MERAKEY FOUNDATION

EIN: 233005583 501(c)(3) Health Care

LAFAYETTE HILL, PA

Total Revenue
$1,880,300
Total Expenses
$1,052,767
Total Assets
$13,833,157
Net Assets
$13,731,248
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Financial Trends

Organization Details

Formation Year
1999
Legal Domicile
PA
Principal Officer
JOSEPH MARTZ
Phone
6102604600
Tax Period
2024-07-01 to 2025-06-30

MERAKEY FOUNDATION, founded in 1999, is a community nonprofit in the Health Care sector that reported $1.9M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $828K, a strong 44% operating margin.

Mission

TO CONDUCT FUNDRAISING EVENTS AND SOLICIT DONATIONS TO SUPPORT THE OPERATIONS OF ITS AFFILIATES.

Program Service Accomplishments

Program 1
Expenses: $355,093 Revenue: $0

THE MERAKEY FOUNDATION IS A FUNDRAISING ENTITY WITH A MISSION TO ALIGN DONOR GENEROSITY WITH MERAKEY'S COMMITMENT TO WHOLE PERSON CARE THROUGHOUT THE UNITED STATES. SINCE ITS FOUNDING IN 1999, THE...

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THE MERAKEY FOUNDATION IS A FUNDRAISING ENTITY WITH A MISSION TO ALIGN DONOR GENEROSITY WITH MERAKEY'S COMMITMENT TO WHOLE PERSON CARE THROUGHOUT THE UNITED STATES. SINCE ITS FOUNDING IN 1999, THE MERAKEY FOUNDATION HAS RAISED MILLIONS OF DOLLARS THROUGH GRANTS, FUNDRAISING EVENTS, AND PRIVATE DONATIONS FOR MERAKEY PROGRAMS. THE MERAKEY FOUNDATION IS GROUNDED IN MERAKEY'S PURPOSE, VISION AND CORE VALUES: OUR PURPOSE: PUTTING OUR HEART AND SOUL INTO EXCEPTIONAL CARE. OUR VISION: TO BE A NATIONALLY RECOGNIZED PROVIDER OF THE HIGHEST QUALITY HEALTH AND HUMAN SERVICES. OUR CORE VALUES: COMPASSION, DIVERSITY, INTEGRITY, SAFETY, TRUST, AND QUALITYHIGHLIGHTS OF THE FOUNDATION'S YEAR INCLUDE:THE MERAKEY FOUNDATION RAISED $55,750 FOR MERAKEY'S PARKSIDE MOBILE UNIT AT ITS ANNUAL LEADING THE WAY GALA IN OCTOBER 2024. THESE FUNDS ARE RESTRICTED TO THE PARKSIDE MOBILE UNIT TO SUPPORT THEIR WORK AS THEY SUPPORT THOSE STRUGGLING WITH HOMELESSNESS, SUBSTANCE USE DISORDER, AND OTHER BEHAVIORAL HEALTH CHALLENGES WITHIN THE CITY OF PHILADELPHIA.THE FOUNDATION ORGANIZED ITS ANNUAL TOY DRIVE TO HELP OFFSET THE EXPENSES OF HOLIDAY GIVING FOR OUR FOSTER CARE FAMILIES. IN FY25, SOME 200+ CHILDREN IN MERAKEY'S FOSTER CARE RECEIVED GIFTS AND FAMILY EXPERIENCES FOR THE HOLIDAYS. THE FOUNDATION PURCHASED GIFTS AND EXPERIENCES FOR THE FAMILIES IN OUR PROGRAMS WORTH $6,650. ADDITIONALLY, THE FOUNDATION ORGANIZED AMAZON WISH LISTS FOR DONORS TO PURCHASE TOYS AND SHIP THEM DIRECTLY TO PROGRAMS.THE MERAKEY FOUNDATION TEAMED UP WITH PACIFICO AUTO GROUP'S DRIVING AWAY THE COLD PROGRAM FOR ITS ANNUAL COAT GIVEAWAY IN PHILADELPHIA'S KENSINGTON NEIGHBORHOOD. OVER 200 COATS WERE DONATED BY PACIFICO AND, WITH THE SUPPORT OF THE MERAKEY FOUNDATION, WERE GIVEN TO CHILDREN IN MERAKEY'S PROGRAMS. THE MERAKEY FOUNDATION HELD ITS ANNUAL CARE KIT DRIVE, FOR WHICH ALL DONATIONS GO TOWARD HELPING INDIVIDUALS IN THE COMMUNITIES WE SERVE WHO ARE STRUGGLING WITH HOMELESSNESS, MENTAL HEALTH CHALLENGES, AND SUBSTANCE USE DISORDER. CARE KITS WERE ASSEMBLED AND HAND-DELIVERED BY THE DEDICATED STAFF IN MERAKEY'S ADULT BEHAVIORAL HEALTH DIVISION. EACH