Martha Lloyd School INC

Tax-deductible

Troy, PA501(c)(3)Human ServicesEIN 24-0798830Revenue $3.1M in FY2025

On file with the IRSmarthalloyd.org66 Lloyd Ln, 16947-1502 · Troy, PATax-exempt since Jul 1938School — 170(b)(1)(A)(ii)

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To offer individualized opportunities and support to maximize the quality of life for people with developmental disabilities.

501(c)(3) charity; gifts are tax-deductible.
38¢ of each $1 spent went to programs.
Run by 10 volunteers and 24 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $224K a year · 8% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
38%
of spending
Concern: 38% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$306K
to officers and key staff · 11% of spending
Top officer’s pay higher than 66% of similar orgs
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
18 mo
of spending, in cash
Looks good: 17.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $228K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.2M
12% of total assets
Looks good: liabilities are 12% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 11 voting members
Looks good: 10 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.1M
+11% vs prior year
Spent
$2.8M
To programs
38%
Net assets
$9.1M
By yearFY2020–FY2025
Revenue
$3.1M
FY2025▲ +11%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.2M
FY2021$2.5M
FY2022$2.5M
FY2023$2.6M
FY2024$2.8M
FY2025$3.1M
Expenses
$2.8M
FY2025▲ +11%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.6M
FY2021$2.1M
FY2022$2.2M
FY2023$2.4M
FY2024$2.5M
FY2025$2.8M
Net assets
$9.1M
FY2025▲ +4%
Tap a bar for its year
Net assets by fiscal year
FY2020$7.5M
FY2021$7.9M
FY2022$8.2M
FY2023$8.4M
FY2024$8.8M
FY2025$9.1M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1938.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

38 cents of each dollar spent went to programs.

Program services 38% · $1.1M Management & general 62% · $1.7M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990; $306K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
President/CEO - Through August 2024
$138,344Pt VII · Sec A
CFO - Through July 2025
$108,173Pt VII · Sec A
Chair Part Year - CEO Part Year
$59,170Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Lisa Musselman’s $138K as President/CEO - Through August 2024 is at the 66th percentile of top reported officer pay among 3868 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
William E Miller—————$256,173
Lisa Musselman$138,344$173,172$86,132$6,846——
Thomas McDermott———$143,881$143,932$117,701
Michele Deeghan$108,173$94,945$92,556$85,453$84,060$80,713
Doug Ulkins$59,170—————
William Miller———$58,500——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowering individuals with developmental disabilities to maximize their quality of life.

Provided by the organization

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1 program · $1.1M · in their own filed words · FY2024
01

Martha lloyd school, inc. Owns property that it leases to controlled entities and provides administrative and property maintenance services to these controlled entities. Through its controlled entities, providing living arrangements in the community for persons with disabilities who are not capable of living independently.

$1.1Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$228K
Grants paid · 1 grant · $477K · 2019–2019
Martha Lloyd Services INCPA · FY2019$477,047

