MARBRIDGE FOUNDATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARBRIDGE FOUNDATION INC (EIN 74-1183095)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-13
- IRS object ID
- 202221339349307552
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T15:25:06-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742900215 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAXWELL LOCKE & RITTER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CONGRESS AVENUE SUITE 1100 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787019682 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741183095 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARBRIDGE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARB | BusinessNameControlTxt |
| Phone | 5122821144 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2250 | AddressLine1Txt |
| City | MANCHACA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78652 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS LYNCH | PersonNm |
| Person Title | VP-FINANCE | PersonTitleTxt |
| Phone | 5122821144 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRIS | PersonFirstNm |
| Person Last | LYNCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SEAN HOLCOMB | PreparerPersonNm |
| PTIN | P01249221 | PTIN |
| Phone | 5123703200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES STACEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2250 | AddressLine1Txt |
| City | MANCHACA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78652 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,296,923 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MARBRIDGE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 434 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $19,069 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $12,479 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,925,903 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,665,604 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,413,308 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,226,658 | CYProgramServiceRevenueAmt |
| PY Investment Income | $64,035 | PYInvestmentIncomeAmt |
| CY Investment Income | $230,921 | CYInvestmentIncomeAmt |
| PY Other Revenue | $210,442 | PYOtherRevenueAmt |
| CY Other Revenue | $173,119 | CYOtherRevenueAmt |
| PY Total Revenue | $16,613,688 | PYTotalRevenueAmt |
| CY Total Revenue | $20,296,302 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $103,142 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $72,986 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,191,334 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,388,974 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $711,897 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,944,584 | PYOtherExpensesAmt |
| CY Other Expenses | $5,012,164 | CYOtherExpensesAmt |
| PY Total Expenses | $16,239,060 | PYTotalExpensesAmt |
| CY Total Expenses | $17,474,124 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $374,628 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,822,178 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,617,019 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,327,535 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,670,875 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,528,161 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,946,144 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,799,374 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,549,569 | ExpenseAmt |
| Grant | $72,986 | GrantAmt |
| Revenue | $13,226,658 | RevenueAmt |
| Desc | THE PROGRAM PROVIDES LIFE SKILLS TRAINING AND COMPLETE CARE, INCLUDING FACILITIES, FOOD, MEDICAL AND RECREATIONAL CARE, FOR COGNITIVELY CHALLENGED ADULTS. | Desc |
| Total Program Service Expenses | $14,549,569 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 44 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 434 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRIS LYNCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5122821144 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2310 BLISS SPILLAR ROAD | AddressLine1Txt |
| City | MANCHACA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78652 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BH GIDEON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES F STACEY | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $189,985 | $0 | $21,565 | Yes (X) | |
| JM BELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TM O'BRIEN | |||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CD PERRY | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TH LEYDEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ST MATTHEWS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEIGH CHRISTIE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS MOULTON | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JA NICKERSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER LYNCH | |||||||
| VP FINANCE | 40.00 | $143,694 | $0 | $17,869 | Yes (X) | ||
| REBECCA MCPHERSON | |||||||
| VP DEVELOPMENT | 40.00 | $113,343 | $0 | $16,875 | Yes (X) | ||
| SCOTT MCAVOY | |||||||
| EXECUTIVE VP OPERATIONS | 40.00 | $171,263 | $0 | $17,816 | Yes (X) | ||
| PATRICK D MURRAY | |||||||
| DIRECTOR - VILLA | 40.00 | $114,961 | $0 | $17,589 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $733,246 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $91,714 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BAILEY ELLIOTT CONSTRUCTION | |||||
| 8320 BEE CAVES ROAD SUITE 200 | AUSTIN | TX | 78746 | CONSTRUCTION MANAGEMENT | $440,902 |
| SELECT REHABILITATION LLC | |||||
| PO BOX 71985 | CHICAGO | IL | 606941985 | THERAPY (OT, ST, PT) | $240,724 |
| REHABCARE GROUP EAST INC | |||||
| PO BOX 503534 | ST LOUIS | MO | 631503534 | THERAPY (OT, ST, PT) | $199,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,604,561 | GovernmentGrantsAmt |
| All Other Contributions | $4,061,043 | AllOtherContributionsAmt |
| Noncash Contributions | $14,856 | NoncashContributionsAmt |
| Total Contributions | $6,665,604 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 900099 | $13,156,302 | $13,156,302 |
| MISCELLANEOUS INCOME | 900099 | $68,795 | $68,795 |
