Martha Lloyd School Inc
Public records show a registered, tax-exempt organization in good standing.
Points to look into
- Only 38% of its spending went to programs.
These come from the organization's own tax return. There may be a good explanation; ask the charity.
What it says it does
TO OFFER INDIVIDUALIZED OPPORTUNITIES AND SUPPORT TO MAXIMIZE THE QUALITY OF LIFE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES.
- Income
- $3.1 million
- Spending
- $2.8 million
- Spent on programs
- 38%
- Reserves
- 17.3 months of spending
- Largest source of income
- other income, 55%
- Employees
- 20
- Volunteers
- 10
- Highest pay
- $164,926, president/ceo - through august 2024
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Good: 85 out of 100. Higher than 67% of charities in its peer group (human services, $1m to $10m).
Reserves
35 of 35Spendable reserves would cover 17.3 months of spending.
Debt
20 of 20It owes 12% of what it owns.
Living within its means
15 of 15Income exceeded spending by 11% of income.
Income trend
15 of 15Income rose 11% on the year before.
Spending floor
0 of 1538% of spending went to programs and raising each dollar of donations cost 0 cents.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 100 out of 100. Higher than 65% of charities in its peer group (human services, $1m to $10m).
Independent board
25 of 2510 of 11 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Pay set independently
5 of 5Sets its chief executive's pay through independent review and comparison.
Independent check of accounts
15 of 15Its accounts were audited by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (1)
- $1.1 million spent. 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.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since July 1938.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.