MARTHA LLOYD COMMUNITY RESIDENTIAL… - Form 990 Financial Data

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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 COMMUNITY RESIDENTIAL FACILITY INC, founded in 1928, is a mid-sized nonprofit in the Human Services sector that reported $16.2M in total revenue in fiscal year 2024. Expenses of $15.3M left a modest 6% 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: $9,207,179 Revenue: $10,341,987

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...

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.

Program 2

Expenses: $4,938,998 Revenue: $5,564,587

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...

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.

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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 $10,297

Program Service Revenue $15,906,574

Investment Income $250,121

Other Revenue $24,887

TOTAL REVENUE $16,191,879

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,354,069

Fundraising Expenses $0

Program Expenses $14,146,177

Other Expenses $3,911,795

TOTAL EXPENSES $15,265,864

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,191,879	$16,213,795	0.0%
Expenses	$15,265,864	$14,421,647	+0.1%
Net Income	$926,015	$1,792,148	-0.5%

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

338

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

$572,992

Total Directors

$446,613

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR JANILYN ELIAS	PRESIDENT/CEO - BEGINNING JANUARY 2025	10.00	Officer Director	$0	$0	$0
LISA MUSSELMAN	CEO - THROUGH AUGUST 2024	10.00	Officer Director	$0	$26,582	$164,926
CAROLYN ROBINSON	CRF EXECUTIVE DIRECTOR	37.50	Officer Director	$89,587	$16,451	$106,038
GRETCHEN H MCCLURE	CRF EXECUTIVE DIRECTOR - THROUGH SEPTEMBER 2024	37.50	Officer Director	$101,631	$14,848	$116,479
MICHELE DEEGHAN	CFO - THROUGH JULY 2025	10.00	Officer	$0	$18,206	$126,379
DOUG ULKINS	DIRECTOR PART YEAR - CEO PART YEAR	10.00	Officer Director	$0	$0	$59,170
CYNTHIA PORTER	CHAIR	1.00	Officer Director	$0	$0	$0
GUIRE WEBB	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
MATTHEW LANDIS	SECY/TREAS	1.00	Officer Director	$0	$0	$0
BARRY KETTERER	DIRECTOR	1.00	Director	$0	$0	$0
BONNIE CALKINS	DIRECTOR	1.00	Director	$0	$0	$0
LEE CUMMINGS	DIRECTOR - PART YEAR	1.00	Director	$0	$0	$0
DR ANTHONY GRIPPO	DIRECTOR - PART YEAR	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	$16,191,879	$15,265,864	$10,039,227	$926,015
2024	$16,213,795	$14,421,647	$9,055,683	$1,792,148
2023	$14,730,529	$13,661,029	$7,295,024	$1,069,500
2022	$13,108,536	$12,824,911	$6,661,179	$283,625
2021	$13,418,147	$11,617,243	$6,399,065	$1,800,904
2020	$11,300,504	$11,259,099	$6,096,906	$41,405
2019	$11,871,103	$10,615,369	$3,582,506	$1,255,734

MARTHA LLOYD COMMUNITY RESIDENTIAL FACILITY INC