Civic Intelligence

Martha Lloyd School Inc.

990 • Fiscal year 2023 • EIN 24-0798830

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 18, 2024

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

51st percentile

0.13x

Higher debt load relative to assets than 51% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

73rd percentile

0.49x

Higher debt load relative to revenue than 73% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

59th percentile

8.0%

Higher net margin than 59% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

41st percentile

$107,599

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

50th percentile

5.6%

Faster asset growth than 50% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

45th percentile

3.7%

Faster revenue growth than 45% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$9,702,528

Up $515,540 (+5.6%) from 2022

Net Assets

Up

$8,421,669

Up $195,502 (+2.4%) from 2022

Liabilities

Up

$1,280,859

Up $320,038 (+33%) from 2022

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin59th percentile

Revenue

Up

$2,595,069

Up $92,298 (+3.7%) from 2022

Expenses

Up

$2,386,714

Up $206,388 (+9.5%) from 2022

Net Income

Down

$208,355

Down $114,090 (-35%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2023

Assets$9,702,528
Liabilities$1,280,859
Net Assets$8,421,669
Open 2023 Filing

Operations Trend

Revenue Growth45th 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

2023

Revenue$2,595,069
Expenses$2,386,714
Net Income$208,355
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 18, 2024
Return Version
2022v5.0
Gross Receipts
$2,595,069
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$5,283,421$5,703,746▲ $420,325
Savings and Temporary Cash Investments$2,905,414$1,864,702▼ $1,040,712
Investments Other Securities$487,907$1,475,054▲ $987,147
Prepaid Expenses and Deferred Charges$2,466$24,552▲ $22,086
Cash and Non-Interest-Bearing Accounts$600$600→ $0
Total Assets$9,186,988$9,702,528▲ $515,540
Other Assets Total$507,180$633,874▲ $126,694
Liabilities
Mortgage Notes Payable Secured by Investment Property$336,362$605,909▲ $269,547
Other Liabilities$500,000$500,000→ $0
Accounts Payable and Accrued Expenses$124,459$174,950▲ $50,491
Total Liabilities$960,821$1,280,859▲ $320,038
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,226,167$8,421,669▲ $195,502
Total Net Assets Fund Balance$8,226,167$8,421,669▲ $195,502
Total Liabilities and Net Assets / Fund Balance$9,186,988$9,702,528▲ $515,540

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,622,160$5,418,446$10,040,606
Other Land Buildings$762,416$1,254,837$2,017,253
Equipment$217,286$535,743$753,029
Land$101,884-$101,884
Other Assets Org$27,500--
Other Securities$1,475,054--
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michele DeeghanCFOPT$92,556$15,043$107,599
Lisa MusselmanPresident/CEOPT$86,132$13,573$99,705

Board Members and Trustees

NameTitle
Rick HooverChair
Doug UlkinsVice-chair
Barry KettererDirector
Casandra Blaney EsqDirector
Cynthia PorterDirector
Dr Anthony GrippoDirector
Dr Janeen SheeheDirector
G Peter MorrisDirector
Marsha MelkonianSecretary
Henry DunnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$115,071
Program Service Revenue
$932,449
Investment Income
$33,694
Other Revenue
$1,513,855
Change in Net Assets
$208,355
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,258,853
Other Expenses$1,127,861
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$194,281$534,973-$729,254
Depreciation Depletion$487,239--$487,239
Current Officers, Directors, Trustees, and Key Employees-$306,446-$306,446
Other Employee Benefits$26,692$123,156-$149,848
Insurance$3,056$77,221-$80,277
Payroll Taxes$14,137$59,168-$73,305
All Other Expenses$16,545$54,530-$71,075
Office Expenses$42,332$16,950-$59,282
Other Expenses$3,595$28,790-$28,790
Fees for Services Other$16,146$12,089-$28,235
Interest-$25,580-$25,580
Travel$16,998--$16,998
Advertising-$33-$33
Total Functional Expenses$973,070$1,413,644$0$2,386,714
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 35% controlled entity
No
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 cfo. 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
2024-01-18
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
22
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, 2023, 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, 2020. The tax returns for years ended june 30, 2020 through june 30, 2023 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/MortgNotesPyblScrdInvstPropGrp/BOYAmt0336362
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0605909
IRS990/NetAssetsOrFundBalancesBOYAmt08226167
IRS990/NetAssetsOrFundBalancesEOYAmt08421669
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-12853
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt08226167
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08421669
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016950
IRS990/OfficeExpensesGrp/ProgramServicesAmt042332
IRS990/OfficeExpensesGrp/TotalAmt059282
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0507180
IRS990/OtherAssetsTotalGrp/EOYAmt0633874
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0123156
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt026692
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0149848
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1DATA PROCESSING
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3RETIREMENT PLAN ADMINIS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04679
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1134971
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt235058
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt328790
IRS990/OtherExpensesGrp/ProgramServicesAmt0152049
IRS990/OtherExpensesGrp/ProgramServicesAmt13595
IRS990/OtherExpensesGrp/TotalAmt0156728
IRS990/OtherExpensesGrp/TotalAmt1134971
IRS990/OtherExpensesGrp/TotalAmt238653
IRS990/OtherExpensesGrp/TotalAmt328790
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/RelatedOrExemptFuncIncomeAmt01363588
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1145958
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt24309
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01363588
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1145958
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt24309
IRS990/OtherRevenueTotalAmt01513855
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0534973
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0194281
IRS990/OtherSalariesAndWagesGrp/TotalAmt0729254
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt059168
IRS990/PayrollTaxesGrp/ProgramServicesAmt014137
IRS990/PayrollTaxesGrp/TotalAmt073305
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02466
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024552
IRS990/PrincipalOfficerNm0MICHELE DEEGHAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/Desc0RENT - AFFILIATES
IRS990/ProgramServiceRevenueGrp/Desc1MAINTENANCE FEE TO AFF
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0497194
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1435255
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0497194
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1435255
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0173402
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt016240
IRS990/PYOtherExpensesAmt0990972
IRS990/PYOtherRevenueAmt01480126
IRS990/PYProgramServiceRevenueAmt0833003
IRS990/PYRevenuesLessExpensesAmt0322445
IRS990/PYSalariesCompEmpBnftPaidAmt01189354
IRS990/PYTotalExpensesAmt02180326
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02502771
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0208355
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RelatedOrganizationsAmt0115071
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0932449
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02905414
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01864702
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/BookValueAmt04622160
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05418446
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt010040606
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt0217286
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0535743
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0753029
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0101884
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0101884
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0480737
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt181717
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/BookValueAmt0762416
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01254837
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02017253
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0500000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0HOME GRANT LIABILITY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01475054
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
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, 2023, 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, 2020. THE TAX RETURNS FOR YEARS ENDED JUNE 30, 2020 THROUGH JUNE 30, 2023 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/TotalBookValueLandBuildingsAmt05703746
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0633874
IRS990ScheduleD/TotalBookValueSecuritiesAmt01475054
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 CFO. 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

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,702,528
Liabilities
$1,280,859
Net assets
$8,421,669
Revenue
$2,595,069
Expenses
$2,386,714
Net income
$208,355
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