2020-03-16T12:05:54-05:00 2019-06-30 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990 2018-07-01 741183095 MARBRIDGE FOUNDATION INC MARB 5122821144 PO BOX 2250 MANCHACA TX 78652 CHRIS LYNCH VP-FINANCE 5122821144 2020-03-12 1 SEAN HOLCOMB P01249221 5123703200 216.82.140.68 2020-03-12 14:00:01 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D4F3E3F08227D51943B34A7937F561B643D5963D 2018 2020-09-23 17:36:50Z JAMES STACEY PO BOX 2250 MANCHACA TX 78652 19620933 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 10 445 195 2195 -329 3971502 3408017 12689147 12924527 154276 -33093 72222 33491 16887147 16332942 97726 171938 0 0 9877851 10369672 0 0 644347 5134306 4957947 15109883 15499557 1777264 833385 24465744 25161639 2240845 1703271 22224899 23458368 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 12752754 171938 12924527 THE PROGRAM PROVIDES LIFE SKILLS TRAINING AND COMPLETE CARE, INCLUDING FACILITIES, FOOD, MEDICAL AND RECREATIONAL CARE, FOR COGNITIVELY CHALLENGED ADULTS. 12752754 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 54 0 445 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 172372 0 13726 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 129166 0 12044 REBECCA MCPHERSON VP DEVELOPMENT 40.00 X 104222 0 10581 SCOTT MCAVOY VP OPERATIONS 40.00 X 154419 0 13383 PATRICK MURRAY DIRECTOR - VILLA 40.00 X 110288 0 11376 670467 0 61110 5 0 1 0 REHABCARE GROUP EAST INC DBA REHABCA PO BOX 503534 ST LOUIS MO 631503534 OCCUPATIONAL, PHYSICAL & SPEECH THERAPY 421315 1 289620 3118397 377869 3408017 TUITION & FEES 900099 12890456 12890456 MISCELLANEOUS INCOME 900099 32792 32792 LIFETIME CARE INCOME 900099 1279 1279 12924527 16405 16405 22574 2195 20379 37469 0 37469 37469 37469 3205843 6098 3257258 4181 -51415 1917 -49498 -49498 0 289620 26552 -26552 -26552 16332942 12924527 2195 -1797 171938 171938 609914 488076 94623 27215 8034625 6429605 1246506 358514 156289 125068 24247 6974 945126 756324 146629 42173 623718 499122 96765 27831 3065 3065 50475 50475 331402 297184 24090 10128 191891 25204 54413 112274 163805 121028 25657 17120 128008 93532 15870 18606 451356 441928 9428 115362 68009 38166 9187 20856 4293 9969 6594 947650 875600 71415 635 257179 228948 26554 1677 GROCERIES 773068 754959 18109 MEDICAL SERVICES, DRUGS 678115 678115 REPAIRS AND MAINTENANCE 193979 123333 70646 SUPPLIES 188597 164106 23877 614 463139 406382 51952 4805 15499557 12752754 2102456 644347 1951782 887098 934843 915690 973472 617758 488880 568133 84711 60813 29875719 11895256 14692213 17980463 4994585 3819931 111175 77670 234083 234083 24465744 25161639 1344003 716661 160125 187177 303136 295747 433581 503686 2240845 1703271 X 20243651 21527342 1981248 1931026 22224899 23458368 24465744 25161639 833385 400084 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2388823 247000 35015 2600808 2274750 154073 40000 2388823 2123250 260160 80000 28660 2274750 2204803 25986 80000 27539 2123250 0.76600 0.23400 0 1 1 954246 954246 24243340 9262990 14980350 1067034 459123 607911 2194146 1298349 895797 1416953 874794 542159 17980463 RESIDENTS' FUND 503686 503686 17044255 400084 37677 273552 711313 16332942 0 16332942 15598801 37677 61567 99244 15499557 0 15499557 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 247,000. FUNDRAISING EVENT 26,552. PART XII, LINE 2D - OTHER ADJUSTMENTS: MARBRIDGE FOUNDATION ASSISTANCE TRUST 35,015. FUNDRAISING EVENT 26,552. 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. ASK EVENT 289620 289620 26552 289620 289620 26552 26552 -26552 1 SCHOLARSHIP 23 171938 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 PRESIDENT/TRUSTEE 166666 0 1639 0 4067 0 6856 0 6870 0 186098 0 0 0 SCOTT MCAVOY VP OPERATIONS 152835 0 1584 0 0 0 6138 0 7245 0 167802 0 0 0 X 1254 COST X 1 372559 FAIR MARKET VALUE X ELECTRONICS EQUIPMENT 4 4056 COST 0 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 22574 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