2020-07-06T14:38:23-05:00 2019-06-30 990 2018-07-01 231887233 MERAKEY DELAWARE COUNTY MERA 6102604600 620 GERMANTOWN PIKE LAFAYETTE HILL PA 19444 DERRICK YACOVELLI CFO 6102604600 2020-07-06 0 100.34.80.52 2020-07-06 15:38:14 ED P 8353B6DEC0AE373808C5F0672F1E1424E20A49D4 8353B6DEC0AE373808C5F0672F1E1424E20A49D4 2018 2020-09-23 17:36:50Z JOSEPH MARTZ 620 GERMANTOWN PIKE LAFAYETTE HILL PA 19444 21445733 0 X WWW.MERAKEY.ORG X 1973 PA PROVIDE SERVICES TO INDIVIDUALS WHO HAVE INTELLECTUAL DEVELOPMENTAL DISABILITIES, DRUG AND ALCOHOL PROBLEMS, AND BEHAVIORAL HEALTH ISSUES. 6 1 464 0 0 0 988 21363 19710285 21409618 0 0 477531 14752 20188804 21445733 0 0 0 0 13902860 14377866 0 0 0 7520558 7719384 21423418 22097250 -1234614 -651517 3308756 5405635 15695499 18443895 -12386743 -13038260 X TO PROVIDE SERVICES TO INDIVIDUALS WHO HAVE INTELLECTUAL DEVELOPMENTAL DISABILITIES. 0 0 19715192 0 21409618 MERAKEY DELAWARE COUNTY HAS 7 ADULT BEHAVIORAL HEALTH RESIDENTIAL PROGRAMS SUPPORTING 68 INDIVIDUALS. THE PROGRAMS OFFER SEVERAL LEVELS OF CARE. THE GOAL OF THE PROGRAM IS TO HELP RESIDENTS BECOME AS INDEPENDENT AS POSSIBLE, EMPHASIZING RECOVERY. THE MOST RESTRICTIVE PROGRAM IS THE LONG TERM STRUCTURED RESIDENCE (LTSR), THREE COMMUNITY REHABILITATION RESIDENCES (CRR) WITH TWO MAXIMUM CARE / 24-HOUR SUPERVISION AND ONE MODERATE CARE THAT PROVIDES LESS STAFF SUPPORT TO INDIVIDUALS IN SERVICE WHO ARE CLOSE TO MEETING THEIR GOALS. THE OTHER THREE MERAKEY DELAWARE COUNTY RESIDENTIAL PROGRAMS ARE ASSISTED LIVING SITES. MERAKEY DELAWARE COUNTY HAS HELPED MANY RESIDENTS MOVE THROUGH THE LEVELS OF CARE TO ULTIMATELY LIVE INDEPENDENTLY WITH MINIMAL SUPPORTS. THE MERAKEY DELAWARE COUNTY BLENDED CASE MANAGEMENT (BCM) PROGRAM SERVICES OVER OF 800 INDIVIDUALS. THE BCM PROGRAM IS DESIGNED TO SERVE ADULTS AND CHILDREN IN THE COMMUNITY WHO HAVE A MENTAL HEALTH DIAGNOSIS. USING AN INDIVIDUALIZED APPROACH TO SERVICE DELIVERY, MERAKEY DELAWARE COUNTY STRIVES TO PROMOTE COMMUNITY INTEGRATION AND INDEPENDENCE. THE PROGRAM OFFERS LINKAGE AND REFERRAL TO COMMUNITY RESOURCES, REHABILITATION, CRISIS AND SUPPORT SERVICES. THE SERVICES PROVIDE A UNIQUE MIX OF INTENSIVE CASE MANAGEMENT (ICM) AND RESOURCE COORDINATION (RC) PROGRAMS. PARTICIPANTS CAN FLUCTUATE BETWEEN ICM AND RC LEVEL OF CARE WITHOUT SWITCHING CASE MANAGERS OR PROVIDERS. IN ADDITION, BCM OFFERS NURSE NAVIGATION SERVICES TO ASSIST AND SUPPORT PARTICIPANTS HELPING WITH MEDICAL NEEDS AND TO BRIDGE THE GAP BETWEEN PRIMARY CARE DOCTORS, PSYCHIATRIST AND COMMUNITY RESOURCES. PARTICIPANTS ALSO HAVE AN ADDED BENEFIT OF BEING LINKED TO A CERTIFIED PEER SPECIALIST THAT ASSISTS WITH THE DEVELOPMENT OF COMMUNITY ROLES, INDIVIDUAL ADVOCACY, SELF-HELP, SELF-IMPROVEMENT