Civic Intelligence

Martha Lloyd School Inc.

990 • Fiscal year 2015 • EIN 24-0798830

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 11, 2015

Organization ProfileMARTHALLOYD.ORG

View Organization Page

66 Lloyd LaneTroy, PA 16947

(570) 297-2185

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.24x

Higher debt load relative to assets than 56% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

80th percentile

0.95x

Higher debt load relative to revenue than 80% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

82nd percentile

25%

Higher net margin than 82% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

42nd percentile

$103,205

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets56th percentile

Assets

$8,837,832

No earlier filing loaded for comparison.

Net Assets

$6,674,005

No earlier filing loaded for comparison.

Liabilities

$2,163,827

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin82nd percentile

Revenue

$2,273,232

No earlier filing loaded for comparison.

Expenses

$1,708,795

No earlier filing loaded for comparison.

Net Income

$564,437

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2015: $8,837,832Liabilities 2015: $2,163,827Net Assets 2015: $6,674,0052015Assets 2016: $9,036,959Liabilities 2016: $2,142,540Net Assets 2016: $6,894,4192016Assets 2017: $8,872,481Liabilities 2017: $1,884,662Net Assets 2017: $6,987,8192017Assets 2018: $9,416,623Liabilities 2018: $1,696,995Net Assets 2018: $7,719,6282018Assets 2019: $9,201,399Liabilities 2019: $1,403,256Net Assets 2019: $7,798,1432019Assets 2020: $8,849,810Liabilities 2020: $1,388,798Net Assets 2020: $7,461,0122020Assets 2021: $9,036,225Liabilities 2021: $1,105,838Net Assets 2021: $7,930,3872021Assets 2022: $9,186,988Liabilities 2022: $960,821Net Assets 2022: $8,226,1672022Assets 2023: $9,702,528Liabilities 2023: $1,280,859Net Assets 2023: $8,421,6692023Assets 2024: $10,000,135Liabilities 2024: $1,243,144Net Assets 2024: $8,756,9912024Assets 2025: $10,360,173Liabilities 2025: $1,236,714Net Assets 2025: $9,123,4592025

Highlighted filing

2015

Assets$8,837,832
Liabilities$2,163,827
Net Assets$6,674,005
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $2,273,232Expenses 2015: $1,708,795Net Income 2015: $564,4372015Revenue 2016: $2,071,680Expenses 2016: $1,851,266Net Income 2016: $220,4142016Revenue 2017: $1,761,470Expenses 2017: $1,668,070Net Income 2017: $93,4002017Revenue 2018: $2,601,630Expenses 2018: $1,869,821Net Income 2018: $731,8092018Revenue 2019: $2,234,822Expenses 2019: $2,156,307Net Income 2019: $78,5152019Revenue 2020: $2,244,218Expenses 2020: $2,581,349Net Income 2020: -$337,1312020Revenue 2021: $2,536,356Expenses 2021: $2,066,981Net Income 2021: $469,3752021Revenue 2022: $2,502,771Expenses 2022: $2,180,326Net Income 2022: $322,4452022Revenue 2023: $2,595,069Expenses 2023: $2,386,714Net Income 2023: $208,3552023Revenue 2024: $2,819,991Expenses 2024: $2,493,882Net Income 2024: $326,1092024Revenue 2025: $3,135,782Expenses 2025: $2,779,789Net Income 2025: $355,9932025

Highlighted filing

2015

Revenue$2,273,232
Expenses$1,708,795
Net Income$564,437
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$2,273,232
Mission and Program Overview

Mission

To offer individualized opportunities and support to maximize the quality of life for people with developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,803,130$5,200,873▲ $397,743
Savings and Temporary Cash Investments$831,565$1,519,445▲ $687,880
Prepaid Expenses and Deferred Charges$6,866$7,679▲ $813
Cash and Non-Interest-Bearing Accounts$194,296$1,596▼ $192,700
Total Assets$8,205,886$8,837,832▲ $631,946
Other Assets Total$2,370,029$2,108,239▼ $261,790
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,485,167$1,567,888▲ $82,721
Other Liabilities$500,000$500,000→ $0
Accounts Payable and Accrued Expenses$111,151$95,939▼ $15,212
Total Liabilities$2,096,318$2,163,827▲ $67,509
Net Assets / Fund Balance
Unrestricted Net Assets$6,109,568$6,674,005▲ $564,437
Total Net Assets Fund Balance$6,109,568$6,674,005▲ $564,437
Total Liabilities and Net Assets / Fund Balance$8,205,886$8,837,832▲ $631,946

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,269,240$3,503,162$7,772,402
Other Land Buildings$681,579$544,247$1,225,826
Equipment$148,170$315,345$463,515
Land$101,884-$101,884
Other Assets Org$27,500--
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William E MillerPresident/CEOFT$100,652$2,553$103,205
Michele DeeghanCFOFT$61,262$9,049$70,311

