Merakey Allos FY2020 filing

Tax-deductible

Lafayette Hl, PA501(c)(3)Since 2002Mental HealthEIN 76-0701257Revenue $21.5M in FY2020

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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.

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
$128K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $1.7M a year · 4% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$128K
to officers and key staff · 0.5% of spending
Looks good: pay to officers and key staff is 0% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.0 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $194K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$9.2M
208% of total assets
Concern: liabilities are 208% of assets; over 80%.
Pt X · Ln 26
Independent board members
1
of 5 voting members
Worth a look: 1 of 5 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$21.5M
Spent
$23.4M
To programs
92%
Net assets
−$4.8M
By yearFY2020–FY2024
Revenue
$21.5M
FY2020
Revenue by fiscal year
FY2020$21.5M
FY2021$27.4M
FY2022$39.4M
FY2023$50.9M
FY2024$63.2M
FY2024$80.3M
Expenses
$23.4M
FY2020
Expenses by fiscal year
FY2020$23.4M
FY2021$27.3M
FY2022$41.3M
FY2023$52.9M
FY2024$66.3M
FY2024$84.5M
Net assets
−$4.8M
FY2020
Net assets by fiscal year
FY2020−$4.8M
FY2021−$4.6M
FY2022−$6.5M
FY2023−$8.4M
FY2024−$11.6M
FY2024−$15.7M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 2002.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $21.5M Management & general 8% · $2.0M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990; $128K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Executive Director
$128,428Pt VII · Sec A
$0Pt VII · Sec A
Treasurer/Secretary
$0Pt VII · Sec A
President/CEO
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Alisa Dean’s $175K as Senior Exec Director is at the 18th percentile of top reported officer pay among 746 $10–100M mental health nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
James Zubah——$182,388———
Alisa Dean$175,178$152,589$152,838$130,784$103,586—
Mark Cross——$172,939———
Dante Leal$161,613—————
Alexa Garcia$155,818$139,126————
Zacharia Etisi——$154,583———
Randi Kinyon$147,090—————
Thomas Oyamo——$146,232$113,300——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides behavioral health, disability, and education services across multiple states.

Provided by the organization

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1 program · $21.5M · in their own filed words · FY2019
01

Merakey allos provides emotional support services within seven classrooms in the christiana school district in delaware. The classrooms include special education teachers and support staff who assist students with academic and behavioral goals on an individual level.

