2025-01-15T12:21:54-06:00 2024-06-30 161092347 MENGEL METZGER BARR & CO LLP 333 EAST WATER ST STE 200 ELMIRA NY 14901 990 2023-07-01 240798830 MARTHA LLOYD SCHOOL 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 2819991 0 X HTTP://MARTHALLOYD.ORG X 1928 PA TO OFFER INDIVIDUALIZED OPPORTUNITIES AND SUPPORT TO MAXIMIZE THE QUALITY OF LIFE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. 12 10 17 12 0 0 115071 210408 932449 946079 33694 147117 1513855 1516387 2595069 2819991 0 0 0 0 1258853 1329877 0 0 0 1127861 1164005 2386714 2493882 208355 326109 9702528 10000135 1280859 1243144 8421669 8756991 X TO OFFER INDIVIDUALIZED OPPORTUNITIES AND SUPPORT TO MAXIMIZE THE QUALITY OF LIFE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. 0 0 971227 946079 THROUGH ITS CONTROLLED ENTITIES, PROVIDING LIVING ARRANGEMENTS IN THE COMMUNITY FOR PERSONS WITH DISABILITIES WHO ARE NOT CAPABLE OF LIVING INDEPENDENTLY. MARTHA LLOYD SCHOOL PROVIDES FACILITY AND MAINTENENCE SERVICES. THE AGE OF THE PERSON IS NOT RESTRICTED. MANY ELDERLY PERSONS LIVE IN MARTHA LLOYD RESIDENTIAL SETTINGS, SOME IN SPECIALLY DESIGNATED HOUSING THAT ALLOWS THEM TO STAY UNTIL END OF LIFE. PERSONS UNDER AGE 15 ARE NOT ENCOURAGED TO MOVE INTO RESIDENTIAL ARRANGEMENTS IF THEY HAVE VIABLE FAMILIES. ONE HUNDRED AND SEVEN PERSONS ARE SERVICED IN THESE PROGRAMS. THROUGH ITS CONTROLLED ENTITIES, PROVIDING TRAINING PROGRAMS FOR PERSONS WITH DEVELOPMENTAL DISABILITIES. THESE INCLUDE LIFE SKILLS TRAINING AND SCHOOL TO WORK TRANSITION. ONE HUNDRED AND SIXTY PERSONS ARE SERVED IN THESE PROGRAMS. SERVICES ARE ALSO PROVIDED TO ELDERLY PERSONS, BOTH NON-HANDICAPPED AND HANDICAPPED. THESE SERVICES INCLUDE OLDER ADULT DAY CARE SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES AND SENIOR CENTER SERVICES FOR ELDERLY PERSONS WITHOUT HANDICAPS. TWENTY THREE PERSONS ARE SERVED IN THESE PROGRAMS. 971227 1 1 0 0 0 0 0 1 0 0 1 0 0 1 1 1 0 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 1 0 0 0 1 1 0 1 17 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 10 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 INC 5702972185 66 LLOYD LANE TROY PA 16947 LISA MUSSELMAN PRESIDENT/CEO 28.00 10.00 X X 173172 0 37152 DOUG ULKINS CHAIR 1.00 X X 0 0 0 DR ANTHONY GRIPPO VICE-CHAIR 1.00 X X 0 0 0 MATTHEW LANDIS TREASURER 1.00 X X 0 0 0 MARSHA MELKONIAN SECRETARY 1.00 X X 0 0 0 GUIRE WEBB DIRECTOR 1.00 X 0 0 0 CASANDRA BLANEY ESQ DIRECTOR 1.00 X 0 0 0 DWIGHT MCCULLOUGH DIRECTOR 1.00 X 0 0 0 G PETER MORRIS DIRECTOR 1.00 X 0 0 0 DR JANEEN SHEEHE DIRECTOR 1.00 X 0 0 0 CYNTHIA PORTER DIRECTOR 1.00 X 0 0 0 HENRY DUNN DIRECTOR - PART YEAR 1.00 X 0 0 0 BARRY KETTERER DIRECTOR - PART YEAR 1.00 X 0 0 0 MICHELE DEEGHAN CFO 28.00 10.00 X 94945 0 17122 268117 0 54274 1 0 1 0 0 210408 210408 RENT - AFFILIATES 623990 531881 531881 MAINTENANCE FEE TO AFF 623990 414198 414198 946079 147117 147117 MANAGEMENT FEE INCOME 623990 1478388 1478388 OTHER INCOME 623990 35540 35540 MEDICAL INSURANCE RECO 623990 2459 2459 1516387 2819991 2462466 0 147117 303560 303560 781499 200901 580598 167509 27182 140327 77309 14783 62526 45110 33199 11911 60336 40345 19991 18984 18984 26958 26958 513939 513939 75224 3034 72190 DATA PROCESSING 156525 156525 REPAIRS AND MAINTENANCE 122036 116171 5865 MISCELLANEOUS 63857 -1994 65851 RETIREMENT PLAN ADMINIS 29700 29700 51336 4683 46653 2493882 971227 1522655 0 600 600 1864702 3520633 24552 1798 13134131 7710668 5703746 5423463 1475054 484267 633874 569374 9702528 10000135 174950 173462 605909 569682 500000 500000 1280859 1243144 X 8421669 8756991 8421669 8756991 9702528 10000135 326109 9213 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 43920 X 0 101884 101884 10178924 5763404 4415520 801136 555899 245237 2052187 1391365 660822 5423463 DUE FROM AFFILIATED ENTITIES 478730 CONSTRUCTION IN PROCESS 19224 WORKS OF ART 43920 OTHER ASSETS 27500 569374 HOME GRANT LIABILITY 500000 500000 X PART III, LINE 4: FURNITURE, FIXTURES AND PAINTINGS 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 173172 0 0 0 0 0 3601 0 33551 0 210324 0 0 0 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. 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 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 MARTHA LLOYD ICF FOR INTELLECTUAL DISABILITIES INC 66 LLOYD LANE TROY PA 16947 251459611 LIVING ARRANGEMENTS FOR PERSONS WITH DISABILITIES PA 501(C)(3) 170(B)(1)(A)(II) 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 MARTHA LLOYD SERVICES INC C 210408 CASH PAYMENT MARTHA LLOYD COMMUNITY RESIDENTIAL FACILITY INC D 147595 BALANCE OUTSTANDING MARTHA LLOYD ICF FOR INTELLECTUAL DISABILITIES INC A 143576 BASED ON DEPRECIATION MARTHA LLOYD ICF FOR INTELLECTUAL DISABILITIES INC L 521750 BASED ON COSTS MARTHA LLOYD COMMUNITY RESIDENTIAL FACILITY INC L 1350667 BASED ON COSTS MARTHA LLOYD COMMUNITY RESIDENTIAL FACILITY INC A 388305 BASED ON DEPRECIATION MARTHA LLOYD ICF FOR INTELLECTUAL DISABILITIES INC D 327753 BALANCE OUTSTANDING