2024-05-15T08:36:11-05:00 2023-06-30 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990 2022-07-01 741183095 MARBRIDGE FOUNDATION INC MARB 5122821144 PO BOX 2250 MANCHACA TX 78652 MICHAEL MOULTON VP-FINANCE 5122821144 2024-05-10 1 MICHAEL MOULTON 999009999 0 SHANNON PETERSON P01281287 5123703200 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z SCOTT MCAVOY PO BOX 2250 MANCHACA TX 78652 18198390 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. 10 9 464 180 21707 16946 7733027 2497127 14122154 14020822 158563 346720 432526 278799 22446270 17143468 62335 82422 0 0 12583502 13217178 0 0 872482 5330902 6469842 17976739 19769442 4469531 -2625974 34167358 31347519 2769082 2267528 31398276 29079991 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 16566225 82422 14020822 THE PROGRAM PROVIDES LIFE SKILLS TRAINING AND COMPLETE CARE, INCLUDING FACILITIES, FOOD, MEDICAL AND RECREATIONAL CARE, FOR COGNITIVELY CHALLENGED ADULTS. 16566225 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 49 0 1 464 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X MICHAEL MOULTON 5122821144 2310 BLISS SPILLAR ROAD MANCHACA TX 78652 BH GIDEON TRUSTEE 1.00 X 0 0 0 JAMES F STACEY PRESIDENT, EMERITUS 40.00 X X 183709 0 21532 JM BELL TRUSTEE 1.00 X 0 0 0 TM O'BRIEN CHAIRMAN 1.00 X 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 MS MOULTON TREASURER 1.00 X X 0 0 0 JA NICKERSON TRUSTEE 1.00 X 0 0 0 SCOTT MCAVOY PRESIDENT 40.00 X X 171169 0 22575 L FRY TRUSTEE 1.00 X 0 0 0 CHRISTOPHER LYNCH VP FINANCE 40.00 X 144183 0 20283 REBECCA MCPHERSON VP DEVELOPMENT 40.00 X 115513 0 18702 PATRICK D MURRAY DIRECTOR - VILLA 40.00 X 117371 0 18790 CHELSEA R VAUGHAN DIRECTOR NURSING 40.00 X 103269 0 19626 JANA KAY GREEN DIRECTOR T & E 40.00 X 101006 0 17981 936220 0 139489 7 0 1 0 BAILEY ELLIOTT CONSTRUCTION 8320 BEE CAVES ROAD SUITE 200 AUSTIN TX 78746 CONSTRUCTION SERVICES 2290219 LONGHORN ROOFING 708 NAVIGATOR DR AUSTIN TX 78717 ROOFING 252526 ESTRADA'S COUNTERTOPS 367 LAKEVIEW DRIVE CEDAR CREEK TX 78612 COUNTERTOPS 199045 3 618929 1878198 49667 2497127 TUITION & FEES 900099 13997836 13997836 MISCELLANEOUS INCOME 900099 21081 21081 LIFETIME CARE INCOME 900099 1905 1905 14020822 127855 127855 230757 21707 209050 48042 0 48042 48042 48042 1273787 1054922 218865 218865 218865 17143468 14020822 21707 603812 82422 82422 697666 568950 95634 33082 10497272 8560571 1438936 497765 179694 146541 24632 8521 1024517 835498 140438 48581 818029 667106 112133 38790 1650 1650 47088 47088 1130986 1130986 174550 12170 18857 143523 216256 160770 30150 25336 457620 450537 7083 125118 68408 27469 29241 43669 35934 7735 1214826 1130928 73870 10028 413037 363257 47801 1979 GROCERIES 923737 898288 25449 SUPPLIES 394088 343367 38474 12247 REPAIRS AND MAINTENANCE 279235 211356 67879 MEDICAL SERVICES, DRUGS 276556 276556 771426 658514 97258 15654 19769442 16566225 2330735 872482 4476976 2931084 3893185 1392444 1994957 516676 517650 426215 11180 11584 36688327 15400710 17744149 21287617 5271786 4530715 23392 17101 234083 234083 34167358 31347519 1252457 908756 184689 181246 911966 831692 419970 345834 2769082 2267528 X 23691012 24077529 7707264 5002462 31398276 29079991 34167358 31347519 -2625974 307689 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2703700 220526 80000 2844226 3157505 -373805 80000 2703700 2652497 585008 80000 3157505 2600808 131689 80000 2652497 2388823 247000 35015 2600808 0.70000 0.30000 0 1 1 924634 924634 29966905 11891382 18075523 1474200 701987 772213 2623710 1710553 913157 1698878 1096788 602090 21287617 RESIDENTS' FUND 345834 345834 17900665 307689 228982 220526 757197 17143468 0 17143468 20078424 228982 80000 308982 19769442 0 19769442 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 220,526. 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 1 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. SCHEDULE E, PART I, LINE 6 DURING THE YEARS ENDED JUNE 30, 2023 AND 2022, RESPECTIVELY, THE FOUNDATION RECEIVED CASH PAYMENTS OF $253,700 AND $75,000 FROM THE PUBLIC HEALTH AND SOCIAL SERVICES EMERGENCY FUND ("PROVIDER RELIEF FUND OR "PRF"), ADMINISTERED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES, AND $365,229 AND $261,160 FROM THE QUALITY INCENTIVE PAYMENT PROGRAM ("QIPP"), ADMINISTERED BY TEXAS HEALTH AND HUMAN SERVICES. PAYMENTS FROM THE PRF AND QIPP ARE NOT LOANS AND, THEREFORE, THEY ARE NOT SUBJECT TO REPAYMENT. HOWEVER, AS A CONDITION TO RECEIVING THESE FUNDS, PROVIDERS MUST AGREE TO CERTAIN TERMS AND CONDITIONS, INCLUDING, AMONG OTHER THINGS, THAT THE PRF FUNDS ARE BEING USED FOR LOST REVENUES AND UNREIMBURSED COVID-RELATED COSTS AS DEFINED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES. 1 SCHOLARSHIP 14 82422 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, EMERITUS 178830 0 812 0 4067 0 14438 0 7094 0 205241 0 0 0 SCOTT MCAVOY PRESIDENT 170326 0 843 0 0 0 14707 0 7868 0 193744 0 0 0 CHRISTOPHER LYNCH VP FINANCE 142772 0 931 0 480 0 12997 0 7286 0 164466 0 0 0 X 1 14500 KELLY BLUE BOOK X 1 1081 COMPARABLE SALES X MISCELLANEOUS ITEM 75 34086 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 230757 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