2026-01-31T07:32:55-06:00 2025-06-30 161092347 MENGEL METZGER BARR & CO LLP 333 EAST WATER ST STE 200 ELMIRA NY 14901 990 2024-07-01 251459614 MARTHA LLOYD COMMUNITY RESIDENTIAL FACILITY INC MART 5702972185 66 LLOYD LANE TROY PA 16947 CHRISTINA THOMAS CFO 5702972185 2026-01-20 1 1 KATHERINE E STICKLER CPA P00385238 6077344183 2026-01-20 2024 2025-03-06 01:10:19Z CHRISTINA THOMAS 66 LLOYD LANE TROY PA 16947 16191879 0 X N/A X 1928 PA COMMUNITY LIVING ARRANGEMENT AND LIFE SKILLS TRAINING FOR DEVELOPMENTALLY DISABLED. 8 6 338 8 0 0 322405 10297 15636423 15906574 221966 250121 33001 24887 16213795 16191879 0 0 0 0 10684068 11354069 0 0 0 3737579 3911795 14421647 15265864 1792148 926015 9055683 10039227 1246033 1303562 7809650 8735665 TO OFFER INDIVIDUALIZED OPPORTUNITIES AND SUPPORT TO MAXIMIZE THE QUALITY OF LIFE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. 0 0 9207179 10341987 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. MANY ELDERLY PERSONS LIVE IN THE RESIDENTIAL SETTINGS, SOME IN SPECIALLY DESIGNED 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. THIS PROGRAM INCLUDES PROVIDING SERVICES TO ELDERLY PERSONS, BOTH NON-HANDICAPPED AND HANDICAPPED. 4938998 5564587 PROVIDING TRAINING PROGRAMS FOR PERSONS WITH DEVELOPMENTAL DISABILITIES. THESE INCLUDE LIFE SKILLS TRAINING. THESE PROGRAMS INCLUDE PROVIDING SERVICES TO ELDERLY PERSONS, INCLUDING OLDER ADULT DAY CARE SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES AND SENIOR CENTER SERVICES FOR ELDERLY PERSONS WITHOUT HANDICAPS. 14146177 1 1 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 5 0 1 338 1 0 0 0 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 INC 5702972185 66 LLOYD LANE TROY PA 16947 DR JANILYN ELIAS PRESIDENT/CEO - BEGINNING JANUARY 2025 10.00 28.00 X X 0 0 0 LISA MUSSELMAN CEO - THROUGH AUGUST 2024 10.00 28.00 X X 0 138344 26582 CAROLYN ROBINSON CRF EXECUTIVE DIRECTOR 37.50 X X 89587 0 16451 GRETCHEN H MCCLURE CRF EXECUTIVE DIRECTOR - THROUGH SEPTEMBER 2024 37.50 X X 101631 0 14848 MICHELE DEEGHAN CFO - THROUGH JULY 2025 10.00 28.00 X 0 108173 18206 DOUG ULKINS DIRECTOR PART YEAR - CEO PART YEAR 10.00 28.00 X X 0 59170 0 CYNTHIA PORTER CHAIR 1.00 X X 0 0 0 GUIRE WEBB VICE-CHAIR 1.00 X X 0 0 0 MATTHEW LANDIS SECY/TREAS 1.00 X X 0 0 0 BARRY KETTERER DIRECTOR 1.00 X 0 0 0 BONNIE CALKINS DIRECTOR 1.00 X 0 0 0 LEE CUMMINGS DIRECTOR - PART YEAR 1.00 X 0 0 0 DR ANTHONY GRIPPO DIRECTOR - PART YEAR 1.00 X 0 0 0 191218 305687 76087 1 0 1 0 0 10297 10297 FEES FROM GOVERNMENT AGENCIES 623990 13206180 13206180 TUITION/FEES 623990 2647262 2647262 SALES & CONTRACT REVENU 623990 53132 53132 15906574 250121 250121 OTHER INCOME 623990 24887 24887 24887 16191879 15931461 0 250121 161945 161945 8785585 8785585 1720509 1720509 686030 686030 669293 669293 11248 11248 51922 51922 622127 622127 191 191 1507880 388193 1119687 95694 95694 86630 86630 FOOD SERVICES 334625 334625 WORKERS COMPENSATION 116255 116255 TRANSPORTATION 104973 104973 PROGRAM SUPPLIES 100909 100909 210048 210048 15265864 14146177 1119687 0 850 850 7374216 8065160 1068309 1371899 25921 22998 22536 28597 1210015 869671 353665 340344 210186 209379 9055683 10039227 958844 1009977 29523 7000 257666 286585 1246033 1303562 X 7809650 8735665 7809650 8735665 9055683 10039227 926015 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 91204 91204 0 1118811 778467 340344 340344 DUE TO AFFILIATED ENTITY 185793 CLIENT FUNDS 67512 OPERATING LEASE LIABILITY 33280 286585 X 16191879 0 16191879 0 16191879 15265864 0 15265864 0 15265864 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 POLICY IS PUBLISHED ANNUALLY IN A LOCAL NEWSPAPER. IT IS ALSO IN ALL COMPANY BROCHURES. X 0 0 0 0 0 0 0 0 0 LISA MUSSELMAN CEO - THROUGH AUGUST 2024 0 138344 0 0 0 0 0 2859 0 23723 0 164926 0 0 FORM 990, PART II, SIGNATURE OF OFFICER CHRISTINA THOMAS, CFO, STARTED WITH THE ORGANIZATION IN SEPTEMBER 2025. 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 COMPENSATION IS DISCUSSED WITH A SUPERVISOR AND SUBSTANTIATED BY A PERSONAL CHANGE FORM. FORM 990, PART VI, SECTION C, LINE 18 ALL DOCUMENTS MADE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS MADE AVAILABLE UPON REQUEST. FORM 990, PARTY XII, LINE 2C PROCESS HAS NOT CHANGED FROM PRIOR YEAR. 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 SERVICES INC 66 LLOYD LANE TROY PA 16947 251789856 PRIVATE FOUNDATION PA 501(C)(3) PRIVATE FOUNDATION 0 MARTHA LLOYD ICF FOR INTELLECTUAL DISABILITIES INC 66 LLOYD LANE TROY PA 16947 251459611 PROVIDE LIVING ARRRANGEMENTS IN THE COMMUNITY FOR PERSONS WITH DISABILITIES PA 501(C)(3) 170(B)(1)(A)(II) 0 0 0 1 1 1 0 0 0 0 0 1 1 1 0 1 0 0 0 0 MARTHA LLOYD SERVICES INC C 10297 CASH AMOUNT TRANSFERRED MARTHA LLOYD ICF FOR INTELLECTUAL DISABILITIES INC D 108587 OUTSTANDING BALANCE OWED MARTHA LLOYD SCHOOL INC K 384705 BASED ON DEPRECIATION OF LESSOR MARTHA LLOYD SCHOOL INC E 185793 OUTSTANDING BALANCE OWED MARTHA LLOYD ICF FOR INTELLECTUAL DISABILITIES INC L 1385718 FEE FOR SERVICE ESTABLISHED BY TH MARTHA LLOYD SCHOOL INC M 1507880 BASED ON COSTS OF RELATED ORG MARTHA LLOYD SERVICES INC C 89698 PROGRAM FEE ASSISTANCE