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$3.1M
Ln 12
Other incomeLn 4–11$1.7M
Fees for servicesLn 2g$1.0M
Gifts and grantsLn 1h$228K
Money outPt IX
$2.8M
Ln 25
Programscol B$1.1M
Managementcol C$1.7M
Owns and owesPt X
$9.1M
net assets · Ln 32
Cash and savingsLn 1–2$4.1M
Total assetsLn 16$10.4M
LiabilitiesLn 26$1.2M
PeoplePt VI, VII
13
listed · VII A
PaidVII A3
Voting boardVI 1a11
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$228K
Fees for servicesLn 2g$1.0M
Investment incomeLn 3$153K
Other incomeLn 4–11$1.7M
Gains on assetsLn 7$8K
Total revenueLn 12$3.1M
Assets in detailPt X, end of year
CashLn 1$600
SavingsLn 2$4.1M
Cash and savings togetherLn 1–2$4.1M
InvestmentsLn 11–13$495K
Land, buildings, equipmentLn 10c$5.1M
Other assetsLn 15$690K
Total assetsLn 16$10.4M
LiabilitiesLn 26$1.2M
Net assetsLn 32$9.1M
OperationsPt I, VI
EmployeesI 524
VolunteersI 610
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$3.5M$4.1M
InvestmentsLn 11–13$484K$495K
Land, buildings, equipmentLn 10c$5.4M$5.1M
Total assetsLn 16$10.0M$10.4M
LiabilitiesLn 26$1.2M$1.2M
Net assetsLn 32$8.8M$9.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$324K$324K
Other salaries and wagesLn 7$891K$221K$671K
Other employee benefitsLn 9$164K$30K$133K
Payroll taxesLn 10$89K$16K$73K
Other fees for servicesLn 11g$44K$25K$19K
Advertising and promotionLn 12$2K$2K
Office expensesLn 13$66K$50K$16K
TravelLn 17$11K$11K
InterestLn 20$25K$25K
Depreciation, depletion and amortizationLn 22$518K$518K
InsuranceLn 23$110K$4K$106K
Other expenses (24a–d)Ln 24$471K$174K$298K
All other expensesLn 24e$64K$13K$51K
Total functional expensesLn 25$2.8M$1.1M$1.7M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $3.1M$2.8M$356K$9.1M 990 PDF
FY2024 $2.8M$2.5M$326K$8.8M 990 PDF
FY2023 $2.6M$2.4M$208K$8.4M 990 PDF
FY2022 $2.5M$2.2M$322K$8.2M 990 PDF
FY2021 $2.5M$2.1M$469K$7.9M 990 PDF
FY2020 $2.2M$2.6M−$337K$7.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $3,135,782 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $210,408$228,357
I-9 Program service revenuePrior year $946,079$1,031,253
I-10 Investment incomePrior year $147,117$153,020
I-11 Other revenuePrior year $1,516,387$1,723,152
I-12 Total revenuePrior year $2,819,991$3,135,782
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,329,877$1,468,181
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,164,005$1,311,608
I-18 Total expensesPrior year $2,493,882$2,779,789
I-19 Revenue less expensesPrior year $326,109$355,993
Part VI · Governance 10 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,135,782 across 7 lines filed
VIII-1d Related organizations$228,357
VIII-1h Total contributions, gifts and grants$228,357
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,031,253$1,031,253
VIII-3 Investment incomeExcluded from tax $144,846$144,846
VIII-7 Net gain or loss on sales of assetsExcluded from tax $8,174$8,174
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,723,152$1,723,152
VIII-12 Total revenueRelated to mission $2,754,405 · Unrelated business $0 · Excluded from tax $153,020$3,135,782
Part IX · Statement of functional expenses $2,779,789 across 13 lines filed
IX-5 Pay of current officers, directors and key staffManagement $324,318$324,318
IX-7 Other salaries and wagesPrograms $220,504 · Management $670,552$891,056
IX-9 Other employee benefitsPrograms $30,253 · Management $133,411$163,664
IX-10 Payroll taxesPrograms $16,399 · Management $72,744$89,143
IX-11g Other fees for servicesPrograms $24,742 · Management $19,213$43,955
IX-12 Advertising and promotionManagement $1,544$1,544
IX-13 Office expensesPrograms $49,857 · Management $16,307$66,164
IX-17 TravelPrograms $11,491$11,491
IX-20 InterestManagement $25,383$25,383
IX-22 Depreciation, depletion and amortizationPrograms $518,310$518,310
IX-23 InsurancePrograms $3,665 · Management $105,893$109,558
IX-24 Other expenses (24a–d)Programs $173,511 · Management $297,655$471,166
IX-24e All other expensesPrograms $12,798 · Management $51,239$64,037
IX-25 Total functional expensesPrograms $1,061,530 · Management $1,718,259 · Fundraising $0$2,779,789
Part X · Balance sheet $10,360,173 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $600$600
X-2 Savings and temporary cash investmentsStart of year $3,520,633$4,053,348
X-9 Prepaid expenses and deferred chargesStart of year $1,798$2,908
X-10c Land, buildings and equipment, netStart of year $5,423,463$5,118,407
X-12 Other securitiesStart of year $484,267$494,741
X-15 Other assetsStart of year $569,374$690,169
X-16 Total assetsStart of year $10,000,135$10,360,173
X-17 Accounts payable and accrued expensesStart of year $173,462$204,835
X-25 Other liabilitiesStart of year $500,000$500,000
X-26 Total liabilitiesStart of year $1,243,144$1,236,714
X-27 Net assets without donor restrictionsStart of year $8,756,991$9,123,459
X-32 Total net assets or fund balancesStart of year $8,756,991$9,123,459
X-33 Total liabilities and net assetsStart of year $10,000,135$10,360,173
Part XI · Reconciliation of net assets $9,123,459 net assets at year end
XI-1 Total revenue$3,135,782
XI-2 Total expenses$2,779,789
XI-3 Revenue less expenses$355,993
XI-4 Net assets at start of year$8,756,991
XI-5 Net unrealized gains (losses) on investments$10,475
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$9,123,459

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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