2023-05-15T17:05:54-05:00 2022-06-30 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990 2021-07-01 741183095 MARBRIDGE FOUNDATION INC MARB 5122821144 PO BOX 2250 MANCHACA TX 78652 CHRIS LYNCH VP-FINANCE 5122821144 2023-05-15 1 CHRIS LYNCH 999009999 SEAN HOLCOMB P01249221 5123703200 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JAMES STACEY PO BOX 2250 MANCHACA TX 78652 22499320 0 X WWW.MARBRIDGE.ORG X 1953 TX MARBRIDGE IS A NON-PROFIT RESIDENTIAL COMMUNITY THAT OFFERS TRANSITIONAL AND LIFETIME CARE TO ADULTS WITH A WIDE RANGE OF COGNITIVE ABILITIES, AND PROVIDES THEM OPPORTUNITIES TO LEARN, EXPERIENCE AND ACHIEVE A WHOLE NEW LIFE.OUR MISSION IS TO HELP ADULTS WITH INTELLECTUAL DISABILITIES REACH THEIR HIGHEST POTENTIAL. MARBRIDGE OFFERS RESIDENTS A UNIQUE FULL SPECTRUM OF RESIDENTIAL CARE AND TRAINING AND PROVIDES THEIR FAMILIES THE SECURITY OF KNOWING THEY CAN HAVE A COLLEGE-LIKE POST SECONDARY LIVING EXPERIENCE OR A LIFE-LONG RESIDENCE.OUR CARE PHILOSOPHY FOCUSES ON ABILITIES, NOT DISABILITIES, AND WE ASSIST RESIDENTS TO GROW AND ACHIEVE THE HIGHEST INDEPENDENCE POSSIBLE. EACH OF OUR FOUR CARE CENTERS PROVIDES A DIFFERENT LEVEL OF CARE, SUPPORT AND GUIDANCE - ALL PREDICATED ON ONE'S LEVEL OF INDEPENDENCE. 9 8 434 288 37968 22671 6665604 7733027 13226658 14122154 230921 158563 173119 432526 20296302 22446270 72986 62335 0 0 12388974 12583502 0 0 773257 5012164 5330902 17474124 17976739 2822178 4469531 30327535 34167358 2528161 2769082 27799374 31398276 MARBRIDGE IS A NON-PROFIT RESIDENTIAL COMMUNITY THAT OFFERS TRANSITIONAL AND LIFETIME CARE TO ADULTS WITH A WIDE RANGE OF COGNITIVE ABILITIES, AND PROVIDES THEM OPPORTUNITIES TO LEARN, EXPERIENCE AND ACHIEVE A WHOLE NEW LIFE. 0 0 14861906 62335 14122154 THE PROGRAM PROVIDES LIFE SKILLS TRAINING AND COMPLETE CARE, INCLUDING FACILITIES, FOOD, MEDICAL AND RECREATIONAL CARE, FOR COGNITIVELY CHALLENGED ADULTS. 14861906 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 44 0 434 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X CHRIS LYNCH 5122821144 2310 BLISS SPILLAR ROAD MANCHACA TX 78652 BH GIDEON TRUSTEE 1.00 X 0 0 0 JAMES F STACEY EXECUTIVE DIRECTOR 40.00 X X 190222 0 14248 JM BELL TRUSTEE 1.00 X 0 0 0 TM O'BRIEN CHAIRMAN 1.00 X X 0 0 0 CD PERRY SECRETARY 1.00 X X 0 0 0 TH LEYDEN TRUSTEE 1.00 X 0 0 0 ST MATTHEWS TRUSTEE 1.00 X 0 0 0 MS MOULTON TREASURER 1.00 X X 0 0 0 JA NICKERSON TRUSTEE 1.00 X 0 0 0 CHRISTOPHER LYNCH VP FINANCE 40.00 X 140829 0 12672 REBECCA MCPHERSON VP DEVELOPMENT 40.00 X 115135 0 11234 SCOTT MCAVOY EXECUTIVE VP OPERATIONS 40.00 X 174191 0 14426 PATRICK D MURRAY DIRECTOR - VILLA 40.00 X 119542 0 12166 739919 0 64746 5 0 1 0 BAILEY ELLIOTT CONSTRUCTION 8320 BEE CAVES ROAD SUITE 200 AUSTIN TX 78746 CONSTRUCTION MANAGEMENT 1107462 SELECT REHABILITATION LLC PO BOX 71985 CHICAGO IL 606941985 THERAPY (OT, ST, PT) 381990 ALLRED MAROKO & GOLDBERG 6300 WILSHIRE BLVD 1500 LOS ANGELES CA 90048 LEGAL SERVICES 252000 3 336160 7396867 52256 7733027 TUITION & FEES 900099 14054364 14054364 MISCELLANEOUS INCOME 900099 66065 66065 LIFETIME CARE INCOME 900099 1725 1725 14122154 21817 21817 392640 37968 354672 39886 0 39886 39886 39886 152646 37150 0 53050 152646 -15900 136746 136746 22446270 14122154 37968 553121 62335 62335 672957 547271 93324 32362 9753381 7931778 1352570 469033 204388 166215 28344 9829 1181074 960489 163788 56797 771702 627574 107017 37111 89540 89540 31325 31325 404884 404884 130324 21328 34956 74040 217602 157599 32050 27953 444460 435097 9363 100131 72614 14394 13123 45620 1216 32647 11757 1105228 1015983 79217 10028 294610 260572 32206 1832 GROCERIES 901198 876798 24400 MEDICAL SERVICES, DRUGS 