2024-05-13T20:50:07-05:00 2023-06-30 346565596 ERNST & YOUNG US LLP 2005 MARKET ST STE 700 PHILADELPHIA PA 19103 990 2022-07-01 232175924 MERAKEY USA MERA 6102604600 620 E GERMANTOWN PIKE LAFAYETTE HILL PA 19444 DERRICK YACOVELLI CFO 6102604600 2024-05-13 0 DERRICK YACOVELLI XXX-XX-XXXX 0 LAUREN E BENNETT P01787029 2154485000 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOSEPH MARTZ 620 E GERMANTOWN PIKE LAFAYETTE HILL PA 19444 70871331 0 X WWW.MERAKEY.ORG X 1986 PA PERFORM ADMINISTRATIVE AND SUPPORTING SERVICES FOR ITS EXEMPT AFFILIATED SUBSIDIARIES. 14 12 850 14 0 0 27500 10533 59779877 69745659 494467 771861 440854 343278 60742698 70871331 0 0 0 0 43887777 50359524 0 0 0 19137615 25990188 63025392 76349712 -2282694 -5478381 177303255 167903956 93384022 87491553 83919233 80412403 X PERFORM ADMINISTRATIVE AND SUPPORTING SERVICES FOR ITS EXEMPT AFFILIATED SUBSIDIARIES IN FURTHERANCE OF THEIR MISSION. 0 0 70137793 0 69745659 MERAKEY USA CONTINUED ITS ADMINISTRATIVE AND SUPPORTIVE SERVICES FOR ITS AFFILIATED ENTITIES THROUGHOUT FY 2023. IT ASSISTED ENTITIES IN PROVIDING SERVICES TO INDIVIDUALS THROUGH TECHNOLOGY, REGULATORY GUIDANCE, AND CONSULTATIVE SUPPORT THROUGH AN EVER-CHANGING POST-PANDEMIC LANDSCAPE.MERAKEY USA LEAD FY23 WITH 8,130 EMPLOYEES SPREAD OVER SIX DEPARTMENTS. THOSE EMPLOYEES SERVED 35,029 INDIVIDUALS AT 709 DIFFERENT SITES VIA 1,123 OUTSTANDING PROGRAMS.GUIDING MERAKEY ARE THE FOLLOWING: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 QUALITYMERAKEY CONTINUES ITS COMMITMENT TO SAFETY IN PARTNERSHIP WITH PRAESIDIUM, THE NATIONAL LEADER IN ABUSE RISK MANAGEMENT. WE HAVE EXPANDED PREVENTION OF ABUSE POLICIES, ADAPTED OUR SCREENING AND HIRING PROTOCOLS, ADDED MORE TRAINING, AND REVAMPED SUPERVISION/MONITORING AND CONSUMER PARTICIPATION. ACCREDITATION FROM PRAESIDIUM DEMONSTRATES OUR COMMITMENT TO PROVIDING THE HIGHEST QUALITY SERVICES AND A ZERO-TOLERANCE ENVIRONMENT FOR ABUSE OF ANY KIND FOR THOSE WITHIN OUR CARE. MERAKEY CONTINUES TO DEEPEN OUR FOCUS ON DIVERSITY, EQUITY, AND INCLUSION THROUGH THE WORK OF VARIOUS EMPLOYEE RESOURCE GROUPS (ERG) LIKE AS (THE BLACK / AFRICAN AMERICAN ERG), THE LGBTQ+ ERG, AND THE WOMEN'S ERG. FOR BLACK HISTORY MONTH, THE BLACK/AFRICAN AMERICAN ERG HOSTED A COURAGEOUS CONVERSATION VIRTUAL EVENT IN FEBRUARY 2023 TITLED "LOVE YOUR HAIR!" DISCUSSING THE HISTORY OF BLACK HAIR LEADING UP TO THE CROWN ACT. LGBTQ+ ERG, WITH THE COLLABORATION OF MERAKEY'S DEI COMMITTEE, GREW THEIR ANNUAL EVENTS HONORING PRIDE MONTH (JUNE) AND NATIONAL COMING OUT DAY (OCTOBER 11). THIS YEAR, MERAKEY CREATED A NEW ERG, THE NEURODIVERGENT ERG, WHOSE MISSION IS TO FOSTER AN INCLUSIVE AND SUPPORTIVE ENVIRONMENT THAT SPREADS AWARENESS, RETAINS, EMPOWERS, AND MEETS THE DIVERSE NEEDS OF NEURODIVERGENT INDIVIDUALS AT MERAKEY.IN JULY 