Nonprofit · EIN 25-1094911
MERAKEY ALLEGHENY VALLEY SCHOOL
Tax-exempt · LAFAYETTE HL, PA 19444
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $189,784,954 | $185,958,567 | $3,826,387 | $101,752,640 | $36,904,016 | $64,848,624 |
| June 30, 2024 | 990 | $178,894,482 | $181,822,814 | -$2,928,332 | $96,451,738 | $35,330,722 | $61,121,016 |
| June 30, 2023 | 990 | $173,415,278 | $171,857,119 | $1,558,159 | $104,778,343 | $41,074,777 | $63,703,566 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,858,933
- Program service revenue
- $187,884,699
- Investment income
- $19,877
- Net gain from sales of assets
- -$193,237
- Other revenue
- $21,445
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $86,333,505
- Salaries, compensation and benefits (total)
- $110,068,513
- Professional fundraising fees
- $0
- Legal fees
- $216,911
- Accounting fees
- $103,214
- Occupancy
- $17,951,430
- Travel
- $1,230,250
- Depreciation
- $3,259,189
- Program services (functional)
- $165,566,978
- Management and general (functional)
- $20,116,378
- Fundraising (functional)
- $275,211
Balance sheet and other
- Total assets, start of year
- $96,451,738
- Total assets, end of year
- $101,752,640
- Total liabilities, end of year
- $36,904,016
- Net assets, end of year
- $64,848,624
- Land, buildings and equipment
- $44,354,731
- Net assets without donor restrictions
- $57,845,940
- Net assets with donor restrictions
- $7,002,684
- Gross receipts
- $189,978,191
- Employees
- 2,640
- Volunteers
- 0
- Year formed
- 1960
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOSEPH MARTZ | PRESIDENT & CEO Trustee or director, Officer | 0.5 | $0 | $1,312,504 | $55,260 |
| DERRICK YACOVELLI | CFO/SECRETARY/TREASURER Trustee or director, Officer | 0.5 | $0 | $772,981 | $45,661 |
| THEODORE DALLAS | VP/COO Trustee or director, Officer | 0.5 | $0 | $747,811 | $27,315 |
| ELISE TRETOLA | DIRECTOR/SVP, IDD THRU 11/24 Trustee or director | 0.5 | $0 | $579,876 | $6,355 |
| LEAH PASON | DIRECTOR/CPO Trustee or director | 0.5 | $0 | $542,494 | $26,041 |
| CYNTHIA HAMILTON | NURSING COORDINATOR Highest-paid employee | 40 | $214,694 | $0 | $8,464 |
| LISA WATTERS | NURSE Highest-paid employee | 40 | $169,991 | $0 | $12,428 |
| JASON MYRLA | NURSE Highest-paid employee | 40 | $157,299 | $0 | $23,793 |
| SUSAN KLINGENSMITH | FINANCE DIRECTOR Highest-paid employee | 40 | $155,842 | $0 | $14,369 |
| VERONICA ERATH | SENIOR REGIONAL EXECUTIVE Highest-paid employee | 40 | $150,369 | $0 | $14,162 |
| ROBERT NIX III ESQ | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOSEPH MARTZ | PRESIDENT & CEO Trustee or director, Officer | 0.5 | $0 | $1,215,852 | $58,207 |
| DERRICK YACOVELLI | CFO/SECRETARY/TREASURER Trustee or director, Officer | 0.5 | $0 | $738,281 | $43,696 |
| THEODORE DALLAS | DIRECTOR/COO Trustee or director | 0.5 | $0 | $700,336 | $26,186 |
| LEAH PASON | DIRECTOR/CPO Trustee or director | 0.5 | $0 | $518,654 | $24,466 |
| ELISE TRETOLA | DIRECTOR/SVP, IDD Trustee or director | 0.5 | $0 | $467,053 | $6,774 |
| CYNTHIA HAMILTON | NURSING COORDINATOR Highest-paid employee | 40 | $187,103 | $0 | $2,030 |
| LISA WATTERS | NURSE Highest-paid employee | 40 | $162,174 | $0 | $12,305 |
| SUSAN KLINGENSMITH | FINANCE DIRECTOR Highest-paid employee | 40 | $153,025 | $0 | $15,552 |
| JASON MYRLA | NURSE Highest-paid employee | 40 | $144,215 | $0 | $22,949 |
