2021-06-11T08:35:59-05:00 2020-06-30 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990 2019-07-01 741183095 MARBRIDGE FOUNDATION INC MARB 5122821144 PO BOX 2250 MANCHACA TX 78652 CHRIS LYNCH VP-FINANCE 5122821144 2021-05-27 1 SEAN HOLCOMB P01249221 5123703200 2019 2022-09-23 18:48:47Z JAMES STACEY PO BOX 2250 MANCHACA TX 78652 18810846 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. 11 10 424 50 6333 0 3408017 2925903 12924527 13413308 -33093 64035 33491 210442 16332942 16613688 171938 103142 0 0 10369672 11191334 0 0 684774 4957947 4944584 15499557 16239060 833385 374628 25161639 27617019 1703271 3670875 23458368 23946144 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 13355751 103142 13413308 THE PROGRAM PROVIDES LIFE SKILLS TRAINING AND COMPLETE CARE, INCLUDING FACILITIES, FOOD, MEDICAL AND RECREATIONAL CARE, FOR COGNITIVELY CHALLENGED ADULTS. 13355751 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 68 0 424 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 10 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 PRESIDENT/TRUSTEE 40.00 X X 178144 0 14055 JM BELL CHAIRMAN 1.00 X X 0 0 0 JD HEAD TRUSTEE 1.00 X 0 0 0 TM O'BRIEN TRUSTEE 1.00 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 131586 0 12455 REBECCA MCPHERSON VP DEVELOPMENT 40.00 X 101387 0 10954 SCOTT MCAVOY EXECUTIVE VP OPERATIONS 40.00 X 159733 0 13873 PATRICK D MURRAY DIRECTOR - VILLA 40.00 X 111255 0 11857 COURTNEY KING DIRECTOR - HR 40.00 X 102923 0 11526 785028 0 74720 6 0 1 0 BAILEY ELLIOTT CONSTRUCTION 8320 BEE CAVES ROAD SUITE 200 AUSTIN TX 78746 CONSTRUCTION 4028945 REHABCARE GROUP EAST INC PO BOX 503534 ST LOUIS MO 631503534 THERAPY (OT, ST, PT) 429430 2 404974 2520929 36455 2925903 TUITION & FEES 900099 13296387 13296387 MISCELLANEOUS INCOME 900099 115508 115508 LIFETIME CARE INCOME 900099 1413 1413 13413308 21513 21513 174332 6333 167999 36110 0 36110 36110 36110 2223277 16403 2149384 47774 73893 -31371 42522 42522 16613688 13413308 6333 268144 103142 103142 622186 496175 97036 28975 8726226 6958915 1360933 406378 156315 124656 24379 7280 1016194 810385 158485 47324 670413 534635 104557 31221 10389 10389 46325 46325 167330 166117 1213 111886 26974 10408 74504 202053 152799 24740 24514 395330 385740 9590 92675 52565 22154 17956 31284 2909 13472 14903 1109342 1015243 85776 8323 254030 229465 22410 2155 GROCERIES 773545 753415 20130 MEDICAL SERVICES, DRUGS 696694 696694 SUPPLIES 289762 267649 19934 2179 REPAIRS AND MAINTENANCE 203599 121277 81143 1179 560340 456996 86674 16670 16239060 13355751 2198535 684774 887098 3661820 915690 860074 617758 399185 568133 455451 60813 59864 29681333 12416034 17980463 17265299 3819931 4608392 77670 72851 234083 234083 25161639 27617019 716661 878235 187177 150881 295747 209999 0 1893437 503686 538323 1703271 3670875 X 21527342 21688380 1931026 2257764 23458368 23946144 25161639 27617019 374628 113148 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2600808 131689 80000 2652497 2388823 247000 35015 2600808 2274750 154073 40000 2388823 2123250 260160 80000 28660 2274750 2204803 25986 80000 27539 2123250 0.75100 0.24900 0 1 1 924634 924634 23819182 9591516 14227666 1132712 517848 614864 2241937 1423305 818632 1562868 883365 679503 17265299 RESIDENTS' FUND 538323 538323 16877485 113148 18960 131689 263797 16613688 0 16613688 16338020 18960 80000 98960 16239060 0 16239060 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 131,689. 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 SCHOLARSHIP 16 103142 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 0 0 0 0 0 0 0 0 0 JAMES F STACEY PRESIDENT/TRUSTEE 173327 0 750 0 4067 0 6954 0 7101 0 192199 0 0 0 SCOTT MCAVOY EXECUTIVE VP OPERATIONS 158983 0 750 0 0 0 6381 0 7492 0 173606 0 0 0 X OTHER 129 36455 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 174332 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