2022, MERAKEY PARKSIDE RECOVERY EXPANDED ITS SERVICES IN PHILADELPHIA AND WELCOMED NEARLY 30 NEW TEAM MEMBERS AND MORE THAN 400 CONSUMERS AT TWO PHILADELPHIA LOCATIONS PROVIDING ADDICTION RECOVERY SERVICES. FORMERLY OPERATED BY JEVS IN PHILADELPHIA, THESE SERVICES ARE NOW PART OF MERAKEY PARKSIDE RECOVERY, WHICH HAS BEEN PROUDLY SERVING THE PHILADELPHIA COMMUNITY FOR OVER 30 YEARS. SERVICES AT THE NEW LOCATIONS PROVIDE SUPPORT FOR EACH PERSON'S ROAD TO RECOVERY, AND INCLUDE MEDICATION ASSISTED TREATMENT, INDIVIDUAL AND GROUP THERAPY, AND MORE. IN AUGUST 2022, FUN DAY WAS CELEBRATED AT MERAKEY CHILDREN'S SERVICES IN PHILADELPHIA, A LARGE OUTDOOR EVENT FOR INDIVIDUALS SERVED, FAMILIES, AND COMMUNITY MEMBERS TO ENJOY GOOD FOOD, MUSIC, AND INTERACTIVE ACTIVITIES INCLUDING FACE PAINTING, BALLOON ANIMALS, PHOTO BOOTHS, AND FUN GAMES. THE EVENT WAS COVERED BY SEVERAL NEWS OUTLETS AND BROUGHT AWARENESS OF OUR SERVICES TO THE LOCAL COMMUNITY BY OFFERING FAMILY-FRIENDLY ACTIVITIES, HEALTH SERVICES, AND EDUCATIONAL RESOURCES FOR YOUTH AND FAMILIES.IN SEPTEMBER 2022, MERAKEY HELD THE 2ND ANNUAL VIRTUAL CONFERENCE "THE FUTURE OF THE DUAL DIAGNOSIS POPULATION: WHAT'S NEXT?" THIS TWO-DAY FREE EVENT GAVE HEALTH CARE PROFESSIONALS, FAMILY MEMBERS, AND INDIVIDUALS THE TOOLS AND RESOURCES TO IMPROVE CARE AND SERVICES FOR PEOPLE WITH A DUAL DIAGNOSIS OF INTELLECTUAL/DEVELOPMENTAL DISABILITY AND MENTAL ILLNESS.MERAKEY WAS A REELABILITIES COMMUNITY PARTNER WITH REELABILITIES PITTSBURGH, PITTSBURGH'S DYNAMIC FILM FESTIVAL THAT CELEBRATES THE LIVES, STORIES, AND ARTISTIC EXPRESSIONS OF INDIVIDUALS WITH DISABILITIES.IN OCTOBER 2022, MERAKEY WAS ANNOUNCED AS PART OF SEPTA'S NEW SAFETY PLAN TO ADDRESS PHILADELPHIA'S VULNERABLE POPULATION. SEPTA TRANSPORTATION IN PHILADELPHIA RELEASED A NEW SAFETY PLAN THAT AIMS TO DECREASE HOMELESSNESS ON RAIL LINES BY CONNECTING VULNERABLE INDIVIDUALS WITH HOUSING, SOCIAL SERVICES, AND MENTAL HEALTH CARE. MOBILE SERVICES FROM MERAKEY PARKSIDE RECOVERY IS PART OF THIS EFFORT.MERAKEY'S SENIOR EXECUTIVE DIRECTOR OF CLINICAL SERVICES AND INNOVATION JENA FISHER WAS ELECTED TO SERVE ON THE CFHA (COLLABORATIVE FAMILY HEALTHCARE ASSOCIATION) BOARD OF DIRECTORS, A GROUP OF PROFESSIONALS WHO ARE ALL PASSIONATE ABOUT INTEGRATED CARE AND THE WORK OF CFHA. THE MERAKEY IT TEAM WON THE 2022 DVHIMSS HALL OF FAME AWARD, RECOGNIZING OUTSTANDING TECHNOLOGICAL ACHIEVEMENTS THAT BENEFIT CONSUMERS AND PATIENTS. MERAKEY IT WON THE AWARD FOR DEVELOPING A MOBILE APPLICATION TO CAPTURE CONSUMER SIGNATURES. THE MOBILE APPLICATION SECURELY SENDS CONSUMERS THEIR ENCOUNTER FORM THAT CAN BE ACCESSED THROUGH A LINK VIA EMAIL OR TEXT MESSAGE. THIS NEW STREAMLINED PROCESS REDUCES THE TIME REQUIRED TO COMPLETE AN ENCOUNTER AND GET A BILL OUT TO THE PAYOR. BOB MCELDOWNEY, SENIOR DIRECTOR OF