Board Members and Trustees

NameTitle
Jerry MayChair
Lee CummingsVice-chair
Barry KettererDirector
Evan Williams IiiDirector
G Peter MorrisDirector
Guire WebbDirector
Marsha MelkonianDirector
Rick HooverDirector
Dr Theodore ThemSecy.
Doug UlkinsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$422,163
Program Service Revenue
$1,708,300
Investment Income
$12,741
Other Revenue
$130,028
Change in Net Assets
$564,437
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$893,871
Salaries, Compensation, and Employee Benefits$814,924
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$189,352$312,698-$502,050
Depreciation Depletion$358,398--$358,398
Current Officers, Directors, Trustees, and Key Employees-$188,315-$188,315
Other Employee Benefits$29,967$45,664-$75,631
Insurance$3,708$45,443-$49,151
Payroll Taxes$13,282$35,646-$48,928
Office Expenses$27,145$18,850-$45,995
Interest-$45,737-$45,737
All Other Expenses$7,490$35,909-$43,399
Fees for Services Other$31,298$8,101-$39,399
Other Expenses$3,464$28,332-$28,332
Travel$8,964--$8,964
Advertising-$1,298-$1,298
Total Functional Expenses$902,198$806,597$0$1,708,795
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Henry DunnFormer Board MemberPurchase of InsuranceNo$5,728
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Home Grant Liability$500,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Form 990 is reviewed by the board of directors prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Board of directors is informed of any business relationship between the organization and board members annually by the controller. Board members must comply with all bidding and contracting policies.”

Form 990, Part VI, Section B, Line 15

“The executive committee of the board of directors meets with the president to review compensation and to discuss changes. Rate increases have been across the board for the past three years.”

Form 990, Part VI, Section C, Line 18

“All forms are made available upon request.”

Form 990, Part VI, Section C, Line 19

“All forms are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Martha Lloyd School Inc
EIN
24-0798830
Phone
5702972185
Address
66 LLOYD LANE, TROY, PA 16947

Signing Officer

Name
Michele Deeghan
Title
CFO
Phone
5702972185
Signed
2015-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michele Deeghan
Formed
1928
Legal Domicile
Pa
Voting Board Members
11
Independent Board Members
10
Employees
28
Volunteers
10

Preparer

Firm
Mengel Metzger Barr & Co Llp
Address
333 EAST WATER ST STE 200, ELMIRA, NY 14901
Preparer
Katherine E Stickler
Phone
6077344183
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“Process has not changed from prior year”

Financial Statement Notes

PART III, LINE 4:

“Furniture, fixtures and paintings”

PART X, LINE 2:

“The agency is a tax-exempt organization under section 501(c)(3) of the internal revenue code and applicable state regulations and, accordingly, is exempt from federal and state taxes on income. The agency files a form 990 tax return in the u.s. Federal jurisdiction as well as pennsylvania. With few exceptions, as of june 30, 2015, the agency would not be subject to u.s. Federal or state income tax examinations by tax authorities for years ended prior to june 30, 2012. The tax returns for the years ended june 30, 2012 through june 30, 2015 are still subject to potential audit by the irs and the taxing authorities in pennsylvania. Management of the agency believes it has no material uncertain tax positions and, accordingly, has not recongnized any liability for unrecognized tax benefits.”