KIT INCLUDES HYGIENE AND TOILETRY ITEMS, AS WELL AS INFORMATION ON HOW TO GET HELP. IN FY25, $3,937 WORTH OF ITEMS WERE DISTRIBUTED TO THOSE IN NEED.IN MARCH 2025, THE FOUNDATION HOSTED ITS BOWLING TOURNAMENT. A COMPANY FAVORITE, THIS EVENT WAS HELD IN 7 LOCATIONS IN 4 STATES. PARTICIPANTS INCLUDED MERAKEY CONSUMERS, DIRECT SUPPORT PROFESSIONALS, EMPLOYEES, AND FRIENDS OF THE ORGANIZATION. THE MERAKEY FOUNDATION RAISED $18,890 FOR MERAKEY'S FRESH START RECOVERY BEDS AT ITS ANNUAL GOLF CLASSIC IN JUNE 2025. THESE FUNDS ARE RESTRICTED TO FRESH START RECOVERY BEDS, A TRANSITIONAL HOUSING PROGRAM IN THE PHILADELPHIA AREA THAT PROVIDES MEN AND WOMEN IN ADDICTION RECOVERY WITH 6-MONTHS OF SUPPORTIVE HOUSING, THERAPY, AND CASE MANAGEMENT. IN FY25, THE MERAKEY FOUNDATION PROVIDED A TOTAL OF $317,528 IN IMPACT GRANT SUPPORT TO SEVERAL PROJECTS WITHIN ITS 3 DIVISIONS: ADULT BEHAVIORAL HEALTH, INTELLECTUAL & DEVELOPMENT DISABILITIES, AND CHILDREN & FAMILY SERVICES. THE FOUNDATION'S IMPACT GRANTS INVEST IN TRANSFORMATIVE IDEAS AND SCALABLE SOLUTIONS THAT SUPPORT MERAKEY'S STRATEGIC INITIATIVES. ABH IMPACT GRANT RECIPIENTS:- PHILADELPHIA, PA FRESH START RECOVERY BEDS TO OFFER TRANSITIONAL HOUSING FOR THOSE IN RECOVERY- BATON ROUGE, LA TRANSPORTATION SERVICES TO SUPPORT THE SYSTEM OF CARE BUILD IN LOUISIANA- PHILADELPHIA, PA RESTORE THE FLOWER BEDS TO ENHANCE GARDENING THERAPY FOR RESIDENTS AT HARMONY HOUSE- WARMINSTER, PA SOCIAL EVENTS FOR TRANSITION-AGED ADULTSIDD IMPACT GRANT RECIPIENTS:- PORTAGE, PA TICKETS AND PASSES TO LOCAL PARKS, MUSEUMS, AND A GYM TO PROMOTE COMMUNITY ACCESS, AS WELL AS SUPPLIES FOR A SUMMER CARNIVAL- YUBA CITY, CA OUTDOOR GLIDER BENCHES TO ASSIST RESIDENTS IN ACHIEVING THEIR SOCIALIZATION GOALS- SAN JOAQUIN, CA SENSORY ITEMS TO ASSIST WITH MUSIC, PHYSICAL, AND RECREATIONAL THERAPY AND ACTIVITY GOALS- ORWIGSBURG, PA OUTDOOR AWNING TO INCREASE OUTDOOR SOCIALIZATION TIME- SLATINGTON, PA OUTDOOR AWNING TO INCREASE OUTDOOR SOCIALIZATION TIME- DUBOIS, PA MATERIALS TO SUPPORT THE EFFORTS OF THE CONSUMER ADVISORY GROUP- PITTSBURGH, PA MATERIALS FOR A GARDEN, AS WELL AS SEASON PASSES TO VARIOUS LOCAL ATTRACTIONS- PITTSBURGH, PA ART AND SENSORY SUPPLIES FOR GROUP THERAPY- ESCONDIDO, CA SWING SET FOR OUTDOOR RECREATION- RAMONA, CA WELLNESS EQUIPMENT FOR PHYSICAL FITNESS GOALS- SUNBURY, PA SEASON PASSES TO LOCATION ATTRACTIONS FOR COMMUNITY ENGAGEMENTCFS IMPACT GRANT RECIPIENTS:- DEARBORN, MI THERAPEUTIC SENSORY ITEMS AND ITEMS TO MIMIC A BEDROOM FOR LIFE SKILLS TRAINING- SCRANTON, PA HEAT PRESSES TO SET UP A TRANSITION PROGRAM TO SUPPORT A PARTNERSHIP WITH THE OFFICE OF VOCATIONAL REHABILITATION- ENOLA, PA KITCHEN AND HOME ITEMS TO MIMIC AN APARTMENT FOR LIFE SKILLS TRAINING- WILKES-BARRE, PA THERAPEUTIC SUPPLIES FOR INFANTS AND TODDLERS HEALTHY FAMILIES AMERICA PROGRAM- NEWBURGH, NY SOAP SUPPLIES FOR AN ENTREPRENEURIAL WORKSHOP FOR AT-RISK TEENS AND ESSENTIAL ITEMS FOR PREVENTATIVE PROGRAM CLIENTS- FOSTER CARE PROGRAMS THROUGHOUT PA YEARLY RECREATIONAL MEMBERSHIPS FOR FOSTER CARE FAMILIES - CHILDREN & FAMILY SERVICES THROUGHOUT PA HIRING OF A FULL-TIME THERAPIST EXPERIENCED IN TELEHEALTH

