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Martha Lloyd School INC FY2020 filing

Tax-deductible

Troy, PA501(c)(3)Human Services EIN 24-0798830Revenue $2.2M in FY2020Latest return filed Jan 31, 2026

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.
52¢ of each $1 spent went to programs.
$455K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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
52%
of spending
Worth a look: 52% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$455K
to officers and key staff · 18% of spending
Fine: pay to officers and key staff is 18% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
10 mo
of spending, in cash
Looks good: 10.4 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
$1.4M
16% of total assets
Looks good: liabilities are 16% 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
$2.2M
Spent
$2.6M
To programs
52%
Net assets
$7.5M
By yearFY2020–FY2025
Revenue
$2.2M
FY2020
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
$2.6M
FY2020
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
$7.5M
FY2020
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 FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

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

52 cents of each dollar spent went to programs.

Program services 52% · $1.3M Management & general 48% · $1.2M

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; $455K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
William E Miller
President/CEO Through August 2019
$256,173Pt VII · Sec A
Thomas McDermott
President/CEO
$117,701Pt VII · Sec A
$80,713Pt VII · Sec A
Henry Dunn
Secretary
$0Pt VII · Sec A
Doug Ulkins
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.

See Martha Lloyd School INC executive salaries →

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.

Questions for Martha Lloyd School INC

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1 program · $1.3M · in their own filed words · FY2019
01

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.

$1.3Mprogram 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
Martha Lloyd Services INCFY2024$228K
Total grants receivedfrom 1 funder$228K
Grants paid · 1 grant · $477K · 2019–2019
Martha Lloyd Services INCPA · FY2019$477,047

