MERAKEY ALLEGHENY VALLEY SCHOOL

EIN: 251094911 501(c)(3) Human Services

LAFAYETTE HILL, PA

Total Revenue
$189,784,954
Total Expenses
$185,958,567
Total Assets
$101,752,640
Net Assets
$64,848,624
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Financial Trends

Organization Details

Formation Year
1960
Legal Domicile
PA
Principal Officer
JOSEPH MARTZ
Phone
6102604600
Tax Period
2024-07-01 to 2025-06-30

MERAKEY ALLEGHENY VALLEY SCHOOL, founded in 1960, is a major nonprofit in the Human Services sector that reported $189.8M in total revenue in fiscal year 2024.

Mission

PROVIDE QUALITY PROGRAMS AND FACILITIES TO HELP THE INDIVIDUALS WITH INTELLECTUAL DEVELOPMENTAL DISABILITIES ENTRUSTED TO OUR CARE LIVE WITH PURPOSE, DIGNITY AND TO PROVIDE OPPORTUNITIES TO GROW AND FUNCTION AT THEIR FULL POTENTIAL AND AS INDEPENDENTLY AS POSSIBLE.

Program Service Accomplishments

Program 1
Expenses: $165,566,978 Revenue: $187,884,699

MERAKEY ALLEGHENY VALLEY SCHOOL (MERAKEY AVS) PROVIDES COMPASSIONATE, PERSON CENTERED SERVICES FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (IDD). WE OPERATE WITH A COMMITMENT TO...

