Civic Intelligence

Martha Lloyd School Inc.

990 • Fiscal year 2017 • EIN 24-0798830

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 01, 2017

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

55th percentile

0.21x

Higher debt load relative to assets than 55% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

1.07x

Higher debt load relative to revenue than 82% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

58th percentile

5.3%

Higher net margin than 58% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$128,293

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

27th percentile

-1.8%

Faster asset growth than 27% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

14th percentile

-15%

Faster revenue growth than 14% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$8,872,481

Down $164,478 (-1.8%) from 2016

Net Assets

Up

$6,987,819

Up $93,400 (+1.4%) from 2016

Liabilities

Down

$1,884,662

Down $257,878 (-12%) from 2016

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin58th percentile

Revenue

Down

$1,761,470

Down $310,210 (-15%) from 2016

Expenses

Down

$1,668,070

Down $183,196 (-9.9%) from 2016

Net Income

Down

$93,400

Down $127,014 (-58%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

2017

Assets$8,872,481
Liabilities$1,884,662
Net Assets$6,987,819
Open 2017 Filing

Operations Trend

Revenue Growth14th percentile

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

2017

Revenue$1,761,470
Expenses$1,668,070
Net Income$93,400
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 1, 2017
Return Version
2016v3.0
Gross Receipts
$1,795,271
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$5,273,551$5,572,153▲ $298,602
Savings and Temporary Cash Investments$1,893,750$1,358,125▼ $535,625
Investments Other Securities-$494,464-
Prepaid Expenses and Deferred Charges$7,965$8,096▲ $131
Cash and Non-Interest-Bearing Accounts$1,596$1,596→ $0
Total Assets$9,036,959$8,872,481▼ $164,478
Other Assets Total$1,860,097$1,438,047▼ $422,050
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,537,774$1,296,097▼ $241,677
Other Liabilities$500,000$500,000→ $0
Accounts Payable and Accrued Expenses$104,766$88,565▼ $16,201
Total Liabilities$2,142,540$1,884,662▼ $257,878
Net Assets / Fund Balance
Unrestricted Net Assets$6,894,419$6,987,819▲ $93,400
Total Net Assets Fund Balance$6,894,419$6,987,819▲ $93,400
Total Liabilities and Net Assets / Fund Balance$9,036,959$8,872,481▼ $164,478

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,712,266$4,018,264$8,730,530
Other Land Buildings$598,357$702,393$1,300,750
Equipment$159,646$392,299$551,945
Land$101,884-$101,884
Other Assets Org$27,500--
Other Securities$494,464--
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William E MillerPresident/CEOFT$124,289$4,004$128,293
Michele DeeghanCFOFT$67,643$10,386$78,029

Board Members and Trustees

NameTitle
Jerry MayChair
Lee CummingsVice-chair
Barry KettererDirector
Cassandra Blaney EsqDirector
G Peter MorrisDirector
Guire WebbDirector
Marsha MelkonianDirector
Rick HooverDirector
Henry DunnSecy.
John MattinglyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$86,314
Program Service Revenue
$690,716
Investment Income
$7,540
Other Revenue
$976,900
Change in Net Assets
$93,400
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$877,993
Other Expenses$790,077
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$155,864$352,889-$508,753
Depreciation Depletion$379,721--$379,721
Current Officers, Directors, Trustees, and Key Employees-$205,754-$205,754
Other Employee Benefits$31,768$80,792-$112,560
Insurance$2,575$64,076-$66,651
Payroll Taxes$11,226$39,700-$50,926
Fees for Services Other$36,547$8,422-$44,969
Interest-$43,592-$43,592
Office Expenses$26,416$17,129-$43,545
Other Expenses$16,568$17,663-$17,663
Travel$9,428--$9,428
All Other Expenses$-19,560$25,062-$5,502
Advertising-$32-$32
Total Functional Expenses$705,797$962,273$0$1,668,070
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
Jerry MayBoard MemberPurchase of InsuranceNo$9,671
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 11B

“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
2017-12-01
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
30
Volunteers
10

Preparer

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

Additional Explanations

Form 990, Part XII, Line 2C

“Process has not changed from pior 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, 2017, 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, 2014. The tax returns for the years ended june 30, 2014 through june 30, 2017 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/NetAssetsOrFundBalancesEOYAmt06987819
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-13402
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-13402
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017129
IRS990/OfficeExpensesGrp/ProgramServicesAmt026416
IRS990/OfficeExpensesGrp/TotalAmt043545
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01860097
IRS990/OtherAssetsTotalGrp/EOYAmt01438047
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt080792
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt031768
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0112560
IRS990/OtherExpensesGrp/Desc0DATA PROCESSING
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3RETIREMENT PLAN ADMINIS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt069344
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14174
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt233644
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt317663
IRS990/OtherExpensesGrp/ProgramServicesAmt055244
IRS990/OtherExpensesGrp/ProgramServicesAmt116568
IRS990/OtherExpensesGrp/TotalAmt069344
IRS990/OtherExpensesGrp/TotalAmt159418
IRS990/OtherExpensesGrp/TotalAmt250212
IRS990/OtherExpensesGrp/TotalAmt317663
IRS990/OtherLiabilitiesGrp/BOYAmt0500000
IRS990/OtherLiabilitiesGrp/EOYAmt0500000
IRS990/OtherRevenueMiscGrp/BusinessCd0623990
IRS990/OtherRevenueMiscGrp/BusinessCd1623990
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT FEE INCOME
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0921320
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt168982
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0921320
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt168982
IRS990/OtherRevenueTotalAmt0990302
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0352889
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0155864
IRS990/OtherSalariesAndWagesGrp/TotalAmt0508753
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt039700
IRS990/PayrollTaxesGrp/ProgramServicesAmt011226
IRS990/PayrollTaxesGrp/TotalAmt050926
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07965
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08096
IRS990/PrincipalOfficerNm0MICHELE DEEGHAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/Desc0RENT - AFFILIATES
IRS990/ProgramServiceRevenueGrp/Desc1MAINTENANCE AND DIETAR
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0422038
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1268678
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0422038
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1268678
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0228291
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt012244
IRS990/PYOtherExpensesAmt0952420
IRS990/PYOtherRevenueAmt034443
IRS990/PYProgramServiceRevenueAmt01796702
IRS990/PYRevenuesLessExpensesAmt0220414
IRS990/PYSalariesCompEmpBnftPaidAmt0898846
IRS990/PYTotalExpensesAmt01851266
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02071680
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt093400
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RelatedOrganizationsAmt086314
IRS990/RentalIncomeOrLossGrp/RealAmt0-13402
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0690716
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01893750
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01358125
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/RevenuesIncludedAmt043920
IRS990ScheduleD/BuildingsGrp/BookValueAmt04712266
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04018264
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt08730530
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt0159646
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0392299
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0551945
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0101884
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0101884
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01242802
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1123825
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/BookValueAmt0598357
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0702393
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01300750
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0500000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0HOME GRANT LIABILITY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0494464
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
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, 2017, 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, 2014. THE TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2014 THROUGH JUNE 30, 2017 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/TotalBookValueLandBuildingsAmt05572153
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01438047
IRS990ScheduleD/TotalBookValueSecuritiesAmt0494464
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/PersonNm0JERRY MAY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt09671
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 PIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,872,481
Liabilities
$1,884,662
Net assets
$6,987,819
Revenue
$1,761,470
Expenses
$1,668,070
Net income
$93,400
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