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.2M
Ln 12
Other incomeLn 4–11$1.2M
Fees for servicesLn 2g$853K
Gifts and grantsLn 1h$122K
Money outPt IX
$2.6M
Ln 25
Programscol B$1.3M
Managementcol C$1.2M
Owns and owesPt X
$7.5M
net assets · Ln 32
Cash and savingsLn 1–2$2.2M
Total assetsLn 16$8.8M
LiabilitiesLn 26$1.4M
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$122K
Fees for servicesLn 2g$853K
Investment incomeLn 3$42K
Other incomeLn 4–11$1.2M
Total revenueLn 12$2.2M
Assets in detailPt X, end of year
CashLn 1$2K
SavingsLn 2$2.2M
Cash and savings togetherLn 1–2$2.2M
Prepaid expenses and deferred chargesLn 9$2K
Land, buildings, equipmentLn 10c$5.5M
InvestmentsLn 11–13$521K
Other assetsLn 15$572K
Total assetsLn 16$8.8M
LiabilitiesLn 26$1.4M
Net assetsLn 32$7.5M
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 FY20End FY20
Cash and savingsLn 1–2$1.7M$2.2M
InvestmentsLn 11–13$500K$521K
Land, buildings, equipmentLn 10c$5.6M$5.5M
Total assetsLn 16$9.2M$8.8M
LiabilitiesLn 26$1.4M$1.4M
Net assetsLn 32$7.8M$7.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$477K$477K
Pay of current officers, directors and key staffLn 5$304K$304K
Other salaries and wagesLn 7$621K$154K$466K
Other employee benefitsLn 9$147K$33K$113K
Payroll taxesLn 10$71K$12K$59K
Other fees for servicesLn 11g$31K$24K$7K
Advertising and promotionLn 12$36$36
Office expensesLn 13$41K$26K$14K
TravelLn 17$9K$9K
InterestLn 20$24K$24K
Depreciation, depletion and amortizationLn 22$447K$447K
InsuranceLn 23$59K$4K$56K
Other expenses (24a–d)Ln 24$356K$187K$169K
All other expensesLn 24e−$5K−$31K$26K
Total functional expensesLn 25$2.6M$1.3M$1.2M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Jan 31, 2026 $3.1M$2.8M$356K$9.1M 990 PDF
FY2024Filed with the IRS Jan 15, 2025 $2.8M$2.5M$326K$8.8M 990 PDF
FY2023Filed with the IRS Jan 24, 2024 $2.6M$2.4M$208K$8.4M 990 PDF
FY2022Filed with the IRS Jan 30, 2023 $2.5M$2.2M$322K$8.2M 990 PDF
FY2021Filed with the IRS Jan 11, 2022 $2.5M$2.1M$469K$7.9M 990 PDF
FY2020 ViewingFiled with the IRS Jan 30, 2021 $2.2M$2.6M−$337K$7.5M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $2,244,218 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $127,866$122,175
I-9 Program service revenuePrior year $860,916$852,612
I-10 Investment incomePrior year $33,020$42,482
I-11 Other revenuePrior year $1,213,020$1,226,949
I-12 Total revenuePrior year $2,234,822$2,244,218
I-13 Grants and similar amounts paidPrior year $0$477,047
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,221,826$1,141,822
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $934,481$962,480
I-18 Total expensesPrior year $2,156,307$2,581,349
I-19 Revenue less expensesPrior year $78,515−$337,131
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 $2,244,218 across 7 lines filed
VIII-1d Related organizations$122,175
VIII-1h Total contributions, gifts and grants$122,175
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $852,612$852,612
VIII-3 Investment incomeExcluded from tax $42,482$42,482
VIII-6 Net rental income or lossExcluded from tax −$35,822−$35,822
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,262,771$1,262,771
VIII-12 Total revenueRelated to mission $2,115,383 · Unrelated business $0 · Excluded from tax $6,660$2,244,218
Part IX · Statement of functional expenses $2,581,349 across 14 lines filed
IX-1 Grants to domestic organizationsPrograms $477,047$477,047
IX-5 Pay of current officers, directors and key staffManagement $303,528$303,528
IX-7 Other salaries and wagesPrograms $154,467 · Management $466,170$620,637
IX-9 Other employee benefitsPrograms $33,310 · Management $113,411$146,721
IX-10 Payroll taxesPrograms $12,221 · Management $58,715$70,936
IX-11g Other fees for servicesPrograms $23,694 · Management $7,270$30,964
IX-12 Advertising and promotionManagement $36$36
IX-13 Office expensesPrograms $26,340 · Management $14,169$40,509
IX-17 TravelPrograms $8,894$8,894
IX-20 InterestManagement $23,927$23,927
IX-22 Depreciation, depletion and amortizationPrograms $447,378$447,378
IX-23 InsurancePrograms $3,535 · Management $55,810$59,345
IX-24 Other expenses (24a–d)Programs $186,987 · Management $168,993$355,980
IX-24e All other expensesPrograms −$30,533 · Management $25,980−$4,553
IX-25 Total functional expensesPrograms $1,343,340 · Management $1,238,009 · Fundraising $0$2,581,349
Part X · Balance sheet $8,849,810 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $1,596$1,596
X-2 Savings and temporary cash investmentsStart of year $1,729,329$2,236,830
X-9 Prepaid expenses and deferred chargesStart of year $2,080$2,474
X-10c Land, buildings and equipment, netStart of year $5,643,237$5,515,425
X-12 Other securitiesStart of year $500,423$521,474
X-15 Other assetsStart of year $845,650$572,011
X-16 Total assetsStart of year $9,201,399$8,849,810
X-17 Accounts payable and accrued expensesStart of year $107,899$109,669
X-23 Secured mortgages and notes payableStart of year $795,357$551,329
X-24 Unsecured notes and loans payable$227,800
X-25 Other liabilitiesStart of year $500,000$500,000
X-26 Total liabilitiesStart of year $1,403,256$1,388,798
X-27 Net assets without donor restrictionsStart of year $7,798,143$7,461,012
X-32 Total net assets or fund balancesStart of year $7,798,143$7,461,012
X-33 Total liabilities and net assetsStart of year $9,201,399$8,849,810
Part XI · Reconciliation of net assets $7,461,012 net assets at year end
XI-1 Total revenue$2,244,218
XI-2 Total expenses$2,581,349
XI-3 Revenue less expenses−$337,131
XI-4 Net assets at start of year$7,798,143
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$7,461,012

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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