2022-05-13T15:25:06-05:00 2021-06-30 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990 2020-07-01 741183095 MARBRIDGE FOUNDATION INC MARB 5122821144 PO BOX 2250 MANCHACA TX 78652 CHRIS LYNCH VP-FINANCE 5122821144 2022-05-12 1 CHRIS LYNCH 999009999 SEAN HOLCOMB P01249221 5123703200 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JAMES STACEY PO BOX 2250 MANCHACA TX 78652 20296923 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 8 434 100 19069 12479 2925903 6665604 13413308 13226658 64035 230921 210442 173119 16613688 20296302 103142 72986 0 0 11191334 12388974 0 0 711897 4944584 5012164 16239060 17474124 374628 2822178 27617019 30327535 3670875 2528161 23946144 27799374 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 14549569 72986 13226658 THE PROGRAM PROVIDES LIFE SKILLS TRAINING AND COMPLETE CARE, INCLUDING FACILITIES, FOOD, MEDICAL AND RECREATIONAL CARE, FOR COGNITIVELY CHALLENGED ADULTS. 14549569 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 0 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 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 189985 0 21565 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 LEIGH CHRISTIE 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 143694 0 17869 REBECCA MCPHERSON VP DEVELOPMENT 40.00 X 113343 0 16875 SCOTT MCAVOY EXECUTIVE VP OPERATIONS 40.00 X 171263 0 17816 PATRICK D MURRAY DIRECTOR - VILLA 40.00 X 114961 0 17589 733246 0 91714 5 0 1 0 BAILEY ELLIOTT CONSTRUCTION 8320 BEE CAVES ROAD SUITE 200 AUSTIN TX 78746 CONSTRUCTION MANAGEMENT 440902 SELECT REHABILITATION LLC PO BOX 71985 CHICAGO IL 606941985 THERAPY (OT, ST, PT) 240724 REHABCARE GROUP EAST INC PO BOX 503534 ST LOUIS MO 631503534 THERAPY (OT, ST, PT) 199900 3 2604561 4061043 14856 6665604 TUITION & FEES 900099 13156302 13156302 MISCELLANEOUS INCOME 900099 68795 68795 LIFETIME CARE INCOME 900099 1561 1561 13226658 31076 31076 143474 19069 124405 29645 0 29645 29645 29645 191278 9188 0 621 191278 8567 199845 199845 20296302 13226658 19069 384971 72986 72986 692410 559691 101268 31451 9651877 7801828 1411631 438418 191343 154667 27985 8691 1086974 878625 158975 49374 766370 619474 112085 34811 2500 2500 36263 36263 297937 297654 283 61072 27352 1336 32384 211308 154680 30024 26604 412471 403218 9253 37111 17886 14546 4679 28733 2827 14750 11156 1067289 974670 84232 8387 260361 234358 24292 1711 GROCERIES 832475 812159 20316 MEDICAL SERVICES, DRUGS 783437 783437 SUPPLIES 283814 269549 12242 2023 REPAIRS AND MAINTENANCE 194863 123668 70309 886 502530 360840 80368 61322 17474124 14549569 2212658 711897 3661820 722071 860074 4961498 399185 837793 455451 345828 59864 69809 30504912 13361991 17265299 17142921 4608392 5971801 72851 41731 234083 234083 27617019 30327535 878235 1487004 150881 155147 209999 390967 1893437 0 538323 495043 3670875 2528161 X 21688380 23410087 2257764 4389287 23946144 27799374 27617019 30327535 2822178 1031052 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2652497 585008 80000 3157505 2600808 131689 80000 2652497 2388823 247000 35015 2600808 2274750 154073 40000 2388823 2123250 260160 80000 28660 2274750 0.63090 0.36910 0 1 1 924634 924634 23861106 10340916 13520190 1132712 578260 554452 2278031 1547552 730479 2308429 895263 1413166 17142921 RESIDENTS' FUND 495043 495043 21912362 1031052 585008 1616060 20296302 0 20296302 17554124 80000 80000 17474124 0 17474124 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. 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 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. 1 SCHOLARSHIP 10 72986 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 180168 0 5750 0 4067 0 7369 0 14196 0 211550 0 0 0 SCOTT MCAVOY EXECUTIVE VP OPERATIONS 165513 0 5750 0 0 0 6783 0 11033 0 189079 0 0 0 CHRISTOPHER LYNCH VP FINANCE 137944 0 5750 0 0 0 5654 0 12215 0 161563 0 0 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 143474 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