2014-02-12T15:48:29-06:00 2013-06-30 750786316 WEAVER AND TIDWELL LLP 1601 S MOPAC EXPY STE D250 AUSTIN TX 78746 990 2012-07-01 741183095 MARBRIDGE FOUNDATION INC MARB 5122821144 PO BOX 2250 MANCHACA TX 78652 MICHAEL MOULTON 5122821144 2014-02-12 1 TIMOTHY F DOWLING CPAPFS P00996199 5126091900 2012 2015-11-30 17:44:51Z JAMES STACEY PO BOX 2250 MANCHACA TX 78652 16856792 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.IN ADDITION TO RESIDENTIAL CARE CENTERS, MARBRIDGE ALSO OFFERS SKILLED NURSING CARE AND REHABILITATION THERAPY THROUGH ITS VILLA AND BRIDGES CENTERS. 11 10 243 167 0 0 1845010 5005512 10796410 10739197 -106982 1053873 62460 -422 12596898 16798160 128256 110316 0 0 7933544 8137918 0 0 374402 4510820 4566606 12572620 12814840 24278 3983320 14735016 18892409 2166004 2149952 12569012 16742457 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 10203740 110316 10738775 THE PROGRAM PROVIDED LIFE SKILLS TRAINING AND COMPLETE CARE, INCLUDING FACILITIES, FOOD, MEDICAL AND RECREATIONAL CARE, FOR COGNITIVELY CHALLENGED ADULTS. 10203740 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 44 0 243 1 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 MICHAEL MOULTON 5122821144 2310 BLISS SPILLAR ROAD MANCHACA TX 78652 JAMES F STACEY 40.00 X X 141284 0 0 JM BELL 1.00 X 0 0 0 HE DICK 1.00 X 0 0 0 JDHEAD 1.00 X 0 0 0 TM O'BRIEN 1.00 X 0 0 0 CD PERRY 1.00 X 0 0 0 WB SCHNEIDER 1.00 X 0 0 0 TH LEYDEN 1.00 X X 0 0 0 ST MATTHEWS 1.00 X 0 0 0 WN PHILLIPS 1.00 X 0 0 0 RA CABRERA 1.00 X 0 0 0 MARK DAVIS 40.00 X 39000 0 0 SCOTT MCAVOY 40.00 X 105671 0 0 MICHELLE LEVY 40.00 X 78112 0 0 MICHAEL MOULTON 40.00 X 19712 0 0 383779 0 0 2 0 0 0 0 5005512 26222 5005512 TUITION & FEES 900099 10713954 10713954 MISCELLANEOUS INCOME 900099 21593 21593 LIFETIME CARE INCOME 900099 3650 3650 10739197 194665 194665 8684 11531 -2847 -2847 -2847 906309 47101 859208 859208 859208 TRANSFER FROM SUPPORTING ORGANIZA 900099 2425 2425 2425 16798160 10738775 0 1053873 110316 110316 383779 141998 92107 149674 6423677 5230024 1170888 22765 83724 53952 24697 5075 723731 603841 100079 19811 523007 417846 92376 12785 41340 41340 45780 45780 34474 19278 15196 104567 26832 22164 55571 75010 29045 42191 3774 103166 65706 27675 9785 323909 319576 4333 21526 12284 9242 39583 39583 689324 593192 96132 215797 185288 30375 134 MEDICAL SERVICES, DRUGS 733147 733147 GROCERIES 729721 720000 10139 -418 SUPPLIES 170506 168913 1593 REPAIRS & MAINTENANCE 170423 7791 162632 1068333 776995 205134 86204 12814840 10203740 2236698 374402 8981 8300 900955 1621830 0 403655 1037651 899664 7170 3229 130741 33288 16509339 7406205 9053937 9103134 1055147 1590261 2417374 2540434 2811674 14735016 18892409 645839 664156 602532 582139 763585 706111 154048 197546 2166004 2149952 X 9548647 14090836 1028198 659454 1992167 1992167 12569012 16742457 14735016 18892409 3983320 190125 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1013407 1013407 12731265 5836236 6895029 519895 145977 373918 1119483 646717 472766 1125289 777275 348014 9103134 RESTRICTED SHORT TERM INVESTMENTS: CASH & CASH EQUIVALENTS 519757 F RESTRICTED SHORT TERM INVESTMENTS: MUTUAL FUNDS/TREASURIES 1897617 F 2417374 INSURANCE BENEFITS ASSIGNED 25000 CEMETARY LOTS 7000 ASSISTANCE TRUST ASSETS 2028345 RESIDENTS' FUND 206737 OTHER INVESTMENT 327524 NON-CURRENT CONTRIBUTIONS RECEIVABLE 217068 2811674 RESIDENTS' FUND 197546 197546 16999816 190125 190125 16809691 -11531 -11531 16798160 12826371 11531 11531 12814840 0 12814840 PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION 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 12 107891 CASH SCHOLARSHIP - MFAT 11 2425 CASH 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 BOARD FOR FINAL APPROVAL. X 1 225 FMV X 1 298 FMV X IWALK 1 1884 FMV X GIFT-CARDS 1 3108 FMV X HAIRCUTS 1 45 FMV X MISC. SUPPLIES 1 2864 FMV X VICTORY HALL 1 4885 FMV X LOCKSMITH 1 575 FMV X VILLA 1 12338 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF FORM 990 IS SENT TO THE FINANCE COMMITTEE FOR REVIEW. ALL TRUSTEES WILL RECEIVE A COPY OF 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 OFFICERS WAGES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING & ORGANIZATIONAL DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. 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 11C, III-FI N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 MARBRIDGE FOUNDATION ASSISTANCE FUND S 2425 SEE SUPPLEMENTAL INFORMATION METHOD OF DETERMING AMOUNT INVOLVED USED TO FUND MFAT SCHOLARSHIPS SCHEDULE R, PART V, LINE 2 SENIOR MANAGEMENT REVIEWS AND MAKES RECOMMENDATIONS TO BOARD FOR FINAL APPROVAL.