MARTHA LLOYD SCHOOL INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1928

Legal Domicile

Principal Officer

CHRISTINA THOMAS

Phone

5702972185

Tax Period

2024-07-01 to 2025-06-30

MARTHA LLOYD SCHOOL INC, founded in 1928, is a community nonprofit in the Human Services sector that reported $3.1M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $2.8M left a modest 11% surplus.

Mission

TO OFFER INDIVIDUALIZED OPPORTUNITIES AND SUPPORT TO MAXIMIZE THE QUALITY OF LIFE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES.

Program Service Accomplishments

Program 1

Expenses: $1,061,530 Revenue: $1,031,253

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...

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. 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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $228,357

Program Service Revenue $1,031,253

Investment Income $153,020

Other Revenue $1,723,152

TOTAL REVENUE $3,135,782

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,468,181

Fundraising Expenses $0

Program Expenses $1,061,530

Other Expenses $1,311,608

TOTAL EXPENSES $2,779,789

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,135,782	$2,819,991	+0.1%
Expenses	$2,779,789	$2,493,882	+0.1%
Net Income	$355,993	$326,109	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$350,475

Total Directors

$224,096

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANILYN ELIAS	PRESIDENT/CEO BEGINNING JANUARY 2025	28.00	Officer Director	$0	$0	$0
LISA MUSSELMAN	PRESIDENT/CEO - THROUGH AUGUST 2024	28.00	Officer Director	$138,344	$26,582	$164,926
DOUG ULKINS	CHAIR PART YEAR - CEO PART YEAR	1.00	Officer Director	$59,170	$0	$59,170
MICHELE DEEGHAN	CFO - THROUGH JULY 2025	28.00	Officer	$108,173	$18,206	$126,379
DR ANTHONY GRIPPO	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
MATTHEW LANDIS	TREASURER	1.00	Officer Director	$0	$0	$0
MARSHA MELKONIAN	SECRETARY	1.00	Officer Director	$0	$0	$0
GUIRE WEBB	DIRECTOR	1.00	Director	$0	$0	$0
CASANDRA BLANEY ESQ	DIRECTOR	1.00	Director	$0	$0	$0
DWIGHT MCCULLOUGH	DIRECTOR	1.00	Director	$0	$0	$0
G PETER MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
DR JANEEN SHEEHE	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA PORTER	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$3,135,782	$2,779,789	$10,360,173	$355,993
2024	$2,819,991	$2,493,882	$10,000,135	$326,109
2023	$2,595,069	$2,386,714	$9,702,528	$208,355
2022	$2,502,771	$2,180,326	$9,186,988	$322,445
2021	$2,536,356	$2,066,981	$9,036,225	$469,375
2020	$2,244,218	$2,581,349	$8,849,810	$-337,131
2019	$2,234,822	$2,156,307	$9,201,399	$78,515