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IRS990/OtherAssetsTotalGrp/EOYAmt02108239
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt045664
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt029967
IRS990/OtherEmployeeBenefitsGrp/TotalAmt075631
IRS990/OtherExpensesGrp/Desc0FOOD SERVICE
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3DATA PROCESSING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04208
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt136396
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt228332
IRS990/OtherExpensesGrp/ProgramServicesAmt0174862
IRS990/OtherExpensesGrp/ProgramServicesAmt154268
IRS990/OtherExpensesGrp/ProgramServicesAmt23464
IRS990/OtherExpensesGrp/TotalAmt0174862
IRS990/OtherExpensesGrp/TotalAmt158476
IRS990/OtherExpensesGrp/TotalAmt239860
IRS990/OtherExpensesGrp/TotalAmt328332
IRS990/OtherLiabilitiesGrp/BOYAmt0500000
IRS990/OtherLiabilitiesGrp/EOYAmt0500000
IRS990/OtherRevenueMiscGrp/BusinessCd0623990
IRS990/OtherRevenueMiscGrp/BusinessCd1623990
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc1MEDICAL INS. RECOVERY
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0119741
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt110287
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0119741
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt110287
IRS990/OtherRevenueTotalAmt0130028
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0312698
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0189352
IRS990/OtherSalariesAndWagesGrp/TotalAmt0502050
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt035646
IRS990/PayrollTaxesGrp/ProgramServicesAmt013282
IRS990/PayrollTaxesGrp/TotalAmt048928
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06866
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07679
IRS990/PrincipalOfficerNm0MICHELE DEEGHAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/BusinessCd2623990
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1RENT - AFFILIATES
IRS990/ProgramServiceRevenueGrp/Desc2RENT INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01269745
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1431355
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt27200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01269745
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1431355
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt27200
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt084743
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt015232
IRS990/PYOtherExpensesAmt0891333
IRS990/PYOtherRevenueAmt065072
IRS990/PYProgramServiceRevenueAmt01600472
IRS990/PYRevenuesLessExpensesAmt0107489
IRS990/PYSalariesCompEmpBnftPaidAmt0766697
IRS990/PYTotalExpensesAmt01658030
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01765519
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0564437
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RelatedOrganizationsAmt0422163
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0934506
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0831565
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01519445
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt043920
IRS990ScheduleD/BuildingsGrp/BookValueAmt04269240
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03503162
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07772402
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt0148170
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0315345
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0463515
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0101884
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0101884
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01869385
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1167434
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt243920
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt327500
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM AFFILIATED ENTITIES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CONSTRUCTION IN PROCESS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2WORKS OF ART
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3OTHER ASSETS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0681579
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0544247
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01225826
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0500000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0HOME GRANT LIABILITY
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FURNITURE, FIXTURES AND PAINTINGS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE AGENCY IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE REGULATIONS AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL AND STATE TAXES ON INCOME. THE AGENCY FILES A FORM 990 TAX RETURN IN THE U.S. FEDERAL JURISDICTION AS WELL AS PENNSYLVANIA. WITH FEW EXCEPTIONS, AS OF JUNE 30, 2015, THE AGENCY WOULD NOT BE SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS ENDED PRIOR TO JUNE 30, 2012. THE TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2012 THROUGH JUNE 30, 2015 ARE STILL SUBJECT TO POTENTIAL AUDIT BY THE IRS AND THE TAXING AUTHORITIES IN PENNSYLVANIA. MANAGEMENT OF THE AGENCY BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, HAS NOT RECONGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05200873
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02108239
IRS990ScheduleD/TotalLiabilityAmt0500000
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0MARTHA LLOYD PUBLISHES AN ANNUAL STATEMENT CONCERNING ITS NON-DISCRIMINATION POLICIES IN A LOCAL NEWSPAPER AND IN ITS BROCHURES.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0HENRY DUNN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FORMER BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt05728
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0PURCHASE OF INSURANCE
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF DIRECTORS IS INFORMED OF ANY BUSINESS RELATIONSHIP BETWEEN THE ORGANIZATION AND BOARD MEMBERS ANNUALLY BY THE CONTROLLER. BOARD MEMBERS MUST COMPLY WITH ALL BIDDING AND CONTRACTING POLICIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS MEETS WITH THE PRESIDENT TO REVIEW COMPENSATION AND TO DISCUSS CHANGES. RATE INCREASES HAVE BEEN ACROSS THE BOARD FOR THE PAST THREE YEARS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL FORMS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL FORMS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROCESS HAS NOT CHANGED FROM PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MARTHA LLOYD SERVICES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MARTHA LLOYD COMMUNITY RESIDENTIAL FACILITY INC

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,837,832
Liabilities
$2,163,827
Net assets
$6,674,005
Revenue
$2,273,232
Expenses
$1,708,795
Net income
$564,437
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.4$1.24$9.12$3.14$2.78$0.36
2024Detailed filing. Detailed filing data is available for this year.$10.0$1.24$8.76$2.82$2.49$0.33
2023Detailed filing. Detailed filing data is available for this year.$9.70$1.28$8.42$2.60$2.39$0.21
2022Detailed filing. Detailed filing data is available for this year.$9.19$0.96$8.23$2.50$2.18$0.32
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.04$1.11$7.93$2.54$2.07$0.47
2020Detailed filing. Detailed filing data is available for this year.$8.85$1.39$7.46$2.24$2.58$0.34
2019Detailed filing. Detailed filing data is available for this year.$9.20$1.40$7.80$2.23$2.16$0.08
2018Detailed filing. Detailed filing data is available for this year.$9.42$1.70$7.72$2.60$1.87$0.73
2017Detailed filing. Detailed filing data is available for this year.$8.87$1.88$6.99$1.76$1.67$0.09
2016Detailed filing. Detailed filing data is available for this year.$9.04$2.14$6.89$2.07$1.85$0.22
2015Detailed filing. Detailed filing data is available for this year.$8.84$2.16$6.67$2.27$1.71$0.56