378248 378248 SUPPLIES 321769 284809 29694 7266 REPAIRS AND MAINTENANCE 240792 153705 86432 655 625171 503391 100309 21471 17976739 14861906 2341576 773257 722071 4476976 4961498 3893185 837793 1994957 345828 517650 69809 11180 31971361 14227212 17142921 17744149 5971801 5271786 41731 23392 234083 234083 30327535 34167358 1487004 1252457 155147 184689 390967 911966 495043 419970 2528161 2769082 X 23410087 23691012 4389287 7707264 27799374 31398276 30327535 34167358 4469531 -870629 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3157505 -373805 80000 2703700 2652497 585008 80000 3157505 2600808 131689 80000 2652497 2388823 247000 35015 2600808 2274750 154073 40000 2388823 0.73682 0.26317 0 1 1 924634 924634 25590267 11085214 14505053 1172626 638504 534122 2354775 1561493 793282 1929059 942001 987058 17744149 RESIDENTS' FUND 419970 419970 21236089 -870629 34253 -373805 -1210181 22446270 0 22446270 18090992 34253 80000 114253 17976739 0 17976739 PART V, LINE 4: THE MFAT (THE ENTITY THAT HOLDS THE ENDOWMENT) WAS ESTABLISHED TO ALLOW THE GRANTING OF FINANCIAL ASSISTANCE TO QUALIFIED AND NEEDY INDIVIDUAL RESIDENTS. DETERMINATIONS OF THE RECIPIENTS AND AMOUNTS OF THE MFAT'S ASSISTANCE AWARDS ARE MADE ON THE BASIS OF REVIEWS OF INDIVIDUAL CIRCUMSTANCES AND FINANCIAL NEED MADE BY THE EXECUTIVE COMMITTEE OF THE FOUNDATION'S BOARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: MARBRIDGE FOUNDATION ASSISTANCE TRUST -373,805. PART XII, LINE 2D - OTHER ADJUSTMENTS: MARBRIDGE FOUNDATION ASSISTANCE TRUST 80,000. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE FOUNDATION PUBLICIZES ITS NONDISCRIMINATION POLICY IN ALL SOLICITATION MEDIA, INCLUDING WEB SITES, PROMOTIONAL BROCHURES, HANDOUTS AND ADMISSIONS PACKAGES. 1 SCHOLARSHIPS 8 62335 SCHEDULE I, PART I, LINE 2 FACILITY MANAGERS WORK WITH FAMILIES STRUGGLING TO PAY CURRENT COSTS. FAMILIES REQUEST ASSISTANCE WITH AN INDEPENDENT ANALYSIS TO CERTIFY NEED. SENIOR MANAGEMENT REVIEWS AND MAKES RECOMMENDATIONS TO THE BOARD FOR FINAL APPROVAL. X X X 0 0 0 0 0 0 0 0 0 JAMES F STACEY EXECUTIVE DIRECTOR 185175 0 980 0 4067 0 7407 0 6841 0 204470 0 0 0 SCOTT MCAVOY EXECUTIVE VP OPERATIONS 173211 0 980 0 0 0 6928 0 7498 0 188617 0 0 0 CHRISTOPHER LYNCH VP FINANCE 139283 0 1066 0 480 0 5571 0 7101 0 153501 0 0 0 X 2 29000 KELLY BLUE BOOK X 1 3227 COMPARABLE SALES X MISCELLANEOUS ITEM 57 20029 COMPARABLE SALES 0 1 0 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: IN ADDITION TO RESIDENTIAL CARE CENTERS, MARBRIDGE ALSO OFFERS SKILLED NURSING CARE AND REHABILITATION THERAPY THROUGH ITS VILLA AND BRIDGES CENTERS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS SENT TO THE FINANCE COMMITTEE FOR REVIEW. ALL TRUSTEES WILL RECEIVE A COPY OF THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES ARE EVALUATED ON AN ANNUAL BASIS BY THE ADMINISTRATIVE COMMITTEE AT WHICH TIME POTENTIAL CONFLICTS OF INTEREST WOULD BE ADDRESSED. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD DETERMINES OFFICER'S WAGES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING AND ORGANIZATIONAL DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS OF SELECTING AN INDEPENDENT ACCOUNTANT AND OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS HAS NOT CHANGED FROM THE PRIOR YEAR. MARBRIDGE MINERALS LLC 2310 BLISS SPILLAR RD MANCHACA TX 78652 811895636 OIL AND GAS INVESTMENT TX 392640 192083 MARBRIDGE FOUNDATION INC MARBRIDGE FOUNDATION ASSISTANCE FUND 2310 BLISS SPILLAR RD MANCHACA TX 787652440 746351323 FINANCIAL ASSISTANCE TO RESIDENTS/STUDENTS OF MARBRIDGE FOUNDATION TX 501(C)(3) LINE 12B, II N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1