MERAKEY ALLOS

EIN: 760701257 501(c)(3) Mental Health

LAFAYETTE HILL, PA

Total Revenue
$63,179,481
Total Expenses
$66,302,779
Total Assets
$26,235,739
Net Assets
$-11,556,254
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2002
Legal Domicile
PA
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.

Program Service Accomplishments

Program 1
Expenses: $59,428,577 Revenue: $62,935,589

MERAKEY ALLOS SERVES INDIVIDUALS THROUGH A BROAD ARRAY OF SERVICES FROM MERAKEY'S DIVISIONS IN GEOGRAPHIES ACROSS THE UNITED STATES. MERAKEY ALLOS IS GUIDED BY MERAKEY'S PURPOSE, VISION, AND CORE...

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MERAKEY ALLOS SERVES INDIVIDUALS THROUGH A BROAD ARRAY OF SERVICES FROM MERAKEY'S DIVISIONS IN GEOGRAPHIES ACROSS THE UNITED STATES. MERAKEY ALLOS IS GUIDED BY 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 QUALITYDURING FY2024, THE INTELLECTUAL AND DEVELOPMENTAL DISABILITIES DIVISION OF MERAKEY ALLOS SAW GROWTH IN ITS CALIFORNIA OPERATIONS WITH PEAR ORCHARD CPP IN ORANGEVALE GETTING RE-LICENSED TO SERVE FOUR INDIVIDUALS INSTEAD OF THREE. WITH AN INCREASED CAPACITY THE HOME HAS MORE FLEXIBILITY WITH FUNDING. RAMONA VIEW, AN ALL-FEMALE, 4-BED ENHANCED BEHAVIOR SUPPORT HOME (EBSH) HAS OPENED AND HAS SUCCESSFULLY TRANSITIONED TWO INDIVIDUALS INTO THE HOME. DELAWARE'S DIRECT SERVICE PROVIDERS (DSPS) HOURLY RATES WERE RAISED AFTER RECEIVING RATE INCREASES FROM THE STATE. MERAKEY WAS SELECTED TO BE A QUALIFIED PROVIDER OF COMMUNITY PARTICIPATING SERVICES WHICH WILL GIVE US MORE OPPORTUNITY TO SERVE INDIVIDUALS IN THE STATE OF DELAWARE AND WILL ALSO DIVERSIFY THE SERVICES WE OFFER. DELAWARE HAS ALSO STARTED A QUARTERLY REFRESHER/TRAINING IN HOPES TO KEEP MANAGERS TRAINED AND TO FEEL EMPOWERED.VIRGINIA'S DAY SERVICES IN RICHMOND'S INDIVIDUALS ENJOYED A HALLOWEEN PARTY AND A CHRISTMAS PARTY. THE INDIVIDUALS WENT OUT TO THE VIRGINIA MUSEUM OF FINE ARTS AND ENJOYED SEEING THE DIFFERENT WORKS OF ART. KILMARNOCK DAY SUPPORT INDIVIDUALS WENT ON SEVERAL TRIPS INTO THE COMMUNITY DURING FY24, INCLUDING GOING TO HOLIDAY SHOWS AND A FANCY DINNER AT A LOCAL STEAK RESTAURANT. RICHMOND HOMES CELEBRATED THE HOLIDAYS WITH A PARTY AND DANCED TO THE HITS. THE LADIES FROM COVENTRY MADE THE TRIP TO RICHMOND TO PARTICIPATE IN THE MERAKEY BOWLING EVENT IN APRIL. THEY HAD A GREAT TIME AND BOWLED THE AFTERNOON AWAY. SKIPPING ROCK, MILBRAE, AND WORTHINGTON ALSO JOINED IN THE MERAKEY BOWLING EVENT IN APRIL WITH GREAT SUCCESS. MAJOR RENOVATIONS OCCURRED AT OUR AVALON AND CAMBRIDGE HOMES (VA BEACH). THE MUCH-NEEDED RENOVATIONS HAVE HELPED TO IMPROVE THE RELATIONSHIPS WITH OUR FAMILIES AND THE SERVICE BOARD AGENCY WITHIN VA BEACH, (SUPPORTS COORDINATION UNIT).MERAKEY ALLOS