AND SOCIAL NETWORKING. MERAKEY DELAWARE COUNTY'S MENTAL HEALTH OUTPATIENT PROGRAM SERVED APPROXIMATELY 1,700 ADULTS AND CHILDREN THIS YEAR. THE OUTPATIENT PROGRAM OFFERS ADULT AND CHILD PSYCHIATRY, ADULT AND CHILD OUTPATIENT THERAPY, ADULT INTENSIVE OUTPATIENT THERAPY, AND CHILD INTENSIVE OUTPATIENT THERAPY. ADDITIONALLY, THIS YEAR THE ADULT PSYCHIATRY PROGRAM BEGAN TO OFFER FULL OPEN ACCESS TO THOSE INDIVIDUALS SEEKING PSYCHIATRIC SERVICES. MERAKEY DELAWARE COUNTY CAN OFFER THIRTY PSYCHIATRIC EVALUATION OPENINGS FOR INDIVIDUALS. MOREOVER, THE ADULT OUTPATIENT PROGRAM CONTINUES TO OFFER A DIALECTICAL BEHAVIOR THERAPY (DBT) TRACT. STAFF CONTINUE TO ACCESS TRAININGS RELATED TO EVIDENCED-BASED PRACTICES TO ENHANCE THE CARE PROVIDED TO INDIVIDUALS IN SERVICE. 19715192 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 464 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 6 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X SIMON WHANG 6102604600 620 GERMANTOWN PIKE LAFAYETTE HILL PA 19444 JOSEPH MARTZ PRESIDENT/CEO 0.50 49.50 X X 0 1000030 37983 MICHAEL BARTON VICE PRESIDENT/EVP 0.50 49.50 X X 0 545383 41336 DERRICK YACOVELLI TREASURER/SECRETARY/CFO 0.50 49.50 X X 0 525786 27658 ROBERT NIX III ESQ DIRECTOR 0.50 11.00 X 0 0 0 MALCOLM MUSGROVE DIRECTOR 0.50 49.50 X 0 234538 31279 CHANTE SMITH-ROBERSON EXECUTIVE DIRECTOR 37.50 X 0 136313 21799 SALEHA ABBAS PSYCHIATRIST 37.50 X 210435 0 24064 TUSHAR SARKER PSYCHIATRIST 37.50 X 206285 0 15948 KATINA PAPASIFAKIS PSYCHIATRIST 37.50 X 124904 0 7666 MORTON SOSLAND PSYCHIATRIST 37.50 X 302493 0 1408 WALES THOTTATHIKUNNATH GEORGE PSYCHIATRIST 37.50 X 265794 0 14117 1109911 2442050 223258 5 0 1 0 LINTON'S MANAGED SERVICES 4 SENTRY PARKWAY EAST SUITE 100 BLUE BELL PA 19422 FOOD SERVICES 120719 1 21363 21363 MEDICAL ASSISTANCE 900099 12662601 12662601 GOVERNMENT 900099 5941721 5941721 SAMHSA GRANT 900099 1300588 1300588 3RD PARTY 900099 894467 894467 RENTAL INCOME 900099 563124 563124 47117 47117 21409618 FOOD STAMP INCOME 900099 14199 14199 MEDICAL RECORDS 900099 553 553 14752 21445733 21409618 0 14752 11447311 11447311 70587 70587 1908956 1908956 951012 951012 18483 18483 20924 20924 589483 589483 2305 2305 510858 510858 45765 45765 2066233 2066233 351216 351216 8545 8545 118605 118605 362470 362470 OTHER EXPENSES 3624497 1242439 2382058 22097250 19715192 2382058 0 5420 5464 137547 116755 2442429 4603856 9604 95424 3777773 3269567 638721 508206 75035 75930 3308756 5405635 1396585 1296675 295279 233795 14003635 16913425 15695499 18443895 X -12386743 -13038260 -12386743 -13038260 3308756 5405635 -651517 0 X 0 1 X 1 1 1 X 31941 7765 20010 988 21363 82067 19283545 20173355 19434306 19710285 21409618 100011109 19315486 