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MERAKEY ALLEGHENY VALLEY SCHOOL (MERAKEY AVS) PROVIDES COMPASSIONATE, PERSON CENTERED SERVICES FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (IDD). WE OPERATE WITH A COMMITMENT TO SAFETY, DIGNITY, AND OPPORTUNITY DELIVERING RESIDENTIAL SUPPORTS, THERAPEUTIC SERVICES, COMMUNITY ENGAGEMENT, AND SPECIALIZED PROGRAMMING TO MORE THAN 600 ADULTS ACROSS NINE PENNSYLVANIA COUNTIES.WHO WE SERVEMERAKEY AVS SUPPORTS ADULTS WITH A WIDE RANGE OF NEEDS, INCLUDING INDIVIDUALS WITH SEVERE OR PROFOUND IDD, MULTIPLE PHYSICAL DISABILITIES, AND COMPLEX MEDICAL CONDITIONS. MANY OF THE PEOPLE WE SERVE ALSO REQUIRE SUPPORTS FOR SOCIAL, EMOTIONAL, OR BEHAVIORAL NEEDS. EACH PERSON RECEIVES AN INDIVIDUALIZED, PERSON CENTERED PLAN OF CARE DESIGNED TO MAXIMIZE INDEPENDENCE AND ENHANCE QUALITY OF LIFE.SERVICES INCLUDE:- PHYSICAL, OCCUPATIONAL, AND COMMUNICATION THERAPIES- VOCATIONAL TRAINING AND EMPLOYMENT SUPPORTS- SENSORY AND ENVIRONMENTAL PROGRAMMING, MEMORY CARE, AND COMMUNICATION TECHNOLOGY HOMES- CAMPUS LIVING, APARTMENTS, COMMUNITY LIVING HOMES, AND LIFESHARING ARRANGEMENTSSERVICE AREAS: ALLEGHENY, BEAVER, BUCKS, BUTLER, DAUPHIN, LEBANON, MERCER, MONTGOMERY, AND PHILADELPHIA COUNTIES.OUR MISSION, VISION, AND VALUESOUR 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.CORE VALUES: COMPASSION, DIVERSITY, INTEGRITY, SAFETY, TRUST, QUALITYMERAKEY CONTINUES ITS COMMITMENT TO THE PREVENTION OF ABUSE THROUGH ALL AREAS OF OPERATIONS INCLUDING POLICIES, SCREENING, HIRING, TRAINING, SUPERVISION AND MONITORING, ADMINISTRATIVE POLICIES, AND CONSUMER PARTICIPATION THROUGH OUR PRAESIDIUM ACCREDITATION. PROVIDING THE HIGHEST QUALITY SERVICES AND A ZERO-TOLERANCE ENVIRONMENT FOR ABUSE OF ANY KIND FOR THOSE WITHIN OUR CARE IS THE HIGHEST PRIORITY. FY25 PRIORITIES AND OPERATIONAL FOCUSSTRENGTHENING FRONTLINE LEADERSHIP BY IMPLEMENTING JOB ARCHITECTURE AND CREATING PROGRAM MANAGER ROLES TO PROVIDE SUPERVISORY SUPPORT, IMPROVE TRAINING FOR PROGRAM LEADS, AND STRENGTHEN DAYTODAY OPERATIONS. PROGRAM MANAGERS CARRY DEFINED CASELOADS AND CLEAR DELIVERABLES AND WILL BE SUPPORTED WITH IMMERSIVE, PRACTICAL LEADERSHIP DEVELOPMENT BEYOND STANDARD ONLINE MODULES.STAFFING AND RECRUITMENT: TARGETED HIRING STRATEGIES, BLOCK INTERVIEWS, JOB FAIRS, AND PARTNERSHIPS WITH STAFFING AGENCIES REMAIN CENTRAL TO REDUCING VACANCIES AND STABILIZING CARE. NOTABLY, VERREE ROAD REDUCED ITS DIRECT SUPPORT PROFESSIONAL (DSP) VACANCY RATE FROM 52% TO 25.6% WITHIN THREE MONTHS FOLLOWING FOCUSED RECRUITMENT EFFORTS.CARE COORDINATION AND TELEHEALTH: EXPANDED TELEHEALTH ACCESS AND THE DEVELOPMENT OF A CARE CENTER ENABLE NURSING TRIAGE, REDUCE UNNECESSARY EMERGENCY ROOM VISITS, AND IMPROVE ACCESS TO MEDICAL PROVIDERS ACROSS OUR CAMPUSES.QUALITY AND COMPLIANCE: WE CONTINUE TO MONITOR LICENSURE AND INSPECTION ACTIVITY CLOSELY, SUBMIT CORRECTIVE ACTION PLANS WHEN REQUIRED, AND EMPHASIZE TIMELY INCIDENT REPORTING AND CONTINUOUS QUALITY IMPROVEMENT.COMMUNITY ENGAGEMENT, RECREATION, AND THERAPEUTIC PARTNERSHIPSMERAKEY AVS PRIORITIZES MEANINGFUL COMMUNITY PARTICIPATION AND THERAPEUTIC ENRICHMENT. THROUGH MEMBERSHIPS, PARTNERSHIPS, AND FUNDED PROGRAMS, INDIVIDUALS ACCESS MUSEUMS, ZOOS, CONSERVATORIES, AND CULTURAL VENUES. COMMUNITY OUTINGS AND PROGRAM CENTER ACTIVITIES INCLUDE BUT ARE NOT LIMITED TO:- MUSEUM, ZOO, AND AQUARIUM VISITS; CONCERTS AND CULTURAL EVENTS- SEASONAL OUTINGS: HAYRIDES, APPLE PICKING, HOLIDAY LIGHT DISPLAYS- RECREATIONAL TRIPS: TOPGOLF, BOWLING, LOCAL PARKS, AND FESTIVALS- THERAPEUTIC PARTNERSHIPS: PET THERAPY, HORTICULTURAL THERAPY, AND SENSORY PROGRAMMING- VOLUNTEER AND CORPORATE ENGAGEMENT: FACILITY REFRESH PROJECTS AND HOLIDAY GIFT DRIVESTHESE OPPORTUNITIES SUPPORT SOCIAL CONNECTION, SKILL DEVELOPMENT, AND A SENSE OF BELONGING.DEVELOPMENT EFFORTS SUPPORT CAPITAL PROJECTS, PROGRAM EXPANSION, ACTIVITY FUNDS, AND WORKFORCE INVESTMENTS. PRIORITIES INCLUDE DONOR SEGMENTATION, TARGETED OUTREACH TO FAMILY MEMBERS AND LAPSED DONORS, CORPORATE COLLABORATION WITH THE MERAKEY FOUNDATION, AND PERSONALIZED STEWARDSHIP.NOTABLE FY25 GIFTS AND GRANTS HAVE SUPPORTED CAMPUS PROJECTS, ACTIVITY FUNDS, AND PROGRAM ENHANCEMENTS. THE FRIENDS OF MERAKEY AVS GOLF OPEN REMAINS A SIGNATURE EVENT AND A MAJOR SOURCE OF COMMUNITY SUPPORT.WORKFORCE, RECOGNITION, AND CULTUREEMPLOYEE INVESTMENT: WE CONTINUE TO EXPAND BENEFITS, FLEXIBLE PAYMENT OPTIONS, AND LEARNING PLATFORMS TO SUPPORT RETENTION AND PROFESSIONAL GROWTH. FY25 EMPHASIZES IMMERSIVE LEADERSHIP DEVELOPMENT FOR PROGRAM MANAGERS AND FRONTLINE SUPERVISORS.RECOGNITION PROGRAMS: THE STEVEN'S FUND AND OTHER AWARDS HONOR OUTSTANDING DIRECT SUPPORT PROFESSIONALS. GRANTS AND TARGETED INVESTMENTS RECOGNIZE LONG TENURED STAFF AND FRONTLINE TEAMS.CULTURE INITIATIVES: OFFSITE WORKSHOPS, A PASSION AMBASSADOR PROGRAM, AND EMPLOYEELED ACTIVITIES REINFORCE TRUST, COMPASSION, AND SUSTAINED ENGAGEMENT ACROSS THE WORKFORCE.FACILITIES AND ENVIRONMENTMERAKEY AVS INVESTS IN FACILITY IMPROVEMENTS THAT PROMOTE SAFETY, INDEPENDENCE, AND ACCESS TO ACTIVITIES. RECONFIGURING LIVING SPACES, CREATING OPEN FLOOR PLANS, AND FUNDING RECREATIONAL ENHANCEMENTS (SENSORY GARDENS, TRIPS, AND CAMPUS UPGRADES) ARE CENTRAL TO IMPROVING DAILY LIFE FOR THE PEOPLE WE SUPPORT.SINCE ITS FOUNDING IN 1960 AND ITS AFFILIATION WITH MERAKEY IN 2008, MERAKEY AVS HAS REMAINED DEDICATED TO PROVIDING HIGH QUALITY, COMPASSIONATE CARE BY:- STRENGTHENING FRONTLINE LEADERSHIP AND SUPERVISORY CAPACITY- EXPANDING TELEHEALTH AND CARE COORDINATION TO IMPROVE HEALTH OUTCOMES- GROWING COMMUNITY PARTNERSHIPS AND MEANINGFUL PROGRAMMING- INVESTING IN WORKFORCE DEVELOPMENT AND RECOGNITION- SUSTAINING FUNDRAISING AND DONOR ENGAGEMENT TO SUPPORT PROGRAMS AND FACILITIESMERAKEY AVS IS COMMITTED TO HELPING THE PEOPLE WE SUPPORT LIVE WITH PURPOSE AND DIGNITY, PROVIDING OPPORTUNITIES, CHOICES, AND THE HIGHEST STANDARD OF CARE.