RESPONDED TO A REQUEST FOR PROPOSAL FOR ENHANCED SUPPORTED LIVING SERVICES AND WAS CHOSEN BY SAN DIEGO REGIONAL CENTER (SDRC) TO RECEIVE $175,000 IN START-UP FUNDS. THE PLANNING AND DEVELOPMENT PHASE FOR THIS NEW SERVICE LINE WILL SOON BE UNDERWAY IN COLLABORATION WITH SDRC. RENOVATIONS AND PROGRAM DESIGN EDITS ARE IN PROCESS FOR KINGDOM, AN ADULT EBSH WITH ALTA REGIONAL CENTER. THE CEDARS EBSH IN REDDING IS UNDERGOING RENOVATIONS AND STAFF ARE BEING RECRUITED TO OPEN THE HOME. BOTH NEW HOMES WITH SAN DIEGO REGIONAL CENTER, SHAYS WAY AND CERVEZA, ARE STILL IN DEVELOPMENT. THE CHILDREN AND FAMILY SERVICES DIVISION'S EDUCATION PROGRAM STRENGTHENED RELATIONSHIPS WITH LARGER ISDS IN THE DALLAS-FORT WORTH AREA, ENSURING FURTHER COLLABORATION AND REFERRALS AS THE POPULATION IN THE AREA CONTINUES TO GROW. CHILDREN AND FAMILY SERVICES ALSO STRENGTHENED REINTEGRATION PLANNING WITH DISTRICTS LISTED AS OPERATIONAL CHALLENGE LAST YEAR, WITH VAST IMPROVEMENT SEEN. THE DIVISION GAINED PARTNERSHIP WITH 2 NEW DISTRICTS FOR SCHOOL AND SHIFTED ABA TO AFTER-SCHOOL HOURS TO FOCUS SERVICES GEARED TOWARDS UNDER-SERVED AGE GROUPS. THE DIVISION CONTINUED TO FOCUS ON STRENGTHENING LEADERSHIP AND EMPLOYEE ENGAGEMENT DURING FY24.ADULT BEHAVIORAL HEALTH CONTINUES TO WORK ON THE EXPANSION OF SERVICES BY ACCEPTING REFERRALS FROM INDIVIDUALS THAT CURRENTLY RESIDE IN THE COMMUNITY AND REQUIRE ASSISTANCE IN AN EFFORT TO AVOID TRANSITIONING TO A HIGHER LEVEL OF CARE. MERAKEY 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. THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES (CARF) HELPS SERVICE PROVIDERS IMPROVE THE QUALITY OF THEIR SERVICES AND MEET INTERNATIONALLY RECOGNIZED STANDARDS. MERAKEY'S COMMUNITY HOUSING PROGRAMS FOR ADULTS WITH AUTISM ARE CARF ACCREDITED AND ARE RECOGNIZED FOR THEIR COMMITMENT TO IMPROVING THE LIVES OF THE PEOPLE SERVED.MERAKEY IS PROUD TO HAVE OUR DUAL DIAGNOSIS TREATMENT TEAMS (DDTT) ACCREDITED BY NADD. THE NATIONAL ASSOCIATION FOR PERSONS WITH DISABILITIES AND MENTAL HEALTH NEEDS (NADD) WAS DEVELOPED TO IMPROVE THE EFFECTIVENESS OF SERVICES PROVIDED TO INDIVIDUALS WITH A DUAL DIAGNOSIS.

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Trantor Score

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

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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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Governance

Voting Members
7
Independent Members
1
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
4
$3,048,464
Total Directors
8
$4,747,434
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 $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
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