2013-02-07T10:20:17-06:00 2012-06-30 750786316 WEAVER AND TIDWELL LLP 1601 S MOPAC EXPRESSWAY SUITE D250 AUSTIN TX 78746 990 2011-07-01 741183095 MARBRIDGE FOUNDATION INC MARB 5122821144 PO BOX 2250 MANCHACA TX 78652 MICHAEL MOULTON 5122821144 2013-02-07 1 TIMOTHY F DOWLING CPAPFS P00996199 5126091900 2011 2016-02-25 16:41:14Z JAMES STACEY PO BOX 2250 MANCHACA TX 78652 12616742 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 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 10 255 174 0 0 1674474 1845010 10399976 10796410 336334 -106982 65109 62460 12475893 12596898 122668 128256 0 0 7595945 7933544 0 0 453089 4477503 4510820 12196116 12572620 279777 24278 14785555 14735016 2288639 2166004 12496916 12569012 MARBRIDGE PROVIDES A SAFE, LOVING COMMUNITY WHERE ADULT RESIDENTS WITH COGNITIVE CHALLENGES CAN ACHIEVE THEIR FULL POTENTIAL THROUGH ABILITIES CENTERED TRAINING WITH THE OPPORTUNITY FOR LIFETIME CARE. 0 0 10225482 10858870 THE PROGRAM PROVIDED LIFE SKILLS TRAINING AND COMPLETE CARE, INCLUDING FACILITIES, FOOD, MEDICAL AND RECREATIONAL CARE, FOR COGNITIVELY CHALLENGED ADULTS. 10225482 1 1 0 0 0 0 0 0 0 0 1 0 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 0 0 0 0 0 1 0 0 0 0 1 27 0 255 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 VP OF FINANCE 5122821144 2210 BLISS SPILLAR ROAD MANCHACA TX 78652 JAMES F STACEY 40.00 X X 138000 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 21914 0 0 SCOTT MCAVOY 40.00 X 106000 0 0 MICHELLE LEVY 40.00 X 79000 0 0 CRAIG WOJTOWICZ 40.00 X 79159 0 0 424073 0 0 2 0 0 0 0 1845010 13080 1845010 TUITION & FEES 900099 10732951 10732951 MISCELLANEOUS INCOME 900099 52168 52168 LIFETIME CARE INCOME 900099 11291 11291 10796410 -106982 -106982 6204 19844 -13640 -13640 -13640 TRANSFER FROM SUPPORTI 900099 76100 76100 76100 12596898 10858870 0 -106982 128256 128256 424073 134484 122558 167031 6284288 5221576 1062712 76664 46803 25198 4663 637076 535544 83764 17768 511443 393068 102422 15953 25361 120 25241 38355 38355 29031 20754 8277 119663 22460 3135 94068 75620 29143 38718 7759 88726 50652 29758 8316 373379 369937 3442 22512 55 13589 8868 41248 23 41225 669713 586148 83565 199237 179801 19436 MEDICAL SERVICES, DRUGS 814869 814869 GROCERIES 688471 682052 6419 REPAIRS & MAINTENANCE 182417 132431 49003 983 ATHLETIC & OTHER RESIDE 180929 180471 458 961289 696835 137232 127222 12572620 10225482 1894049 453089 9681 8981 589946 900955 959718 1037651 38180 7170 53998 130741 16422908 7368971 9300536 9053937 1193722 1055147 80433 0 14179 2545162 2540434 14785555 14735016 662241 645839 637446 602532 867204 763585 121748 154048 2288639 2166004 X 9775277 9548647 729472 1028198 1992167 1992167 12496916 12569012 14785555 14735016 X 24278 47818 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1043566 1043566 12211295 5492564 6718731 784074 112307 671767 1256362 823852 432510 1127611 940248 187363 9053937 NON-CURRENT TUITIONS RECEIVABLE 24000 INSURANCE BENEFITS ASSIGNED 25000 CEMETARY LOTS 7000 SECURITY DEPOSITS 480 LT PORTION N/R ROCKPORT PROPERTY 34914 ASSISTANCE TRUST ASSETS 1871436 RESIDENTS' FUND 153256 OTHER INVESTMENT 424348 2540434 RESIDENTS' FUND 154048 154048 12596898 12572620 24278 47818 47818 72096 12664560 47818 47818 12616742 -19844 -19844 12596898 12592464 19844 19844 12572620 0 12572620 PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES: -19,844 PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES: 19,844 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 3 52156 CASH SCHOLARSHIP - MFAT 11 76100 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 1 149 FMV X 1 4868 FMV X 1 758 FMV X CLEANING SUPPLIES 1 1411 FMV X GIFT-CARDS 1 3240 FMV X HAIRCUTS 1 90 FMV X MISC. SUPPLIES 1 1637 FMV X VIDEO EQUIPMENT 2 1053 FMV X THERAPY PETS 1 75 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 47,818. MARBRIDGE FOUNDATION ASSISTANCE FUND 2310 BLISS SPILLAR RD MANCHACA TX 787652440 746351323 PROVIDE FINANCIAL ASSISTANCE TO HANDICAPPED RESIDENTS/STUDENTS OF MARBRIDGE 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 1 MARBRIDGE FOUNDATION ASSISTANCE FUND R 76100 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.