| VERONICA ERATH | SENIOR REGIONAL EXECUTIVE DIRECTOR Highest-paid employee | 40 | $134,766 | $0 | $26,479 |
| ROBERT NIX III ESQ | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOSEPH MARTZ | PRESIDENT & CEO Trustee or director, Officer | 0.5 | $0 | $1,120,084 | $55,952 |
| DERRICK YACOVELLI | CFO/SECRETARY/TREASURER Trustee or director, Officer | 0.5 | $0 | $671,726 | $34,145 |
| TERRENCE MCNELIS | VP/SVP, IDD THROUGH 12/22 Trustee or director | 0.5 | $0 | $575,147 | $8,762 |
| LEAH PASON | DIRECTOR/CPO Trustee or director | 0.5 | $0 | $488,535 | $21,922 |
| JASON MYRLA | NURSE Highest-paid employee | 40 | $167,126 | $0 | $22,738 |
| LISA WATTERS | NURSE Highest-paid employee | 40 | $176,468 | $0 | $11,751 |
| CYNTHIA HAMILTON | NURSING COORDINATOR Highest-paid employee | 40 | $178,537 | $0 | $3,532 |
| JAMILA WILSON | HOUSE MANAGER Highest-paid employee | 40 | $163,850 | $0 | $9,101 |
| MAUREEN GREENE | NURSE SUPERVISOR Highest-paid employee | 40 | $163,978 | $0 | $5,606 |
| ELISE TRETOLA | DIRECTOR/SVP, IDD FROM 12/22 Trustee or director | 0.5 | $0 | $98,161 | $325 |
| ROBERT NIX III ESQ | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 620 GERMANTOWN PIKE, LAFAYETTE HL, PA 19444-1810
- Principal officer (990 for 2024)
- JOSEPH MARTZ, 620 E GERMANTOWN PIKE, LAFAYETTE HILL, PA 19444
- Signed the 990
- DERRICK YACOVELLI, CFO
- Phone
- (610) 260-4600
- Website
- AVS.MERAKEY.ORG
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 accomplishments
- 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.Expenses $165,566,978 · revenue $187,884,699
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 25-1094911
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1962
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P730)
- Assets (IRS master file)
- $101,752,640
- Income (IRS master file)
- $189,978,191
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $189,784,954 | $185,958,567 | $101,752,640 | IRS |
| 990 | June 2024 | $178,894,482 | $181,822,814 | $96,451,738 | IRS |
| 990 | June 2023 | $173,415,278 | $171,857,119 | $104,778,343 | XML |
| 990 | June 2022 | $164,597,352 | $161,955,807 | $94,455,792 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 25-1094911).
Questions about MERAKEY ALLEGHENY VALLEY SCHOOL
- What is the EIN of MERAKEY ALLEGHENY VALLEY SCHOOL?
- The employer identification number (EIN) of MERAKEY ALLEGHENY VALLEY SCHOOL is 25-1094911.
- Is MERAKEY ALLEGHENY VALLEY SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
- Are donations to MERAKEY ALLEGHENY VALLEY SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MERAKEY ALLEGHENY VALLEY SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MERAKEY ALLEGHENY VALLEY SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MERAKEY ALLEGHENY VALLEY SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MERAKEY ALLEGHENY VALLEY SCHOOL?
- The 990 for the year ended June 30, 2025 names JOSEPH MARTZ.
- Who are the officers and directors of MERAKEY ALLEGHENY VALLEY SCHOOL?
- The 990 for the year ended June 30, 2025 lists 11 people; 5 received compensation from the organization.
- How much revenue does MERAKEY ALLEGHENY VALLEY SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $189,784,954, expenses of $185,958,567 and total assets of $101,752,640 at year end.
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