2025-05-14T11:53:49-05:00 2024-06-30 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 2000 AUSTIN TX 787019682 990 2023-07-01 741183095 MARBRIDGE FOUNDATION INC MARB 5122821144 PO BOX 2250 MANCHACA TX 78652 MICHAEL MOULTON VP-FINANCE 5122821144 2025-05-13 1 0 SHANNON PETERSON P01281287 5123703200 2023 2025-03-06 01:10:19Z SCOTT MCAVOY PO BOX 2250 MANCHACA TX 78652 20304134 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 8 483 215 8520 0 2497127 5077470 14020822 14410054 346720 615884 278799 122341 17143468 20225749 82422 82232 0 0 13217178 14160301 0 0 1166786 6469842 6654381 19769442 20896914 -2625974 -671165 31347519 31129794 2267528 2333637 29079991 28796157 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 17449617 82232 14410054 THE PROGRAM PROVIDES LIFE SKILLS TRAINING AND COMPLETE CARE, INCLUDING FACILITIES, FOOD, MEDICAL AND RECREATIONAL CARE, FOR COGNITIVELY CHALLENGED ADULTS. 17449617 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 49 0 483 1 1 1 0 0 0 0 1 1 0 0 0 1 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 MICHAEL MOULTON 5122821144 2310 BLISS SPILLAR ROAD MANCHACA TX 78652 BH GIDEON TRUSTEE 1.00 X 0 0 0 JAMES F STACEY PRESIDENT, EMERITUS 40.00 X X 183701 0 34011 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 SCOTT MCAVOY EXECUTIVE VICE PRESIDENT 40.00 X X 194456 0 35455 N PHILLIPS TRUSTEE 1.00 X 0 0 0 CHRISTOPHER LYNCH VP FINANCE 40.00 X 153041 0 31431 REBECCA MCPHERSON VP DEVELOPMENT 40.00 X 128211 0 28893 MARCUS S MERCER VP OPERATIONS 40.00 X 134335 0 30140 MEGAN SALYER VP HUMAN RESOURCES 40.00 X 99470 0 24090 PATRICK D MURRAY DIRECTOR - VILLA 40.00 X 121706 0 27842 JANA KAY GREEN DIRECTOR T & E 40.00 X 101080 0 25372 WILL HOERMANN DIRECTOR 40.00 X 100683 0 24443 1216683 0 261677 8 0 1 0 GALE HEALTHCARE P O BOX 4729 WINTER PARK FL 32793 CONTRACT NURSING STAFF 1698799 SHIFTKEY LLC 5221 N OCONNOR BLVD STE 1400 IRVING TX 75039 CONTRACT NURSING STAFF 239230 2 967088 223914 3886468 63797 5077470 TUITION & FEES 900099 14392352 14392352 MISCELLANEOUS INCOME 900099 15597 15597 LIFETIME CARE INCOME 900099 2105 2105 14410054 150635 150635 104911 8520 96391 70646 0 70646 70646 70646 481918 0 16669 481918 -16669 465249 465249 8500 967088 61716 -53216 -53216 20225749 14410054 8520 729705 82232 82232 1077233 881371 142955 52907 11065807 9053821 1468498 543488 172134 140837 22843 8454 971630 794968 128941 47721 873497 714678 115918 42901 2583 2583 42698 42698 989455 989455 274957 22096 1063 251798 226725 166785 28789 31151 499071 490600 8471 106619 64295 23610 18714 46571 35946 10625 1355463 1278660 67409 9394 444173 439016 2991 2166 GROCERIES 912131 887447 24684 SUPPLIES 383166 342766 23755 16645 MEDICAL SERVICES, DRUGS 305474 305474 REPAIRS AND MAINTENANCE 258902 200850 58052 806393 594266 81305 130822 20896914 17449617 2280511 1166786 2931084 2913198 1392444 405902 516676 1498362 426215 428478 11584 14522 36878560 16654696 21287617 20223864 4530715 5125788 17101 14064 234083 505616 31347519 31129794 908756 1031066 181246 339208 831692 748196 345834 215167 2267528 2333637 X 24077529 24334587 5002462 4461570 29079991 28796157 31347519 31129794 -671165 387331 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2844226 75000 209723 100000 3028949 2703700 220526 80000 2844226 3157505 -373805 80000 2703700 2652497 585008 80000 3157505 2600808 131689 80000 2652497 0.68200 0.31800 0 1 1 924634 924634 30054170 12823472 17230698 1543285 779945 763340 2653623 1877148 776475 1702848 1174131 528717 20223864 RESIDENTS' FUND 215167 215167 20965573 387331 6053 346440 739824 20225749 0 20225749 21064684 6053 161717 167770 20896914 0 20896914 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 284,723. SPECIAL EVENT EXPENSE 61,717. PART XII, LINE 2D - OTHER ADJUSTMENTS: MARBRIDGE FOUNDATION ASSISTANCE TRUST 100,000. SPECIAL EVENT EXPENSE 61,717. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 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. SCHEDULE E, PART I, LINE 6 DURING THE YEAR ENDED JUNE 30, 2023 THE FOUNDATION RECEIVED CASH PAYMENTS OF $253,700 FROM THE PUBLIC HEALTH AND SOCIAL SERVICES EMERGENCY FUND ("PROVIDER RELIEF FUND OR "PRF"), ADMINISTERED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES. DURING THE YEARS ENDED JUNE 30, 2024 AND 2023, RESPECTIVELY, THE FOUNDATION RECEIVED CASH PAYMENTS OF $223,914 AND $365,229 FROM THE QUALITY INCENTIVE PAYMENT PROGRAM ("QIPP"), ADMINISTERED BY TEXAS HEALTH AND HUMAN SERVICES. PAYMENTS FROM THE PRF AND QIPP ARE NOT LOANS AND, THEREFORE, THEY ARE NOT SUBJECT TO REPAYMENT. HOWEVER, AS A CONDITION TO RECEIVING THESE FUNDS, PROVIDERS MUST AGREE TO CERTAIN TERMS AND CONDITIONS, INCLUDING, AMONG OTHER THINGS, THAT THE PRF FUNDS ARE BEING USED FOR LOST REVENUES AND UNREIMBURSED COVID-RELATED COSTS AS DEFINED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES. ASK EVENT 975588 967088 8500 22000 27225 12491 975588 967088 8500 22000 27225 12491 61716 -53216 1 SCHOLARSHIP 53 82232 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 X 0 0 0 0 0 0 0 0 0 SCOTT MCAVOY EXECUTIVE VICE PRESIDENT 180938 0 0 0 13518 0 15277 0 20178 0 229911 0 0 0 JAMES F STACEY PRESIDENT, EMERITUS 179634 0 0 0 4067 0 14383 0 19628 0 217712 0 0 0 CHRISTOPHER LYNCH VP FINANCE 152561 0 0 0 480 0 13170 0 18261 0 184472 0 0 0 MARCUS S MERCER VP OPERATIONS 134335 0 0 0 0 0 12728 0 17412 0 164475 0 0 0 REBECCA MCPHERSON VP DEVELOPMENT 124122 0 1172 0 2917 0 12149 0 16744 0 157104 0 0 0 X 1 35575 KELLY BLUE BOOK X 7 7950 COMPARABLE SALES X MISCELLANEOUS ITEM 82 20271 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 104911 463616 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