MERAKEY MONTGOMERY COUNTY

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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

1984

Legal Domicile

Principal Officer

JOSEPH MARTZ

Phone

6102604600

Tax Period

2022-07-01 to 2023-06-30

MERAKEY MONTGOMERY COUNTY, founded in 1984, is a mid-sized nonprofit in the Health Care sector that reported $14.4M in total revenue in fiscal year 2022. Expenses of $12.5M left a modest 13% surplus.

Mission

PROVIDE BEHAVIORAL HEALTH AND INTELLECTUAL DEVELOPMENTAL DISABILITIES SERVICES TO THE RESIDENTS OF MONTGOMERY COUNTY, PA.

Program Service Accomplishments

Program 1

Expenses: $11,178,084 Revenue: $14,317,759

MERAKEY MONTGOMERY COUNTY'S RESIDENTIAL PROGRAMS FOR BOTH INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND THOSE WITH BEHAVIORAL HEALTH CHALLENGES FOCUSED ON THE SAFETY AND WELLNESS OF RESIDENTS IN A PANDEMIC FOR FY 2023.ADULT BEHAVIORAL HEALTH PROGRAMS OF MERAKEY MONTGOMERY COUNTY SECURED A GRANT TO ENSURE THAT SERVICE RECIPIENTS COULD CONTINUALLY ACCESS CARE THROUGH TECHONOLGY. THE PROGRAMS IDENTIFIED INDIVIDUALS IN NEED OF SERVICES AND PROVIDED THEM WITH PHONES AND DATA CARDS TO ALLOW THEM TO ENGAGE IN TELEHEALTH SERVICES. THESE PROGRAMS WERE ALSO RECOGNIZED BY THE COMMUNITY BEHAVIORAL HEALTH COLLABORATIVE FOR THEIR SERVICES FOCUSING ON DISCHARGE COLLABORATION AND WHOLE-PERSON CARE WHEN SUPPORTING MEMBERS DISCHARGED FROM THE HOSPITAL.CHILDREN AND FAMILIES IN MONTGOMERY COUNTY CONTINUED TO BE SUPPORTED BY THE FAMILY-BASED MENTAL HEALTH, FOSTER CARE, AND STUDENT ASSISTANCE PROGRAMS. FAMILY-BASED AND FOSTER CARE SERVICES PROVIDED SUPPORTS TO FAMILIES IN DEALING WITH THE ADDITIONAL STRESSES OF IMPROVING FAMILY DYNAMICS WHILE CONSTRAINED BY PANDEMIC LOCKDOWNS. THE STUDENT ASSISTANCE PROGRAM SUCCESSFULLY COLLABORATED WITH THE COUNTY, SCHOOLS DISTRICTS, AND OTHER STAKEHOLDER TO ENSURE THE CONTINUATION OF STUDENT SUPPORT THROUGH MODIFIED AND VIRTUAL SERVICES DESPITE THE VARYING SCHEDULES AND DEMANDS OF THE MULTIPLE DISTRICTS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $894

Program Service Revenue $14,317,759

Investment Income $0

Other Revenue $93,133

TOTAL REVENUE $14,411,786

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,174,407

Fundraising Expenses $0

Program Expenses $11,178,084

Other Expenses $4,310,669

TOTAL EXPENSES $12,485,076

Year-over-Year Comparison

	2022	2021	Change
Revenue	$14,411,786	$14,472,087	0.0%
Expenses	$12,485,076	$11,730,740	+0.1%
Net Income	$1,926,710	$2,741,347	-0.3%

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

244

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

$2,392,364

Total Directors

$2,699,622

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH MARTZ	PRESIDENT/CEO	0.50	Officer Director	$0	$55,952	$1,176,036
DERRICK YACOVELLI	CFO/TREASURER/SECRETARY	0.50	Officer Director	$0	$34,145	$705,871
LEAH PASON	VICE PRESIDENT/CPO	0.50	Officer Director	$0	$21,922	$510,457
ROBERT NIX III ESQ	DIRECTOR	0.50	Director	$0	$0	$0
MALCOLM MUSGROVE	DIRECTOR/VP,ABH	0.50	Director	$0	$29,063	$307,258

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$14,411,786	$12,485,076	$12,426,193	$1,926,710
2022	$14,472,087	$11,730,740	$9,490,902	$2,741,347
2021	$14,598,796	$13,095,636	$6,362,296	$1,503,160
2020	$13,597,159	$14,194,401	$4,544,144	$-597,242
2019	$14,650,174	$14,051,509	$4,909,583	$598,665
2018	$13,896,913	$12,923,614	$4,417,374	$973,299