2025-01-15T12:22:49-06:00 2024-06-30 161092347 MENGEL METZGER BARR & CO LLP 333 EAST WATER ST STE 200 ELMIRA NY 14901 990 2023-07-01 251459611 MARTHA LLOYD INTERMEDIATE CARE FACILI- TIES FOR INTELLECTUAL DISABILITIES INC MART 5702972185 66 LLOYD LANE TROY PA 16947 MICHELE DEEGHAN CFO 5702972185 2025-01-15 1 1 KATHERINE E STICKLER CPA P00385238 6077344183 2025-01-15 2023 2024-10-15 13:58:12Z MICHELE DEEGHAN 66 LLOYD LANE TROY PA 16947 6097286 0 X N/A X 1928 PA TO OFFER INDIVIDUALIZED OPPORTUNITIES AND SUPPORT TO MAXIMIZE THE QUALITY OF LIFE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. 8 6 139 6 0 0 0 0 5594511 6047719 9 18 68249 49549 5662769 6097286 0 0 0 0 3090732 3191349 0 0 0 2654934 2910949 5745666 6102298 -82897 -5012 1333888 1397147 1372425 1440696 -38537 -43549 TO PROVIDE SERVICES TO UNDERSERVED MEMBERS OF THE COMMUNITY, ESPECIALLY PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES SERVED INCLUDE CHILDREN AND ADULTS. 0 0 5293050 6097268 PROVIDING LIVING ARRANGEMENTS IN THE COMMUNITY FOR PERSONS WITH DISABILITIES WHO ARE NOT CAPABLE OF LIVING INDEPENDENTLY. THE AGE OF THE PERSON IS NOT RESTRICTED. PERSONS UNDER AGE 15 ARE NOT ENCOURAGED TO MOVE INTO RESIDENTIAL ARRANGEMENTS IF THEY HAVE VIABLE FAMILIES. 5293050 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 139 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X MARTHA LLOYD SCHOOL 5702972185 66 LLOYD LANE TROY PA 16947 LISA MUSSELMAN PRESIDENT/CEO 10.00 28.00 X X 0 173172 37152 COURTNEY IRVINE ICF DIRECTOR 38.00 X 78650 0 16842 DR JANEEN SHEEHE CHAIR 1.00 X X 0 0 0 RICK HOOVER VICE CHAIR 1.00 X X 0 0 0 CASSANDRA BLANEY ESQ SECY/TREAS 1.00 X X 0 0 0 MIKE BRIDGHAM DIRECTOR 1.00 X 0 0 0 DR ALISON POLLY DIRECTOR 1.00 X 0 0 0 DOUG ULKINS DIRECTOR 1.00 X 0 0 0 MICHELE DEEGHAN CFO 10.00 28.00 X 0 94945 17122 78650 268117 71116 0 0 1 0 0 FEES FROM GOVERNMENT A 623000 5690119 5690119 PRIVATE TUITION/FEES 623000 357600 357600 6047719 18 18 OTHER INCOME 623000 49549 49549 49549 6097286 6097268 0 18 98111 98111 2540203 2466467 73736 355402 346803 8599 197633 186017 11616 58617 58617 17907 9806 8101 206701 199513 7188 42247 1642 40605 521750 91576 430174 59879 59879 DAY PROGRAM SERVICES 1345773 1345773 ICF/MR ASSESSMENT 343919 343919 FOOD SERVICE 76921 76921 PROGRAM SUPPLIES 56344 56344 180891 168269 12622 6102298 5293050 809248 0 300 104900 174394 900325 997845 55369 7559 512162 346243 207770 165919 65524 51130 1333888 1397147 378987 346231 281771 523199 711667 571266 1372425 1440696 X -38537 -43549 -38537 -43549 1333888 1397147 -5012 0 X X 0 1 X 1 1 1 X 103653 67128 36525 85267 80254 5013 323242 198861 124381 165919 DUE TO AFFILIATED ENTITY 434297 CLIENT FUNDS 43194 DUE TO FUNDING SOURCE 85839 OPERATING LEASE LIABILITY 7936 571266 X 6097286 0 6097286 0 6097286 6102298 0 6102298 0 6102298 PART X, LINE 2: THE AGENCY HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE VARIOUS JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. THE AGENCY FILES TAX RETURNS IN VARIOUS JURISDICTIONS AND IS SUBJECT TO POTENTIAL EXAMINATION BY TAXING AUTHORITIES. THE AGENCY'S CURRENT AND PRIOR THREE YEARS TAX RETURNS REMAIN SUBJECT TO REVIEW BY TAXING AUTHORITIES. MANAGEMENT OF THE AGENCY BELIEVES THEY HAVE NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, THEY HAVE NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 MARTHA LLOYD PUBLISHES AN ANNUAL STATEMENT CONCERNING ITS NON-DISCRIMINATION POLICIES IN A LOCAL NEWSPAPER AND IN ITS BROCHURES. X 0 0 0 0 0 0 0 0 0 LISA MUSSELMAN PRESIDENT/CEO 0 173172 0 0 0 0 0 3601 0 33551 0 210324 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 MUST BE APPROVED BY BOARD OF DIRECTORS BEFORE BEING FILED. 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 COMPENSATION IS DICUSSED WITH A SUPERVISOR AND SUBSTANTIATED BY A PERSONAL CHANGE FORM. 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. FORM 990, PART XII, LINE 2C PROCESS HAS NOT CHANGED FROM PRIOR YEAR MARTHA LLOYD SERVICES INC 66 LLOYD LANE TROY PA 16947 251789856 PRIVATE FOUNDATION PA 501(C)3 PRIVATE FOUNDATION 0 MARTHA LLOYD SCHOOL INC 66 LLOYD LANE TROY PA 16947 240798830 ADMINISTRATIVE AND MAINTENANCE SERVICES TO AFFILIATED ORGANIZATIONS PA 501(C)3 170(B)(1)(A)(II) 0 MARTHA LLOYD COMMUNITY RESIDENTIAL FACILITY INC 66 LLOYD LANE TROY PA 16947 251459614 COMMUNITY LIVING ARRGMT AND LIFE SKILLS TRAINING FOR DEVELOPMENTALLY DISABLE PA 501(C)3 170(B)(1)(A)(II) 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 1 0 0 0 0 MARTHA LLOYD COMMUNITY RESIDENTIAL FACILITY INC E 106544 BALANCE OUTSTANDING MARTHA LLOYD SCHOOL INC K 143576 BASED ON DEPRECIATION OF LESSOR MARTHA LLOYD SCHOOL INC M 521750 BASED ON COSTS OF RELATED ORG MARTHA LLOYD COMMUNITY RESIDENTIAL FACILITY INC M 1345773 FEE FOR SERVICE DETERMINED BY BOD MARTHA LLOYD SCHOOL INC E 327753 BALANCE OUTSTANDING