2018-03-30T12:01:02-05:00 2017-06-30 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990 2016-07-01 741183095 MARBRIDGE FOUNDATION INC MARB 5122821144 PO BOX 2250 MANCHACA TX 78652 CHRIS LYNCH VP-FINANCE 5122821144 2018-03-23 1 SEAN HOLCOMB P01249221 5123703200 168.215.174.114 2018-03-23 21:33:32 CD P 31D9EDEB0BEAD9C0765E1B399F9A0835C84FC034 B44734B78201260CC18360B376F548714A62C217 2016 2021-01-29 14:40:06Z JAMES STACEY PO BOX 2250 MANCHACA TX 78652 19028889 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 10 424 191 6518 0 3154620 3067025 12331300 12550681 320727 3203193 168813 95743 15975460 18916642 200760 69822 0 0 9674995 9613617 0 0 397853 5478884 5172749 15354639 14856188 620821 4060454 19667030 21943487 1570878 1654179 18096152 20289308 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 11909132 69822 12550681 THE PROGRAM PROVIDES LIFE SKILLS TRAINING AND COMPLETE CARE, INCLUDING FACILITIES, FOOD, MEDICAL AND RECREATIONAL CARE, FOR COGNITIVELY CHALLENGED ADULTS. 11909132 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 69 0 424 1 1 1 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 JAMES F STACEY PRESIDENT/TRUSTEE 40.00 X X 166734 0 11585 JM BELL TRUSTEE 1.00 X 0 0 0 HE DICK 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 RA CABRERA TRUSTEE 1.00 X 0 0 0 MICHAEL MOULTON TRUSTEE 1.00 X 0 0 0 JULIA NICKERSON TRUSTEE 1.00 X 0 0 0 SCOTT MCAVOY VP OPERATIONS 40.00 X 141723 0 11323 DAVID ERPS VP CFO 40.00 X 123514 0 9977 MICHELLE LEVY VP DEVELOPMENT 40.00 X 89865 0 9756 521836 0 42641 3 0 1 0 REHABCARE GROUP EAST INC DBA REHABCA PO BOX 503534 ST LOUIS MO 631503534 THERAPY SERVICES 506587 1 3067025 13453 3067025 TUITION & FEES 900099 12521511 12521511 MISCELLANEOUS INCOME 900099 28122 28122 LIFETIME CARE INCOME 900099 1048 1048 12550681 5196 5196 63016 6518 56498 32727 0 32727 32727 32727 233123 3077121 53086 59161 180037 3017960 3197997 3197997 18916642 12550681 6518 3292418 69822 69822 564477 441276 108847 14354 7441160 5814746 1440762 185652 105110 71939 28244 4927 925657 779746 126406 19505 577213 453366 109421 14426 83069 83069 85120 85120 360264 273778 76084 10402 155297 34799 53987 66511 168726 104013 55433 9280 142762 88113 28570 26079 456803 420601 36202 100978 55940 25989 19049 21226 1234 19992 904577 845172 59405 257640 218359 39181 100 GROCERIES 845109 830807 14302 MEDICAL SERVICES, DRUGS 770766 770766 REPAIRS AND MAINTENANCE 235371 133141 102230 SUPPLIES 170547 167130 3417 414494 334384 52542 27568 14856188 11909132 2549203 397853 8050 5301097 1284808 887939 132407 642405 293713 378251 23847 31544 22034557 10515348 12245123 11519209 2394942 2777631 171328 3284140 234083 19667030 21943487 653900 857911 85308 37801 431551 338067 400119 420400 1570878 1654179 X 15339803 18100778 764182 2188530 1992167 0 18096152 20289308 19667030 21943487 X 4060454 255951 -2123249 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2123250 260160 80000 28660 2274750 2204803 25986 80000 27539 2123250 0.87580 0.12420 0 1 1 954246 954246 16847002 8074066 8772936 790377 365880 424497 1783109 1122841 660268 1659823 952561 707262 11519209 RESIDENTS' FUND 375675 DEFERRED LIFETIME CARE INCOME 44725 420400 19432753 255951 260160 516111 18916642 0 18916642 14964847 108660 108660 14856187 0 14856187 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 260,160. PART XII, LINE 2D - OTHER ADJUSTMENTS: MARBRIDGE FOUNDATION ASSISTANCE TRUST 108,660. 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 40 69822 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 JAMES F STACEY PRESIDENT/TRUSTEE 161556 0 1020 0 4158 0 4894 0 6691 0 178319 0 0 0 SCOTT MCAVOY VP OPERATIONS 134002 0 6959 0 762 0 4043 0 7280 0 153046 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 XI, LINE 9: MARBRIDGE FOUNDATION ASSISTANCE TRUST -2,123,249. 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. FORM 990, PART XI, LINE 9 EXPLANATION: TO REMOVE MARBRIDGE FOUNDATION ASSISTANCE TRUST FROM SEPARATE ENTITY FINANCIAL STATEMENT REPORTING FOR MARBRIDGE FOUNDATION, INC. MARBRIDGE MINERALS LLC 2310 BLISS SPILLAR RD MANCHACA TX 78652 811895636 OIL AND GAS INVESTMENT TX 63016 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