APPLICATION DEVELOPMENT AND DATA ANALYTICS ATTENDED THE DVHIMMS CONFERENCE IN OCTOBER 2022 TO ACCEPT THE AWARD ON BEHALF OF MERAKEY.DR. TIM BARKSDALE, SENIOR EXECUTIVE DIRECTOR OF CLINICAL SERVICES AT MERAKEY, WON THE PENNSYLVANIA PSYCHOLOGICAL ASSOCIATION (PPA) APA DIVISION 31 SPTA (STATE, PROVINCIAL AND TERRITORIAL AFFAIRS) DIVERSITY AWARD FOR 2023. PRESENTED DURING THE AMERICAN PSYCHOLOGICAL ASSOCIATION'S PRACTICE LEADERSHIP CONFERENCE, THE DIVERSITY AWARD "RECOGNIZES INNOVATION, CREATIVE AND SIGNIFICANT CONTRIBUTIONS BY A STATE AND PROVINCIAL PSYCHOLOGICAL ASSOCIATION TO ADVANCE DIVERSITY FOR ITS MEMBERS, IN ITS LEADERSHIP, AND FOR THE PUBLIC, AND ONGOING ACTIVITIES RELATED TO DIVERSITY IN MEMBERSHIP, GOVERNANCE AND LEADERSHIP, AND PROGRAMMING.IN FEBRUARY 2023, MERAKEY'S ADULT RESIDENTIAL PROGRAM IN ESCONDIDO, CA WAS FEATURED IN THE SAN DIEGO UNION TRIBUNE FOR THEIR INNOVATIVE PROGRAM THAT PROVIDES ITS RESIDENTS, WHO HAVE BEEN INSTITUTIONALIZED FOR MOST OF THEIR LIVES, A UNIQUE OPPORTUNITY TO DEVELOP THEIR INTERPERSONAL SKILLS THROUGH THE CARE OF ANIMALS, SPECIFICALLY FOSTERING DOGS. WITH SUPPORT FROM A LOCAL RECUE SHELTER AND FROM MERAKEY'S INCREDIBLE STAFF, THE INDIVIDUALS HAVE LEARNED WHAT IT MEANS TO BE RESPONSIBLE AND HOW TO CARE FOR OTHERS. MERAKEY LAUNCHED TWO CERTIFIED COMMUNITY BEHAVIORAL HEALTH CLINICS (CCBHCS) - ONE IN THE MT. AIRY SECTION OF PHILADELPHIA AND THE OTHER IN THE CITY OF COLMAR IN MONTGOMERY COUNTY, PA. THE CCBHCS OPENED IN FEBRUARY 2023 AND ARE HELPING TO TRANSFORM COMMUNITY BEHAVIORAL HEALTH SYSTEMS AND PROVIDE COMPREHENSIVE, COORDINATED BEHAVIORAL HEALTH CARE BY ESTABLISHING NEW CCBHC PROGRAMS AND SERVICES (E.G., PRIMARY CARE, 24/7 MOBILE CRISIS). THE CCBHCS WILL PROVIDE A COMPREHENSIVE RANGE OF OUTREACH, SCREENING, ASSESSMENT, TREATMENT, CARE COORDINATION, AND RECOVERY SUPPORTS.THE IDD STAFF DEVELOPMENT TEAM PARTICIPATED IN THE NTG/NADSP WORKSHOP AND BECAME REGIONAL AFFILIATED TRAINERS. THE GROUP IS NOW CERTIFIED TO DELIVER THE FULL NTG DEMENTIA CAPABLE CARE CURRICULUM. AFFILIATED TRAINERS HAVE ACCESS TO GREATLY EXPANDED TOPIC MODULES, TRAINER MANUAL, FREE MONTHLY NTG CONTINUING EDUCATION WEBINARS, AND WILL BECOME PART OF THE NTG'S NATIONAL NETWORK OF AFFILIATED REGIONAL TRAINERS WITH ONGOING CONTINUING EDUCATION, SUPPORT, AND RESOURCES.RAYMOND BOBB D.O., MEDICAL DIRECTOR AT MERAKEY PARKSIDE RECOVERY IN PHILADELPHIA ATTENDED AND PARTICIPATED IN THE AMERICAN SOCIETY OF ADDICTION MEDICINE (ASAM) ANNUAL CONFERENCE IN WASHINGTON, D.C. IN APRIL 2023. THE CONFERENCE IS THE NATION'S PREMIER EVENT PROVIDING THE LATEST INNOVATIONS AND SCIENTIFIC DEVELOPMENTS IN ADDICTION MEDICINE. DR. BOBB SHARED A POSTER PRESENTATION TO CONFERENCE ATTENDEES, AND EVEN RECORDED AN AUDIO VERSION OF HIS PRESENTATION SO FELLOW MEDICAL PROFESSIONALS CAN ACCESS