20181120 19454316 19711273 21430981 100093176 0 0 0 100093176 559243 560849 573451 0 0 1693543 559243 560849 573451 1693543 6260 136158 435520 477531 14752 1070221 19880989 20878127 20463287 20188804 21445733 102856940 0.97310 0.96730 0.01650 0.02200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 555519 418794 136725 646426 567493 78933 701025 654894 46131 1874803 1628386 246417 508206 SECURITY DEPOSIT 1800 DUE TO AFFILIATES 16611846 CLIENT FUNDS 116755 ALLOWANCE FOR COMPLIANCE RETRACTIONS 156203 OTHER LIABILITIES 26821 16913425 X 21445733 0 21445733 0 21445733 22097250 0 22097250 0 22097250 PART X, LINE 2: A TAX POSITION IS RECOGNIZED OR DERECOGNIZED BY MERAKEY BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN. MERAKEY DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL UNCERTAIN TAX POSITIONS. 0 1 0 0 0 0 0 0 0 JOSEPH MARTZ PRESIDENT/CEO 0 595911 0 0 0 404119 0 10795 0 27188 0 1038013 0 0 MICHAEL BARTON VICE PRESIDENT/EVP 0 401120 0 0 0 144263 0 9500 0 31836 0 586719 0 0 DERRICK YACOVELLI TREASURER/SECRETARY/CFO 0 368286 0 0 0 157500 0 8988 0 18670 0 553444 0 0 MALCOLM MUSGROVE DIRECTOR 0 202038 0 0 0 32500 0 9250 0 22029 0 265817 0 0 CHANTE SMITH-ROBERSON EXECUTIVE DIRECTOR 0 133013 0 0 0 3300 0 2765 0 19034 0 158112 0 0 SALEHA ABBAS PSYCHIATRIST 210435 0 0 0 0 0 4603 0 19461 0 234499 0 0 0 TUSHAR SARKER PSYCHIATRIST 206285 0 0 0 0 0 0 0 15948 0 222233 0 0 0 MORTON SOSLAND PSYCHIATRIST 302493 0 0 0 0 0 0 0 1408 0 303901 0 0 0 WALES THOTTATHIKUNNATH GEORGE PSYCHIATRIST 240794 0 0 0 25000 0 1743 0 12374 0 279911 0 0 0 PART I, LINE 3 THIS ORGANIZATION DOES NOT DIRECTLY PAY ITS OFFICERS AND DIRECTORS. ALL COMPENSATION TO THE OFFICERS AND DIRECTORS REPORTED ON PART VII OF THE FORM 990 WAS PAID BY A RELATED ORGANIZATION, MERAKEY USA. MERAKEY USA UNDERTAKES A THOROUGH PROCESS TO ENSURE THAT THE EXECUTIVE COMPENSATION IT PAYS TO ITS TOP MANAGEMENT OFFICIALS IS REASONABLE GIVEN THE MARKET IN WHICH THE ORGANIZATION OPERATES. MERAKEY USA CHECKS THE FOLLOWING BOXES FOR SCHEDULE J, PART I, QUESTION 3 ON ITS FORM 990: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT FORM 990 OF OTHER ORGANIZATIONS COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE PART I, LINE 4B THE FOLLOWING OFFICERS AND DIRECTORS PARTICIPATED IN A 457(F) NONQUALIFIED RETIREMENT PLAN IN FY2019: JOSEPH MARTZ - $192,188 DERRICK YACOVELLI - $49,000 MICHAEL BARTON - $51,447 FORM 990, PART V, LINE 1A MERAKEY USA USES A CASH MANAGEMENT SYSTEM THAT ISSUES ALL FORM 1099S THROUGH THE PARENT ORGANIZATION FOR ALL SUBSIDIARIES. 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 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. 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