| LIFETIME CARE INCOME | 900099 | $1,561 | $1,561 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,226,658 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,076 | TotalRevenueColumnAmt |
| Exclusion | $31,076 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $143,474 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $19,069 | UnrelatedBusinessRevenueAmt |
| Exclusion | $124,405 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $29,645 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $29,645 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,645 | TotalRevenueColumnAmt |
| Exclusion | $29,645 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $191,278 | SecuritiesAmt |
| Other | $9,188 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $621 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $191,278 | SecuritiesAmt |
| Other | $8,567 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $199,845 | TotalRevenueColumnAmt |
| Exclusion | $199,845 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,296,302 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,226,658 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $19,069 | UnrelatedBusinessRevenueAmt |
| Exclusion | $384,971 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,986 | TotalAmt |
| Program Services | $72,986 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $692,410 | TotalAmt |
| Program Services | $559,691 | ProgramServicesAmt |
| Management And General | $101,268 | ManagementAndGeneralAmt |
| Fundraising | $31,451 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,651,877 | TotalAmt |
| Program Services | $7,801,828 | ProgramServicesAmt |
| Management And General | $1,411,631 | ManagementAndGeneralAmt |
| Fundraising | $438,418 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,343 | TotalAmt |
| Program Services | $154,667 | ProgramServicesAmt |
| Management And General | $27,985 | ManagementAndGeneralAmt |
| Fundraising | $8,691 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,086,974 | TotalAmt |
| Program Services | $878,625 | ProgramServicesAmt |
| Management And General | $158,975 | ManagementAndGeneralAmt |
| Fundraising | $49,374 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $766,370 | TotalAmt |
| Program Services | $619,474 | ProgramServicesAmt |
| Management And General | $112,085 | ManagementAndGeneralAmt |
| Fundraising | $34,811 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Management And General | $2,500 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,263 | TotalAmt |
| Management And General | $36,263 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,937 | TotalAmt |
| Program Services | $297,654 | ProgramServicesAmt |
| Management And General | $283 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,072 | TotalAmt |
| Program Services | $27,352 | ProgramServicesAmt |
| Management And General | $1,336 | ManagementAndGeneralAmt |
| Fundraising | $32,384 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,308 | TotalAmt |
| Program Services | $154,680 | ProgramServicesAmt |
| Management And General | $30,024 | ManagementAndGeneralAmt |
| Fundraising | $26,604 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,471 | TotalAmt |
| Program Services | $403,218 | ProgramServicesAmt |
| Management And General | $9,253 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,111 | TotalAmt |
| Program Services | $17,886 | ProgramServicesAmt |
| Management And General | $14,546 | ManagementAndGeneralAmt |
| Fundraising | $4,679 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,733 | TotalAmt |
| Program Services | $2,827 | ProgramServicesAmt |
| Management And General | $14,750 | ManagementAndGeneralAmt |
| Fundraising | $11,156 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,067,289 | TotalAmt |
| Program Services | $974,670 | ProgramServicesAmt |
| Management And General | $84,232 | ManagementAndGeneralAmt |
| Fundraising | $8,387 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,361 | TotalAmt |
| Program Services | $234,358 | ProgramServicesAmt |
| Management And General | $24,292 | ManagementAndGeneralAmt |
| Fundraising | $1,711 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| GROCERIES | $832,475 | $812,159 | $20,316 | |
| MEDICAL SERVICES, DRUGS | $783,437 | $783,437 | ||
| SUPPLIES | $283,814 | $269,549 | $12,242 | $2,023 |
| REPAIRS AND MAINTENANCE | $194,863 | $123,668 | $70,309 | $886 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $502,530 | TotalAmt |
| Program Services | $360,840 | ProgramServicesAmt |
| Management And General | $80,368 | ManagementAndGeneralAmt |
| Fundraising | $61,322 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,474,124 | TotalAmt |
| Program Services | $14,549,569 | ProgramServicesAmt |
| Management And General | $2,212,658 | ManagementAndGeneralAmt |
| Fundraising | $711,897 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,661,820 | BOYAmt |
| EOY | $722,071 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $860,074 | BOYAmt |
| EOY | $4,961,498 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,185 | BOYAmt |
| EOY | $837,793 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $455,451 | BOYAmt |
| EOY | $345,828 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,864 | BOYAmt |
| EOY | $69,809 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $30,504,912 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,361,991 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,265,299 | BOYAmt |
| EOY | $17,142,921 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,608,392 | BOYAmt |
| EOY | $5,971,801 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,851 | BOYAmt |
| EOY | $41,731 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,083 | BOYAmt |
| EOY | $234,083 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,617,019 | BOYAmt |
| EOY | $30,327,535 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $878,235 | BOYAmt |
| EOY | $1,487,004 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,881 | BOYAmt |
| EOY | $155,147 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,999 | BOYAmt |
| EOY | $390,967 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,893,437 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $538,323 | BOYAmt |
| EOY | $495,043 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,670,875 | BOYAmt |
