Civic Intelligence

Martha Lloyd School Inc.

990 • Fiscal year 2018 • EIN 24-0798830

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 06, 2018

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

53rd percentile

0.18x

Higher debt load relative to assets than 53% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

76th percentile

0.65x

Higher debt load relative to revenue than 76% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

56th percentile

$134,958

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

65th percentile

6.1%

Faster asset growth than 65% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

48%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$9,416,623

Up $544,142 (+6.1%) from 2017

Net Assets

Up

$7,719,628

Up $731,809 (+10%) from 2017

Liabilities

Down

$1,696,995

Down $187,667 (-10.0%) from 2017

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin83rd percentile

Revenue

Up

$2,601,630

Up $840,160 (+48%) from 2017

Expenses

Up

$1,869,821

Up $201,751 (+12%) from 2017

Net Income

Up

$731,809

Up $638,409 (+684%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2018

Assets$9,416,623
Liabilities$1,696,995
Net Assets$7,719,628
Open 2018 Filing

Operations Trend

Revenue Growth88th 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

2018

Revenue$2,601,630
Expenses$1,869,821
Net Income$731,809
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 6, 2018
Return Version
2017v2.3
Gross Receipts
$2,642,228
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$5,572,153$5,421,167▼ $150,986
Savings and Temporary Cash Investments$1,358,125$1,689,617▲ $331,492
Investments Other Securities$494,464$487,324▼ $7,140
Pledges and Grants Receivable-$479,084-
Prepaid Expenses and Deferred Charges$8,096$9,085▲ $989
Cash and Non-Interest-Bearing Accounts$1,596$1,596→ $0
Total Assets$8,872,481$9,416,623▲ $544,142
Other Assets Total$1,438,047$1,328,750▼ $109,297
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,296,097$1,047,626▼ $248,471
Other Liabilities$500,000$500,000→ $0
Accounts Payable and Accrued Expenses$88,565$149,369▲ $60,804
Total Liabilities$1,884,662$1,696,995▼ $187,667
Net Assets / Fund Balance
Unrestricted Net Assets$6,987,819$7,719,628▲ $731,809
Total Net Assets Fund Balance$6,987,819$7,719,628▲ $731,809
Total Liabilities and Net Assets / Fund Balance$8,872,481$9,416,623▲ $544,142

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,544,337$4,183,633$8,727,970
Other Land Buildings$583,355$778,429$1,361,784
Equipment$191,591$426,175$617,766
Land$101,884-$101,884
Other Assets Org$27,500--
Other Securities$487,324--
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William E MillerPresident/CEOPT$130,666$4,292$134,958
Michele DeeghanCFOPT$70,270$11,258$81,528

Board Members and Trustees

NameTitle
Jerry MayChair
Lee CummingsVice-chair
Barry KettererDirector
Cassandra Blaney EsqDirector
Doug UlkinsDirector
Dr Anthony GrippoDirector
Marsha MelkonianDirector
Rick HooverDirector
Henry DunnSecretary
John MattinglyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$687,881
Program Service Revenue
$748,909
Investment Income
$9,301
Other Revenue
$1,155,539
All Other Contributions
$479,084
Change in Net Assets
$731,809
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,047,223
Other Expenses$822,598
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$182,364$444,581-$626,945
Depreciation Depletion$395,769--$395,769
Current Officers, Directors, Trustees, and Key Employees-$238,097-$238,097
Other Employee Benefits$29,056$90,406-$119,462
Insurance$3,217$64,675-$67,892
Payroll Taxes$13,132$49,587-$62,719
Office Expenses$25,204$17,088-$42,292
Fees for Services Other$30,077$9,752-$39,829
Interest-$36,801-$36,801
Other Expenses$2,691$19,560-$19,560
Travel$16,858--$16,858
Advertising-$892-$892
All Other Expenses$-26,759$22,412-$-4,347
Total Functional Expenses$746,571$1,123,250$0$1,869,821
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
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
No
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
2018-12-06
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 prior year”

Financial Statement Notes

PART III, LINE 4:

“Furniture, fixtures and paintings”

PART X, LINE 2:

“The agency and affiliates has filed for and received income tax exemptions in the various jurisdictions where they are required to do so. The agency and affiliates file form 990 tax returns in the u.s. Federal jurisdiction and in pennsylvania and new york. With few exceptions, as of june 30, 2018, the agency and affiliates are no longer subject to u.s. Federal or state income tax examinations by tax authorities for years ended prior to june 30, 2015. The tax returns for years ended june 30, 2015 through june 30, 2018 are still subject to potential audit by the irs and taxing authorities in pennsylvania and new york. Management of the agency and affiliates believe they have no material uncertain tax positions and, accordingly, they have not recognized any liability for unrecognized tax benefits.”

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IRS990/MissionDesc0TO OFFER INDIVIDUALIZED OPPORTUNITIES AND SUPPORT TO MAXIMIZE THE QUALITY OF LIFE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01296097
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01047626
IRS990/NetAssetsOrFundBalancesBOYAmt06987819
IRS990/NetAssetsOrFundBalancesEOYAmt07719628
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-32124
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-32124
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017088
IRS990/OfficeExpensesGrp/ProgramServicesAmt025204
IRS990/OfficeExpensesGrp/TotalAmt042292
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01438047
IRS990/OtherAssetsTotalGrp/EOYAmt01328750
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt090406
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt029056
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0119462
IRS990/OtherExpensesGrp/Desc0DATA PROCESSING
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3RETIREMENT PLAN ADMINIS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt099002
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15358
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt225039
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt319560
IRS990/OtherExpensesGrp/ProgramServicesAmt074962
IRS990/OtherExpensesGrp/ProgramServicesAmt12691
IRS990/OtherExpensesGrp/TotalAmt099002
IRS990/OtherExpensesGrp/TotalAmt180320
IRS990/OtherExpensesGrp/TotalAmt227730
IRS990/OtherExpensesGrp/TotalAmt319560
IRS990/OtherLiabilitiesGrp/BOYAmt0500000
IRS990/OtherLiabilitiesGrp/EOYAmt0500000
IRS990/OtherRevenueMiscGrp/BusinessCd0623990
IRS990/OtherRevenueMiscGrp/BusinessCd1623990
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT FEE INCOME
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01082380
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1105283
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01082380
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1105283
IRS990/OtherRevenueTotalAmt01187663
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0444581
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0182364
IRS990/OtherSalariesAndWagesGrp/TotalAmt0626945
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt049587
IRS990/PayrollTaxesGrp/ProgramServicesAmt013132
IRS990/PayrollTaxesGrp/TotalAmt062719
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0479084
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08096
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09085
IRS990/PrincipalOfficerNm0MICHELE DEEGHAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/Desc0RENT - AFFILIATES
IRS990/ProgramServiceRevenueGrp/Desc1MAINTENANCE FEE TO AFF
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0431401
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1317508
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0431401
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1317508
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt086314
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07540
IRS990/PYOtherExpensesAmt0790077
IRS990/PYOtherRevenueAmt0976900
IRS990/PYProgramServiceRevenueAmt0690716
IRS990/PYRevenuesLessExpensesAmt093400
IRS990/PYSalariesCompEmpBnftPaidAmt0877993
IRS990/PYTotalExpensesAmt01668070
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01761470
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0731809
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RelatedOrganizationsAmt0208797
IRS990/RentalIncomeOrLossGrp/RealAmt0-32124
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0748909
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01358125
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01689617
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/RevenuesIncludedAmt043920
IRS990ScheduleD/BuildingsGrp/BookValueAmt04544337
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04183633
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt08727970
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt0191591
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0426175
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0617766
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0101884
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0101884
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0856627
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1400703
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/BookValueAmt0583355
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0778429
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01361784
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0500000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0HOME GRANT LIABILITY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0487324
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FURNITURE, FIXTURES AND PAINTINGS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE AGENCY AND AFFILIATES HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE VARIOUS JURISDICTIONS WHERE THEY ARE REQUIRED TO DO SO. THE AGENCY AND AFFILIATES FILE FORM 990 TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN PENNSYLVANIA AND NEW YORK. WITH FEW EXCEPTIONS, AS OF JUNE 30, 2018, THE AGENCY AND AFFILIATES ARE NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS ENDED PRIOR TO JUNE 30, 2015. THE TAX RETURNS FOR YEARS ENDED JUNE 30, 2015 THROUGH JUNE 30, 2018 ARE STILL SUBJECT TO POTENTIAL AUDIT BY THE IRS AND TAXING AUTHORITIES IN PENNSYLVANIA AND NEW YORK. MANAGEMENT OF THE AGENCY AND AFFILIATES BELIEVE THEY HAVE NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, THEY HAVE NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05421167
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01328750
IRS990ScheduleD/TotalBookValueSecuritiesAmt0487324
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
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 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
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2MARTHA LLOYD ICF FOR INTELLECTUAL DISABILITIES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0251789856

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,416,623
Liabilities
$1,696,995
Net assets
$7,719,628
Revenue
$2,601,630
Expenses
$1,869,821
Net income
$731,809
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