Civic Intelligence

Martha Lloyd School Inc.

990 • Fiscal year 2019 • EIN 24-0798830

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 21, 2019

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

50th percentile

0.15x

Higher debt load relative to assets than 50% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

76th percentile

0.63x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

52nd percentile

3.5%

Higher net margin than 52% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

65th percentile

$158,868

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

26th percentile

-2.3%

Faster asset growth than 26% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-14%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$9,201,399

Down $215,224 (-2.3%) from 2018

Net Assets

Up

$7,798,143

Up $78,515 (+1.0%) from 2018

Liabilities

Down

$1,403,256

Down $293,739 (-17%) from 2018

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin52nd percentile

Revenue

Down

$2,234,822

Down $366,808 (-14%) from 2018

Expenses

Up

$2,156,307

Up $286,486 (+15%) from 2018

Net Income

Down

$78,515

Down $653,294 (-89%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2019

Assets$9,201,399
Liabilities$1,403,256
Net Assets$7,798,143
Open 2019 Filing

Operations Trend

Revenue Growth17th 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

2019

Revenue$2,234,822
Expenses$2,156,307
Net Income$78,515
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 21, 2019
Return Version
2018v3.1
Gross Receipts
$2,272,568
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$5,421,167$5,643,237▲ $222,070
Savings and Temporary Cash Investments$1,689,617$1,729,329▲ $39,712
Investments Other Securities$487,324$500,423▲ $13,099
Pledges and Grants Receivable$479,084$479,084→ $0
Prepaid Expenses and Deferred Charges$9,085$2,080▼ $7,005
Cash and Non-Interest-Bearing Accounts$1,596$1,596→ $0
Total Assets$9,416,623$9,201,399▼ $215,224
Other Assets Total$1,328,750$845,650▼ $483,100
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,047,626$795,357▼ $252,269
Other Liabilities$500,000$500,000→ $0
Accounts Payable and Accrued Expenses$149,369$107,899▼ $41,470
Total Liabilities$1,696,995$1,403,256▼ $293,739
Net Assets / Fund Balance
Unrestricted Net Assets$7,719,628$7,798,143▲ $78,515
Total Net Assets Fund Balance$7,719,628$7,798,143▲ $78,515
Total Liabilities and Net Assets / Fund Balance$9,416,623$9,201,399▼ $215,224

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,776,579$4,482,380$9,258,959
Other Land Buildings$575,975$871,420$1,447,395
Equipment$188,799$478,098$666,897
Land$101,884-$101,884
Other Assets Org$27,500--
Other Securities$500,423--
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William E MillerPresident/CEOPT$145,207$13,661$158,868
Michele DeeghanCFOPT$80,151$11,908$92,059
Tom McdermottCOOFT$71,402$13,040$84,442

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$127,866
Program Service Revenue
$860,916
Investment Income
$33,020
Other Revenue
$1,213,020
Change in Net Assets
$78,515
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,221,826
Other Expenses$934,481
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$199,020$444,273-$643,293
Depreciation Depletion$443,661--$443,661
Current Officers, Directors, Trustees, and Key Employees-$374,027-$374,027
Other Employee Benefits$33,124$99,399-$132,523
Payroll Taxes$14,485$57,498-$71,983
Insurance$3,137$68,316-$71,453
Office Expenses$27,485$19,749-$47,234
Fees for Services Other$33,645$8,835-$42,480
Interest-$33,002-$33,002
Other Expenses$-511$22,118-$22,118
Travel$16,446--$16,446
All Other Expenses$-26,714$33,032-$6,318
Advertising-$33-$33
Total Functional Expenses$854,379$1,301,928$0$2,156,307
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
2019-11-21
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
21
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, 2019, 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, 2016. The tax returns for years ended june 30, 2016 through june 30, 2019 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/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO OFFER INDIVIDUALIZED OPPORTUNITIES AND SUPPORT TO MAXIMIZE THE QUALITY OF LIFE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01047626
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0795357
IRS990/NetAssetsOrFundBalancesBOYAmt07719628
IRS990/NetAssetsOrFundBalancesEOYAmt07798143
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-24468
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-24468
IRS990/NetUnrelatedBusTxblIncmAmt04750
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019749
IRS990/OfficeExpensesGrp/ProgramServicesAmt027485
IRS990/OfficeExpensesGrp/TotalAmt047234
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01328750
IRS990/OtherAssetsTotalGrp/EOYAmt0845650
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt099399
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt033124
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0132523
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1DATA PROCESSING
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3RETIREMENT PLAN ADMINIS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04166
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1108001
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt229479
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt322118
IRS990/OtherExpensesGrp/ProgramServicesAmt0110601
IRS990/OtherExpensesGrp/ProgramServicesAmt1-511
IRS990/OtherExpensesGrp/TotalAmt0114767
IRS990/OtherExpensesGrp/TotalAmt1108001
IRS990/OtherExpensesGrp/TotalAmt228968
IRS990/OtherExpensesGrp/TotalAmt322118
IRS990/OtherLiabilitiesGrp/BOYAmt0500000
IRS990/OtherLiabilitiesGrp/EOYAmt0500000
IRS990/OtherRevenueMiscGrp/BusinessCd0623990
IRS990/OtherRevenueMiscGrp/BusinessCd1623990
IRS990/OtherRevenueMiscGrp/BusinessCd2623990
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT FEE INCOME
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc2MEDICAL INSURANCE RECO
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01202912
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt128439
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt26137
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01202912
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt128439
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt26137
IRS990/OtherRevenueTotalAmt01237488
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0444273
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0199020
IRS990/OtherSalariesAndWagesGrp/TotalAmt0643293
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt057498
IRS990/PayrollTaxesGrp/ProgramServicesAmt014485
IRS990/PayrollTaxesGrp/TotalAmt071983
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0479084
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0479084
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09085
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02080
IRS990/PrincipalOfficerNm0MICHELE DEEGHAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/Desc0RENT - AFFILIATES
IRS990/ProgramServiceRevenueGrp/Desc1MAINTENANCE FEE TO AFF
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0480087
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1380829
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0480087
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1380829
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0687881
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt09301
IRS990/PYOtherExpensesAmt0822598
IRS990/PYOtherRevenueAmt01155539
IRS990/PYProgramServiceRevenueAmt0748909
IRS990/PYRevenuesLessExpensesAmt0731809
IRS990/PYSalariesCompEmpBnftPaidAmt01047223
IRS990/PYTotalExpensesAmt01869821
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02601630
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt078515
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RelatedOrganizationsAmt0127866
IRS990/RentalIncomeOrLossGrp/RealAmt0-24468
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0860916
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01689617
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01729329
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/BookValueAmt04776579
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04482380
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt09258959
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt0188799
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0478098
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0666897
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0101884
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0101884
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0687865
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt186365
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/BookValueAmt0575975
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0871420
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01447395
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0500000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0HOME GRANT LIABILITY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0500423
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, 2019, 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, 2016. THE TAX RETURNS FOR YEARS ENDED JUNE 30, 2016 THROUGH JUNE 30, 2019 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/TotalBookValueLandBuildingsAmt05643237
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0845650
IRS990ScheduleD/TotalBookValueSecuritiesAmt0500423
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
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,201,399
Liabilities
$1,403,256
Net assets
$7,798,143
Revenue
$2,234,822
Expenses
$2,156,307
Net income
$78,515
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