THE INFORMATION. THE POSTER WAS DONE FOR AN ARTICLE ON A CASE OF ACUTE OPIOID WITHDRAWAL THAT WAS JUST PUBLISHED IN THE JOURNAL OF ADDICTION MEDICINE. MEDICAL PROFESSIONALS FROM ACROSS THE COUNTRY WERE ABLE TO LEARN ABOUT THIS CASE AND HEAR DR. BOBB SPEAK ABOUT THE IMPORTANT WORK DONE BY THE TEAM AT MERAKEY PARKSIDE RECOVERY.IN APRIL 2023, MERAKEY ASSOCIATE EXECUTIVE DIRECTOR SAMANTHA WARNER ATTENDED A DISABILITY POLICY SEMINAR ON CAPITOL HILL. SELF-ADVOCATES, ALLIES, CARE WORKERS, AND ADVOCATE REPRESENTATIVES FROM ALL OVER THE UNITED STATES MET WITH THEIR SENATORS, CONGRESSMEN, STATE REPRESENTATIVES, AND MEMBERS OF THEIR STAFF TO DISCUSS THE NEED TO SUPPORT INDIVIDUALS WITH DISABILITIES IN SEVERAL DIFFERENT FUNDING AND LAW-MAKING AREAS. SAMANTHA WARNER WAS PART OF THE EIGHT-PERSON DELEGATION FROM THE STATE OF PENNSYLVANIA WHO MET WITH MEMBERS OF SENATE AND MEMBERS OF CONGRESS. 70137793 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 1 1 1 1 0 0 1 532 0 1 850 1 0 0 0 0 0 0 0 0 0 0 1 0 X 14 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X SIMON WHANG 6102604600 620 E GERMANTOWN PIKE LAFAYETTE HILL PA 19444 JOSEPH MARTZ PRESIDENT & CEO 40.00 10.00 X X 1120084 0 55952 ROBERT NC NIX III CHAIRMAN 1.00 15.00 X X 0 0 0 JOHN EGAN JR DIRECTOR 1.00 0.00 X 0 0 0 TAMI L FRATIS DIRECTOR 1.00 0.00 X 0 0 0 HOWARD BROWNSTEIN DIRECTOR 1.00 0.00 X 0 0 0 DAVID VOLPE DIRECTOR 1.00 0.00 X 0 0 0 KELLY C WALL DIRECTOR 1.00 0.00 X 0 0 0 GREGORY S ROST DIRECTOR 1.00 0.00 X 0 0 0 CAROL JOHNSON DIRECTOR 1.00 0.00 X 0 0 0 THOMAS SAPORITO DIRECTOR 1.00 0.00 X 0 0 0 PHILIP HUGHES DIRECTOR 1.00 0.00 X 0 0 0 MARIA FRIZELLE ROBERTS DIRECTOR 1.00 0.00 X 0 0 0 M JOSEPH ROCKS CHAIRMAN EMERITUS 1.00 0.00 X 0 0 0 RICHARD W HAYDEN DIRECTOR 1.00 0.00 X 0 0 0 JOSEPH P BILSON DIRECTOR 1.00 0.00 X 0 0 0 THEODORE DALLAS PRESIDENT & COO 40.00 10.00 X 631694 0 23895 DERRICK YACOVELLI CFO & TREASURER 40.00 10.00 X 671726 0 34145 JILL WEITZ ESQ GENERAL COUNSEL & SECRETARY 40.00 10.00 X 473324 0 32246 LEAH PASON CHIEF PEOPLE OFFICER 40.00 10.00 X 488535 0 21922 TOM MORGAN CHIEF INFORMATION OFFICER 40.00 10.00 X 391160 0 35825 BRANDON FISHER CHIEF STRATEGY OFFICER 40.00 10.00 X 362310 0 32498 TERRENCE MCNELIS SR VP IDD SERVICES THROUGH 12/2022 10.00 40.00 X 575147 0 8762 TINNESIA SNYDER SENIOR VP OF ABH 40.00 10.00 X 414321 0 37647 MOTAZ ALHOMSI MEDICAL DIRECTOR 40.00 10.00 X 359645 0 41223 MALCOLM MUSGROVE VP, CHILDREN'S SERVICES 40.00 10.00 X 278195 0 29063 REBECCA MANN SENIOR VP, CFS 40.00 10.00 X 392121 0 9093 LAURA MURRAY EXECUTIVE MEDICAL DIRECTOR 40.00 10.00 X 484356 0 37201 6642618 0 399472 106 0 1 0 LINTON'S MANAGED SERVICES 1800 MOTOR PARKWAY ISLANDIA NY 11749 FOOD SERVICES 4970338 DELTA-T GROUP 950 HAVERFORD RD STE 200 BRYN MAWR PA 19010 TEMPORARY AGENCIES 4783798 FLAGSTAR STAFFING