| EOY | $2,528,161 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,688,380 | BOYAmt |
| EOY | $23,410,087 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,257,764 | BOYAmt |
| EOY | $4,389,287 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,946,144 | BOYAmt |
| EOY | $27,799,374 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,617,019 | BOYAmt |
| EOY | $30,327,535 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,822,178 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,031,052 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,652,497 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $585,008 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $80,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $3,157,505 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,600,808 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $131,689 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $80,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,652,497 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,388,823 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $247,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $35,015 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,600,808 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,274,750 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $154,073 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $40,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,388,823 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,123,250 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $260,160 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $80,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $28,660 | AdministrativeExpensesAmt |
| End Year Balance | $2,274,750 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.63090 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.36910 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $924,634 | OtherCostOrOtherBasisAmt |
| Book Value | $924,634 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,861,106 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,340,916 | DepreciationAmt |
| Book Value | $13,520,190 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,132,712 | OtherCostOrOtherBasisAmt |
| Depreciation | $578,260 | DepreciationAmt |
| Book Value | $554,452 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,278,031 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,547,552 | DepreciationAmt |
| Book Value | $730,479 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,308,429 | OtherCostOrOtherBasisAmt |
| Depreciation | $895,263 | DepreciationAmt |
| Book Value | $1,413,166 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,142,921 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENTS' FUND | Desc |
| Amt | $495,043 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $495,043 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $21,912,362 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,031,052 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $585,008 | OtherRevenueAmt |
| Revenue Not Reported | $1,616,060 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,296,302 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,296,302 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,554,124 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $80,000 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $80,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,474,124 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,474,124 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 585,008. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | MARBRIDGE FOUNDATION ASSISTANCE TRUST 80,000. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | IN APRIL 2020, THE FOUNDATION RECEIVED A $1,893,437 LOAN UNDER THE PAYCHECK PROTECTION PROGRAM (THE "PPP LOAN") WHICH WAS CREATED THROUGH THE CARES ACT AND IS ADMINISTERED BY THE U.S. SMALL BUSINESS ADMINISTRATION (THE "SBA"). THE PPP LOAN HAD A FIXED INTEREST RATE OF 1% AND WAS ELIGIBLE FOR FORGIVENESS BY THE SBA FOR THE PORTION OF LOAN PROCEEDS USED FOR PAYROLL COSTS AND OTHER DESIGNATED OPERATING EXPENSES (AS DEFINED) FOR UP TO EIGHT WEEKS OR, AT THE DISCRETION OF THE BORROWER, TWENTY-FOUR WEEKS (THE "COVERED PERIOD"), PROVIDED AT LEAST 60% OF LOAN PROCEEDS WERE USED FOR PAYROLL COSTS AND THE FOUNDATION MET ALL NECESSARY CRITERIA AS DEFINED BY THE SBA. THE FOUNDATION'S PPP LOAN BALANCE TOTALED $1,893,437 AS OF JUNE 30, 2020. IN JANUARY 2021, THE SBA GRANTED THE FOUNDATION FORGIVENESS FOR THE PPP LOAN. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP | GrantTypeTxt |
| Recipient | 10 | RecipientCnt |
| Cash Grant | $72,986 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES F STACEY | ||||||||||||||
| EXECUTIVE DIRECTOR | $180,168 | $0 | $5,750 | $0 | $4,067 | $0 | $7,369 | $0 | $14,196 | $0 | $211,550 | $0 | $0 | $0 |
| SCOTT MCAVOY | ||||||||||||||
| EXECUTIVE VP OPERATIONS | $165,513 | $0 | $5,750 | $0 | $0 | $0 | $6,783 | $0 | $11,033 | $0 | $189,079 | $0 | $0 | $0 |
| CHRISTOPHER LYNCH | ||||||||||||||
| VP FINANCE | $137,944 | $0 | $5,750 | $0 | $0 | $0 | $5,654 | $0 | $12,215 | $0 | $161,563 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARBRIDGE MINERALS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2310 BLISS SPILLAR RD | AddressLine1Txt |
| City | MANCHACA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78652 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 811895636 | EIN |
| Primary Activities | OIL AND GAS INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Total Income | $143,474 | TotalIncomeAmt |
| End Of Year Assets | $192,083 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARBRIDGE FOUNDATION INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARBRIDGE FOUNDATION ASSISTANCE FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2310 BLISS SPILLAR RD | AddressLine1Txt |
| City | MANCHACA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787652440 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746351323 | EIN |
| Primary Activities | FINANCIAL ASSISTANCE TO RESIDENTS/STUDENTS OF MARBRIDGE FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12B, II | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |