MERAKEY ALLOS (EIN 760701257) - 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

2002

Legal Domicile

Principal Officer

JOSEPH MARTZ

Phone

6102604600

Tax Period

2023-07-01 to 2024-06-30

MERAKEY ALLOS, founded in 2002, is a mid-sized nonprofit in the Mental Health sector that reported $63.2M in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum.

Mission

MERAKEY ALLOS PROVIDES BEHAVIORAL HEALTH, INTELLECTUAL AND DEVELOPMENTAL DISABILITY AND EDUCATION/AUTISM SERVICES IN CALIFORNIA, DELAWARE, TEXAS AND VIRGINIA. IN ADDITION, MERAKEY ALLOS HAS A MANAGED LONG TERM CARE AND SUPPORT SERVICES PROGRAM IN TENNESSEE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,989

Program Service Revenue $62,935,589

Investment Income $0

Other Revenue $240,903

TOTAL REVENUE $63,179,481

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,092,142

Fundraising Expenses $0

Program Expenses $59,428,577

Other Expenses $22,210,637

TOTAL EXPENSES $66,302,779

Year-over-Year Comparison

	2023	2022	Change
Revenue	$63,179,481	$50,935,510	+0.2%
Expenses	$66,302,779	$52,885,140	+0.3%
Net Income	$-3,123,298	$-1,949,630	+0.6%

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

1114

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

$3,048,464

Total Directors

$4,747,434

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH MARTZ	PRESIDENT/CEO	0.50	Officer Director	$0	$58,207	$1,274,059
DERRICK YACOVELLI	TREASURER/SECRETARY/CFO	0.50	Officer Director	$0	$43,696	$781,977
THEODORE DALLAS	DIRECTOR/COO	0.50	Director	$0	$26,186	$726,522
ROBERT NIX III ESQ	DIRECTOR	0.50	Director	$0	$0	$0
REBECCA RICHWINE	VP/SVP, CFS	0.50	Officer Director	$0	$11,110	$449,308
TINNESIA SNYDER	DIRECTOR/SVP,ABH	0.50	Director	$0	$37,287	$498,621
ELISE TRETOLA	DIRECTOR/SVP, IDD	0.50	Director	$0	$6,774	$473,827
LEAH PASON	VICE PRESIDENT/CPO THRU NOV. 2023	0.50	Officer Director	$0	$24,466	$543,120
MARILOU MALVAR	DIRECT SUPPORT PROFESSIONA	37.50	Highest	$139,731	$13,173	$152,904
ALISA DEAN	SENIOR EXEC DIRECTOR	37.50	Highest	$152,589	$18,584	$171,173
ALEXA GARCIA	LEAD DSP	37.50	Highest	$139,126	$9,835	$148,961
APRIL RADOVICH	NURSE MANAGER	37.50	Highest	$128,898	$10,223	$139,121
MICHELLE COZAD	EXECUTIVE DIRECTOR	37.50	Highest	$129,083	$3,262	$132,345

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	$63,179,481	$66,302,779	$26,235,739	$-3,123,298
2023	$50,935,510	$52,885,140	$14,876,003	$-1,949,630
2022	$39,414,600	$41,277,252	$8,799,012	$-1,862,652
2021	$27,421,844	$27,279,431	$3,421,196	$142,413
2020	$21,528,055	$23,446,554	$4,411,907	$-1,918,499
2019	$15,354,911	$16,514,382	$3,641,177	$-1,159,471
2018	$12,595,503	$12,546,164	$2,201,863	$49,339

MERAKEY ALLOS