INC 117 DITMAS AVENUE BROOKLYN NY 11218 TEMPORARY AGENCIES 3411605 MAXIM HEALTHCARE STAFFING SERVICES INC 12558 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 TEMPORARY AGENCIES 2594724 NETSMART TECHNOLOGIES INC PO BOX 713519 PHILADELPHIA PA 19171 COMPUTER EQUIPMENT 2388964 157 10533 10533 CORPORATE ALLOCATION 560000 56177194 56177194 MANAGEMENT FEES 540000 10998331 10998331 RENTAL INCOME 530000 2570134 2570134 69745659 676955 676955 94906 0 94906 94906 94906 MISCELLANEOUS INCOME 900099 343278 343278 343278 70871331 69745659 0 1115139 3992877 3693721 299156 35648175 35526602 121573 2771267 2600294 170973 5060154 5058920 1234 2887051 2875926 11125 431158 62497 368661 221329 221329 3762168 3389040 373128 25918 25918 1514299 1377504 136795 6593980 6554202 39778 2308577 2227403 81174 1171582 1042693 128889 81018 73950 7068 1720509 607725 1112784 3176799 3116117 60682 617137 592408 24729 LEGAL SETTLEMENT 2000000 0 2000000 SALES TAX EXPENSE 1015887 14465 1001422 EMPLOYEE RECRUITMENT 694790 694790 0 OTHER EXPENSES 349090 76342 272748 305947 305947 76349712 70137793 6211919 0 33064971 11639404 52286474 44954938 334172 43369 9428497 9029574 1069917 427189 2751462 13174248 96441230 67218566 30446658 29222664 46541526 46815429 967004 882844 412574 11714297 177303255 167903956 17435368 26806793 24382016 22686941 23309921 10894919 28256717 27102900 93384022 87491553 X 83919233 80412403 83919233 80412403 177303255 167903956 X -5478381 308903 1662648 X 0 1 X 1 0 X 149946 167268 131672 27500 10533 486919 58227561 57357692 58581665 59779880 69745659 303692457 58377507 57524960 58713337 59807380 69756192 304179376 0 0 0 304179376 2896 2613 10648 131358 676955 824470 2896 2613 10648 131358 676955 824470 431337 269637 331827 440854 343278 1816933 58811740 57797210 59055812 60379592 70776425 306820779 0.99140 0.99330 0.00270 0.00050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8524496 8524496 47538336 28579824 18958512 1472690 1415158 57531 6754676 6601051 153626 32151032 30622533 1528499 29222664 INVESTMENT IN SUBSIDIARIES 46763177 C INVESTMENT IN ENTERPRISES 52252 C 46815429 OTHER ASSETS 250000 WORKERS COMPENSATION - ESCROW 218412 SECURITY DEPOSITS 15000 ACCRUED INTEREST RECEIVABLE -231 DUE FROM AFFILIATES 6134083 RIGHT OF USE ASSET 5097033 11714297 RESERVE FOR SELF INSURED HEALTH AND WORKERS COMPENSATION 15247245 OTHER LIABILITIES 2236757 CLIENT FUNDS 4495394 RIGHT OF USE - LONG TERM 2916730 RIGHT OF USE - SHORT TERM 2206774 27102900 X PART X, LINE 2: MERAKEY FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. MERAKEY HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. MERAKEY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. X X X X X X 0 1 0 0 0 0 0 1 0 JOSEPH MARTZ PRESIDENT & CEO 893832 0 0 0 226252 0 12475 0 43477 0 1176036 0 0 0 DERRICK YACOVELLI