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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 $1,858,933
Program Service Revenue $187,884,699
Investment Income $19,877
Other Revenue $21,445
TOTAL REVENUE $189,784,954

Expense Breakdown

Grants Paid $0
Salaries & Benefits $110,068,513
Fundraising Expenses $275,211
Program Expenses $165,566,978
Other Expenses $75,890,054
TOTAL EXPENSES $185,958,567

Year-over-Year Comparison

2024 2023 Change
Revenue $189,784,954 $178,894,482 +0.1%
Expenses $185,958,567 $181,822,814 +0.0%
Net Income $3,826,387 $-2,928,332 -2.3%
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
5
Independent Members
1
Employees
2640
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
$2,961,532
Total Directors
6
$4,116,298
Key Employees
0
$0
Highest Compensated
5
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 CFO/SECRETARY/TREASURER 0.50
Officer Director
$0 $45,661 $818,642
LEAH PASON DIRECTOR/CPO 0.50
Director
$0 $26,041 $568,535
ROBERT NIX III ESQ DIRECTOR 0.50
Director
$0 $0 $0
THEODORE DALLAS VP/COO 0.50
Officer Director
$0 $27,315 $775,126
ELISE TRETOLA DIRECTOR/SVP, IDD THRU 11/24 0.50
Director
$0 $6,355 $586,231
SUSAN KLINGENSMITH FINANCE DIRECTOR 40.00
Highest
$155,842 $14,369 $170,211
CYNTHIA HAMILTON NURSING COORDINATOR 40.00
Highest
$214,694 $8,464 $223,158
LISA WATTERS NURSE 40.00
Highest
$169,991 $12,428 $182,419
VERONICA ERATH SENIOR REGIONAL EXECUTIVE 40.00
Highest
$150,369 $14,162 $164,531
JASON MYRLA NURSE 40.00
Highest
$157,299 $23,793 $181,092
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 $189,784,954 $185,958,567 $101,752,640 $3,826,387
2024 $178,894,482 $181,822,814 $96,451,738 $-2,928,332
2023 $173,415,278 $171,857,119 $104,778,343 $1,558,159
2022 $164,597,352 $161,955,807 $94,455,792 $2,641,545
2021 $154,626,301 $151,433,248 $93,515,170 $3,193,053
2020 $141,654,401 $138,654,529 $85,353,565 $2,999,872
2019 $140,239,975 $137,617,015 $84,796,500 $2,622,960
2018 $136,528,183 $133,556,747 $95,354,611 $2,971,436
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