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,167,821
Program Service Revenue $0
Investment Income $586,047
Other Revenue $126,432
TOTAL REVENUE $1,880,300

Expense Breakdown

Grants Paid $355,093
Salaries & Benefits $277,984
Fundraising Expenses $668,332
Program Expenses $355,093
Other Expenses $419,690
TOTAL EXPENSES $1,052,767

Year-over-Year Comparison

2024 2023 Change
Revenue $1,880,300 $1,587,560 +0.2%
Expenses $1,052,767 $1,038,503 +0.0%
Net Income $827,533 $549,057 +0.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
13
Independent Members
12
Employees
N/A
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
4
$1,367,764
Total Directors
15
$1,367,764
Key Employees
0
$0
Highest Compensated
0
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
MICHAEL MITCHELL CHAIRMAN OF THE BOARD 1.00
Officer Director
$0 $0 $0
M JOSEPH ROCKS DIRECTOR 1.00
Director
$0 $0 $0
JOSEPH E BESECKER DIRECTOR 1.00
Director
$0 $0 $0
JOHN G FRISCH DIRECTOR 1.00
Director
$0 $0 $0
LIZ GRECO-ROCKS DIRECTOR 1.00
Director
$0 $0 $0
CHRISTOPHER HARVEY DIRECTOR 1.00
Director
$0 $0 $0
PHILIP HUGHES DIRECTOR 1.00
Director
$0 $0 $0
KEVIN KELLY DIRECTOR 1.00
Director
$0 $0 $0
JOHN KROL VICE CHAIR 1.00
Officer Director
$0 $0 $0
DOROTHY POLLON DIRECTOR 1.00
Director
$0 $0 $0
SHOLA OGUNTUNDE TREASURER 1.00
Officer Director
$0 $0 $0
KIRA WAGNER DIRECTOR 1.00
Director
$0 $0 $0
CHRISTOPHER DUNTON DIRECTOR THRU 11/24 1.00
Director
$0 $0 $0
JEROME MAURO DIRECTOR THRU 11/24 1.00
Director
$0 $0 $0
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 $1,880,300 $1,052,767 $13,833,157 $827,533
2024 $1,587,560 $1,038,503 $12,013,096 $549,057
2023 $1,671,587 $1,020,966 $10,486,772 $650,621
2022 $2,368,303 $1,027,838 $9,364,221 $1,340,465
2021 $2,222,728 $1,122,440 $10,087,537 $1,100,288
2020 $1,639,170 $1,155,909 $7,906,875 $483,261
2019 $1,196,860 $1,470,998 $7,841,730 $-274,138
2018 $1,135,930 $1,145,538 $7,421,901 $-9,608
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