CFO & TREASURER 569726 0 0 0 102000 0 6369 0 27776 0 705871 0 0 0 THEODORE DALLAS PRESIDENT & COO 527946 0 0 0 103748 0 5354 0 18541 0 655589 0 0 0 TERRENCE MCNELIS SR VP IDD SERVICES THROUGH 12/2022 524467 0 0 0 50680 0 5203 0 3559 0 583909 0 0 0 LAURA MURRAY EXECUTIVE MEDICAL DIRECTOR 484356 0 0 0 0 0 7754 0 29447 0 521557 0 0 0 LEAH PASON CHIEF PEOPLE OFFICER 439060 0 0 0 49475 0 5231 0 16691 0 510457 0 0 0 JILL WEITZ ESQ GENERAL COUNSEL & SECRETARY 424612 0 0 0 48712 0 0 0 32246 0 505570 0 0 0 TINNESIA SNYDER SENIOR VP OF ABH 361553 0 0 0 52768 0 8835 0 28812 0 451968 0 0 0 TOM MORGAN CHIEF INFORMATION OFFICER 353095 0 0 0 38065 0 5392 0 30433 0 426985 0 0 0 REBECCA MANN SENIOR VP, CFS 342930 0 0 0 49191 0 5231 0 3862 0 401214 0 0 0 MOTAZ ALHOMSI MEDICAL DIRECTOR 359645 0 0 0 0 0 6527 0 34696 0 400868 0 0 0 BRANDON FISHER CHIEF STRATEGY OFFICER 315816 0 0 0 46494 0 5354 0 27144 0 394808 0 0 0 MALCOLM MUSGROVE VP, CHILDREN'S SERVICES 278195 0 0 0 0 0 0 0 29063 0 307258 0 0 0 PART I, LINE 3 MERAKEY USA ENGAGED OUTSIDE CONSULTANTS TO REVIEW ITS COMPENSATION PRACTICES. PART I, LINE 4B THE FOLLOWING OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES PARTICIPATED IN A 457(F) NONQUALIFIED RETIREMENT PLAN IN FY2023: JOSEPH MARTZ - $ 226,252 DERRICK YACOVELLI - $ 102,000 THEODORE DALLAS - $ 103,748 LEAH PASON - $ 49,475 TERRENCE MCNELIS - $ 50,680 JILL WEITZ, ESQ. - $ 48,712 BRANDON FISHER - $ 46,494 TOM MORGAN - $ 38,065 TINNESIA SNYDER - $ 52,768 REBECCA MANN - $ 49,191 PART I, LINE 7 SOME PERSONS LISTED ON SCHEDULE J, PART II ARE AWARDED BONUS AND INCENTIVE PAYMENTS BASED ON THEIR ACCOMPLISHMENT OF CERTAIN METRICS. THE OFFICERS AND EMPLOYEES HAVE AGREED-UPON GOALS AND METRICS FOR THE YEAR, AND IF THOSE GOALS AND METRICS ARE MET, THOSE OFFICERS AND EMPLOYEES CAN BE AWARDED ADDITIONAL COMPENSATION IN THE FORM OF A BONUS. THE BOARD IS INVOLVED IN ESTABLISHING THE RANGE OF COMPENSATION AVAILABLE AS A BONUS PAYMENT, AND ALL INCENTIVE COMPENSATION IS CONSIDERED AS PART OF TOTAL REASONABLE COMPENSATION. PART II, COLUMN B(II) MERAKEY USA TREATS BOTH REGULAR AND INCENTIVE COMPENSATION AS BASE COMPENSATION FOR PURPOSES OF SCHEDULE J REPORTING, AS SUCH NO AMOUNTS ARE REPORTED IN PART II, COLUMN B(II). A MONTGOMERY COUNTY INDUSTRIAL DEVELOPMENTAL AUTHORITY 232245125 2019-06-28 6157209 REFUND BONDS 0 1 0 A 6157209 6157209 2019 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 1 1 1 TD BANK NA 0.490000000000 0 0 0 0 1 A 1 M JOSEPH ROCKS CHAIRMAN EMERITUS LIFE INSURANCE X 18444 18444 0 1 1 18444 JENA FISHER FAMILY OF KEY EMPLOYEE 165546 WAGES 0 PART III LINE 4A IN MAY 2023, STAFF AND INDIVIDUALS SERVED FROM MERAKEY NEW JERSEY ATTENDED THE DEPARTMENT OF HUMAN SERVICES BUDGET HEARING IN THE SENATE AT THE STATEHOUSE IN TRENTON, NJ. THE TEAM WENT TO THE HEARING TO