853	$-992,977
2020	$57,778,444	$60,761,820	$181,035,859	$-2,983,376
2019	$59,180,072	$60,716,580	$178,059,145	$-1,536,508
2018	$56,298,049	$57,209,234	$172,168,615	$-911,185

MERAKEY USA