$21.5Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 2 funders$194K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$21.5M
Ln 12
Fees for servicesLn 2g$21.5M
Other incomeLn 4–11$52K
Investment incomeLn 3$17K
Money outPt IX
$23.4M
Ln 25
Programscol B$21.5M
Managementcol C$2.0M
Owns and owesPt X
−$4.8M
net assets · Ln 32
Cash and savingsLn 1–2$86K
Total assetsLn 16$4.4M
LiabilitiesLn 26$9.2M
PeoplePt VI, VII
7
listed · VII A
PaidVII A1
Voting boardVI 1a5
IndependentVI 1b1
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$9K
Fees for servicesLn 2g$21.5M
Investment incomeLn 3$17K
Other incomeLn 4–11$52K
Gains on assetsLn 7$17K
Total revenueLn 12$21.5M
Assets in detailPt X, end of year
CashLn 1$3K
SavingsLn 2$83K
Cash and savings togetherLn 1–2$86K
Land, buildings, equipmentLn 10c$550K
Other assetsLn 15$96K
Total assetsLn 16$4.4M
LiabilitiesLn 26$9.2M
Net assetsLn 32−$4.8M
OperationsPt I, VI
EmployeesI 51,305
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$99K$86K
Land, buildings, equipmentLn 10c$639K$550K
Total assetsLn 16$3.6M$4.4M
LiabilitiesLn 26$6.5M$9.2M
Net assetsLn 32−$2.8M−$4.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$12.0M$12.0M
Pension plan contributionsLn 8$31K$31K
Other employee benefitsLn 9$1.4M$1.4M
Payroll taxesLn 10$940K$940K
Legal feesLn 11b$14K$14K
Accounting feesLn 11c$22K$22K
Other fees for servicesLn 11g$727K$727K
Advertising and promotionLn 12$5K$5K
Office expensesLn 13$658K$658K
Information technologyLn 14$107K$107K
OccupancyLn 16$2.3M$2.3M
TravelLn 17$479K$479K
Conferences, conventions and meetingsLn 19$12K$12K
Depreciation, depletion and amortizationLn 22$125K$125K
InsuranceLn 23$221K$221K
Other expenses (24a–d)Ln 24$4.3M$2.4M$2.0M
Total functional expensesLn 25$23.4M$21.5M$2.0M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $63.2M$66.3M−$3.1M−$11.6M 990 PDF
FY2023 $50.9M$52.9M−$1.9M−$8.4M 990 PDF
FY2022 $39.4M$41.3M−$1.9M−$6.5M 990 PDF
FY2021 $27.4M$27.3M$142K−$4.6M 990 PDF
FY2020 Viewing $21.5M$23.4M−$1.9M−$4.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $21,528,055 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $20,424$9,330
I-9 Program service revenuePrior year $15,306,807$21,450,153
I-10 Investment incomePrior year $0$16,802
I-11 Other revenuePrior year $27,680$51,770
I-12 Total revenuePrior year $15,354,911$21,528,055
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $11,207,263$14,426,781
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $5,307,119$9,019,773
I-18 Total expensesPrior year $16,514,382$23,446,554
I-19 Revenue less expensesPrior year −$1,159,471−$1,918,499
Part VI · Governance 1 of 5 board members independent, 1 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members1
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $21,528,055 across 6 lines filed
Lines not itemized here account for $404,114 of total revenue; see the IRS return.
VIII-1d Related organizations$9,330
VIII-1h Total contributions, gifts and grants$9,330
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $21,046,039$21,046,039
VIII-7 Net gain or loss on sales of assetsExcluded from tax $16,802$16,802
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $51,770$51,770
VIII-12 Total revenueRelated to mission $21,450,153 · Unrelated business $0 · Excluded from tax $68,572$21,528,055
Part IX · Statement of functional expenses $23,446,554 across 16 lines filed
IX-7 Other salaries and wagesPrograms $12,047,613$12,047,613
IX-8 Pension plan contributionsPrograms $31,165$31,165
IX-9 Other employee benefitsPrograms $1,408,039$1,408,039
IX-10 Payroll taxesPrograms $939,964$939,964
IX-11b Legal feesPrograms $13,547$13,547
IX-11c Accounting feesPrograms $21,705$21,705
IX-11g Other fees for servicesPrograms $726,929$726,929
IX-12 Advertising and promotionPrograms $4,689$4,689
IX-13 Office expensesPrograms $657,811$657,811
IX-14 Information technologyPrograms $106,972$106,972
IX-16 OccupancyPrograms $2,317,496$2,317,496
IX-17 TravelPrograms $479,044$479,044
IX-19 Conferences, conventions and meetingsPrograms $11,540$11,540
IX-22 Depreciation, depletion and amortizationPrograms $125,474$125,474
IX-23 InsurancePrograms $220,637$220,637
IX-24 Other expenses (24a–d)Programs $2,356,219 · Management $1,977,710$4,333,929
IX-25 Total functional expensesPrograms $21,468,844 · Management $1,977,710 · Fundraising $0$23,446,554
Part X · Balance sheet $4,411,907 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $2,749$3,247
X-2 Savings and temporary cash investmentsStart of year $96,620$82,960
X-4 Accounts receivableStart of year $2,810,522$3,672,483
X-9 Prepaid expenses and deferred chargesStart of year $7,075$7,021
X-10c Land, buildings and equipment, netStart of year $638,736$550,097
X-15 Other assetsStart of year $85,475$96,099
X-16 Total assetsStart of year $3,641,177$4,411,907
X-17 Accounts payable and accrued expensesStart of year $1,103,168$1,329,788
X-19 Deferred revenueStart of year $130,376$127,785
X-25 Other liabilitiesStart of year $5,252,508$7,717,708
X-26 Total liabilitiesStart of year $6,486,052$9,175,281
X-27 Net assets without donor restrictionsStart of year −$2,844,875−$4,763,374
X-32 Total net assets or fund balancesStart of year −$2,844,875−$4,763,374
X-33 Total liabilities and net assetsStart of year $3,641,177$4,411,907
Part XI · Reconciliation of net assets −$4,763,374 net assets at year end
XI-1 Total revenue$21,528,055
XI-2 Total expenses$23,446,554
XI-3 Revenue less expenses−$1,918,499
XI-4 Net assets at start of year−$2,844,875
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$4,763,374

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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