ADVOCATE FOR INCREASED WAGES FOR DIRECT SERVICE PROFESSIONALS AND TO REQUEST FUNDING INCREASES FOR IDD HOUSING. MEMBERS OF THE NJ IDD TEAM WHO ATTENDED INCLUDED STATE DIRECTOR TAWANA JAMES AND DAY PROGRAM DIRECTOR SONIA EBANKS, WHO ORGANIZED THE TRIP WITH THE HELP OF THE NEW JERSEY PROVIDER GROUP NJACP. MERAKEY'S DIRECTOR OF MOBILE SERVICES DAVID MALLOY PARTICIPATED IN DRUG TREATMENT ROUNDTABLE WITH DR. RAHUL GUPTA, THE NATIONAL DIRECTOR OF THE OFFICE OF DRUG CONTROL POLICY FOR THE WHITE HOUSE. THROUGH THE WORK THAT MERAKEY PARKSIDE RECOVERY, THE POLICE ASSISTED DIVERSION (PAD) PROGRAM AND SEPTA IS DOING, DAVID WAS ASKED TO GIVE AN ASSESSMENT OF THE WORK HE AND HIS TEAM DOES IN KENSINGTON, A NEIGHBORHOOD IN PHILADELPHIA. MERAKEY ALSO CONTINUED OUR FOCUS ON THE EMPLOYEE EXPERIENCE THROUGH A VARIETY OF INITIATIVES DESIGNED TO RECOGNIZE STAFF AND MAKE THEIR JOBS AND LIVES EASIER. WE LAUNCHED A NEW AND IMPROVED MERAKEY INTRANET ON THE WEB-BASED PLATFORM SHAREPOINT IN JULY 2022. IMPROVEMENTS INCLUDE A NEW SEARCH BAR AND THE ABILITY TO ACCESS THE NEW MOBILE-FRIENDLY INTRANET FROM ANYWHERE WHETHER YOU WORK AT A MERAKEY OUTPATIENT SITE, IN A RESIDENTIAL SETTING, OR IN THE COMMUNITY. IN AUGUST 2022, MERAKEY LAUNCHED A NEW TEXT MESSAGING SYSTEM, CALLED EZTEXTING. EZTEXTING IS ANOTHER COMMUNICATION TOOL, AVAILABLE TO ALL EMPLOYEES TO STAY INFORMED OF IMPORTANT UPDATES, ANNOUNCEMENTS, AND EMERGENCY NOTIFICATIONS. AFTER A SUCCESSFUL TRIAL RUN, DAILYPAY OFFICIALLY LAUNCHED IN LATE AUGUST 2022. DAILYPAY GIVES YOU THE ABILITY TO ACCESS A PORTION OF YOUR EARNED PAY EARLIER THAN THE USUAL BI-WEEKLY PAY DATE, WITHOUT INCURRING LATE FEES OR INTEREST CHARGES. DAILYPAY APP ALSO HELPS TO TRACK, TRANSFER, AND SAVE YOUR EARNINGS, AS WELL AS PLAN FOR EVERYDAY EXPENSES, SUCH AS GAS, FOOD, AND UTILITIES. SEVERAL INFORMATIVE TOWN HALLS WERE HELD FOR EMPLOYEES TO HELP THEM BETTER UNDERSTAND HOW DAILYPAY WORKS AND TO ADDRESS ANY PAY SCHEDULE QUESTIONS. IN JANUARY 2023 CHEERS FOR PEERS RETURNED. CHEERS FOR PEERS, THE NAME OF OUR PREVIOUS EMPLOYEE RECOGNITION PROGRAM LAUNCHED IN 2018, GAVE EMPLOYEES THE OPPORTUNITY TO RECOGNIZE, CELEBRATE, AND THANK THEIR COWORKERS. WHILE THE ORIGINAL CHEERS FOR PEERS WAS EMBRACED BY MANY EMPLOYEES, IT WAS ALL PAPER-BASED AND DID NOT SUPPORT OUR STRATEGIC PRIORITY TO OPTIMIZE RESOURCES. THE NEW AND IMPROVED CHEERS FOR PEERS RECOGNITION PROGRAM IS COMPLETELY ONLINE, INTERACTIVE, AND ACCESSIBLE FROM ANYWHERE. IN FEBRUARY 2023, ALL EMPLOYEES RECEIVED AN EMPLOYEE EXPERIENCE PULSE SURVEY, DISTRIBUTED BY CLEARLYRATED. THROUGH FEEDBACK RECEIVED FROM THE PREVIOUS EMPLOYEE ENGAGEMENT SURVEY, WE REAFFIRMED OUR INVESTMENT IN OUR WORKFORCE BY EXPANDING OUR PARTNERSHIP WITH CARE.COM FOR DISCOUNTS ON ASSISTANCE FOR EMPLOYEE'S FAMILY CARE. DAILYPAY LAUNCHED IN AUGUST 2022, AS DID PRYOR LEARNING, AN ONLINE TRAINING PLATFORM AND KNOWLEDGE DATABASE TO HELP EMPLOYEES EXPAND THEIR SKILLS AND EXPLORE NEW SUBJECTS. MERAKEY WORKED ON OPTIMIZING RESOURCES, WITH VARIOUS ENHANCEMENTS LIKE TRANSITIONING THE MANUAL PROCESS OF SUBMITTING PURCHASE ORDERS AND CHECK REQUESTS TO A DIGITAL/ELECTRONIC PROCESS USING THE PROGRAM CONCUR WHICH WAS IMPLEMENTED IN NOVEMBER 2022. FORM 990, PART VI, SECTION A, LINE 2 THOMAS SAPORITO, DIRECTOR, AND BRANDON FISHER, KEY EMPLOYEE - FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS PREPARED BY THE ORGANIZATION'S TAX MANAGER AND REVIEWED BY AN EXTERNAL TAX ADVISOR. COMMENTS AND THE 990 WERE REVIEWED BY SENIOR MANAGEMENT. THE FORM 990 WAS THEN SENT TO EACH BOARD MEMBER FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL QUESTIONNAIRE IS SENT TO AND COMPLETED BY EACH DIRECTOR. ANY BOARD MEMBER WITH A CONFLICT OF INTEREST IS REQUIRED TO RECUSE HIMSELF/HERSELF FROM ANY DISCUSSIONS, NEGOTIATIONS, DELIBERATIONS OR DECISION MAKING INVOLVING THE TRANSACTION CAUSING THE CONFLICT. ALL CONFLICTS OF INTEREST INVOLVING DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REVIEWED BY GENERAL COUNSEL. THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE ORGANIZATION'S OFFICE OF QUALITY AND COMPLIANCE AND ANY POTENTIAL CONFLICTS ARE INVESTIGATED IMMEDIATELY. ANY DISCLOSED RELATIONSHIPS ARE COMMUNICATED TO THE CORPORATE CONTROLLER FOR PURPOSE OF THE AUDIT, COMPLETING FORM 990 AND FOR ANY POSSIBLE INTERNAL CONTROL ISSUES THAT MAY TAKE PLACE DUE TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 AN INTEGRAL PART OF THE ORGANIZATION'S EXECUTIVE RETENTION STRATEGY IS MAINTAINING A COMPREHENSIVE, COMPETITIVE COMPENSATION PROGRAM FOR KEY LEADERSHIP PERSONNEL. TO ENSURE THAT ITS PROGRAM AND PRACTICES ARE MEETING THIS OBJECTIVE, THE COMPENSATION COMMITTEE OF THE MERAKEY USA BOARD OF DIRECTORS ENGAGED A CONSULTANT TO REVIEW THE PROGRAM STRUCTURE, CURRENT PAY AND REWARD LEVELS AND RELATED ADMINISTRATIVE PRACTICES. SPECIFICALLY, THE CONSULTANTS WERE ASKED TO IDENTIFY AND REPORT ON CURRENT EXECUTIVE COMPENSATION LEVELS AND PRACTICES AND PROGRAMMING TRENDS AMONG MISSION SIMILAR ORGANIZATIONS OF LIKE SIZE AND OPERATIONAL SCOPE, ASSESS CURRENT MERAKEY USA EXECUTIVE PAY LEVELS AND PRACTICES IN LIGHT OF PREVAILING INDUSTRY NORMS AND, IN LIGHT OF CONTINUING IRS AND SPONSORING AGENCY SCRUTINY OF EXECUTIVE PAY LEVELS AND PRACTICES IN TAX-EXEMPT ORGANIZATIONS TO DETERMINE REASONABLENESS OF EXECUTIVE PAY UNDER IRC SECTION 4958 GUIDELINES. THE COMPENSATION COMMITTEE USED THIS INFORMATION TO APPROVE THE COMPENSATION OF THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER AND DETERMINE THE COMPENSATION OF OTHER KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENTS 1,662,648. 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