Totals
- Total revenue
- $17,143,468
- Total expenses
- $19,769,442
- Contributions and grants received
- $2,497,127
- Grants paid
- $82,422
- Program service revenue
- $14,020,822
- Investment income
- $346,720
- Other revenue
- $278,799
- Total assets, end of year
- $31,347,519
- Total liabilities, end of year
- $2,267,528
- Net assets or fund balances, end of year
- $29,079,991
- Program services expenses (Part IX)
- $16,566,225
- Management and general expenses
- $2,330,735
- Fundraising expenses
- $872,482
- Program service expenses (Part III)
- $16,566,225
Program services were 83.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$618,929
-
1f · All other contributions, gifts and grants
$1,878,198
-
1g · Noncash contributions included above
$49,667
-
2a · Program service revenue: TUITION & FEES
total $13,997,836 · related or exempt $13,997,836
-
2b · Program service revenue: MISCELLANEOUS INCOME
total $21,081 · related or exempt $21,081
-
2c · Program service revenue: LIFETIME CARE INCOME
total $1,905 · related or exempt $1,905
-
3 · Investment income
total $127,855 · excluded $127,855
-
5 · Royalties
total $230,757 · unrelated business $21,707 · excluded $209,050
-
6a · Gross rents
real property $48,042
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $48,042
-
6d · Net rental income or loss
total $48,042 · excluded $48,042
-
7a · Gross sales of assets other than inventory
securities $1,273,787
-
7b · Less cost or other basis and sales expenses
securities $1,054,922
-
7c · Gain or loss
securities $218,865
-
7d · Net gain or loss
total $218,865 · excluded $218,865
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $82,422 · program services $82,422
-
5 · Compensation of officers, directors and key employees
total $697,666 · program services $568,950 · management and general $95,634 · fundraising $33,082
-
7 · Other salaries and wages
total $10,497,272 · program services $8,560,571 · management and general $1,438,936 · fundraising $497,765
-
8 · Pension plan contributions
total $179,694 · program services $146,541 · management and general $24,632 · fundraising $8,521
-
9 · Other employee benefits
total $1,024,517 · program services $835,498 · management and general $140,438 · fundraising $48,581
-
10 · Payroll taxes
total $818,029 · program services $667,106 · management and general $112,133 · fundraising $38,790
-
11b · Fees: legal
total $1,650 · management and general $1,650
-
11c · Fees: accounting
total $47,088 · management and general $47,088
-
11g · Fees: other
total $1,130,986 · program services $1,130,986
-
12 · Advertising and promotion
total $174,550 · program services $12,170 · management and general $18,857 · fundraising $143,523
-
13 · Office expenses
total $216,256 · program services $160,770 · management and general $30,150 · fundraising $25,336
-
16 · Occupancy
total $457,620 · program services $450,537 · management and general $7,083
-
17 · Travel
total $125,118 · program services $68,408 · management and general $27,469 · fundraising $29,241
-
20 · Interest
total $43,669 · management and general $35,934 · fundraising $7,735
-
22 · Depreciation, depletion and amortization
total $1,214,826 · program services $1,130,928 · management and general $73,870 · fundraising $10,028
-
23 · Insurance
total $413,037 · program services $363,257 · management and general $47,801 · fundraising $1,979
-
24a · Other expenses: GROCERIES
total $923,737 · program services $898,288 · management and general $25,449
-
24b · Other expenses: SUPPLIES
total $394,088 · program services $343,367 · management and general $38,474 · fundraising $12,247
-
24c · Other expenses: REPAIRS AND MAINTENANCE
total $279,235 · program services $211,356 · management and general $67,879
-
24d · Other expenses: MEDICAL SERVICES, DRUGS
total $276,556 · program services $276,556
-
24e · All other expenses
total $771,426 · program services $658,514 · management and general $97,258 · fundraising $15,654
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $4,476,976 · end of year $2,931,084
-
2 · Savings and temporary cash investments
beginning of year $3,893,185 · end of year $1,392,444
-
3 · Pledges and grants receivable
beginning of year $1,994,957 · end of year $516,676
-
4 · Accounts receivable
beginning of year $517,650 · end of year $426,215
-
9 · Prepaid expenses and deferred charges
beginning of year $11,180 · end of year $11,584
-
10a · Land, buildings and equipment: cost or other basis
$36,688,327
-
10b · Land, buildings and equipment: accumulated depreciation
$15,400,710
-
10c · Land, buildings and equipment, net
beginning of year $17,744,149 · end of year $21,287,617
-
11 · Investments: publicly traded securities
beginning of year $5,271,786 · end of year $4,530,715
-
12 · Investments: other securities
beginning of year $23,392 · end of year $17,101
-
15 · Other assets
beginning of year $234,083 · end of year $234,083
-
17 · Accounts payable and accrued expenses
beginning of year $1,252,457 · end of year $908,756
-
19 · Deferred revenue
beginning of year $184,689 · end of year $181,246
-
23 · Secured mortgages and notes payable
beginning of year $911,966 · end of year $831,692
-
25 · Other liabilities
beginning of year $419,970 · end of year $345,834
-
27 · Net assets without donor restrictions
beginning of year $23,691,012 · end of year $24,077,529
-
28 · Net assets with donor restrictions
beginning of year $7,707,264 · end of year $5,002,462
Mission and programs · 2022
Mission
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.
Activities or mission (Part I)
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.
-
THE PROGRAM PROVIDES LIFE SKILLS TRAINING AND COMPLETE CARE, INCLUDING FACILITIES, FOOD, MEDICAL AND RECREATIONAL CARE, FOR COGNITIVELY CHALLENGED ADULTS.
Expenses $16,566,225 · Grants $82,422 · Revenue $14,020,822
As filed on the 2022 return.
Listed in Part VII
-
Bh GideonBH GIDEON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
James F StaceyJAMES F STACEY
PRESIDENT, EMERITUS
- Total calculated
- $205,241
- From this org
- $183,709
- From related orgs
- $0
- Other
- $21,532
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $178,830
- Bonus
- $812
- Other
- $4,067
- Deferred
- $14,438
- Nontaxable benefits
- $7,094
- Filer's total
- $205,241
-
Jm BellJM BELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Tm O'BrienTM O'BRIEN
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Cd PerryCD PERRY
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Th LeydenTH LEYDEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
St MatthewsST MATTHEWS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ms MoultonMS MOULTON
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Ja NickersonJA NICKERSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Scott McAvoySCOTT MCAVOY
PRESIDENT
- Total calculated
- $193,744
- From this org
- $171,169
- From related orgs
- $0
- Other
- $22,575
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $170,326
- Bonus
- $843
- Other
- $0
- Deferred
- $14,707
- Nontaxable benefits
- $7,868
- Filer's total
- $193,744
-
L FryL FRY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Christopher LynchCHRISTOPHER LYNCH
VP FINANCE
- Total calculated
- $164,466
- From this org
- $144,183
- From related orgs
- $0
- Other
- $20,283
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $142,772
- Bonus
- $931
- Other
- $480
- Deferred
- $12,997
- Nontaxable benefits
- $7,286
- Filer's total
- $164,466
-
Rebecca McPhersonREBECCA MCPHERSON
VP DEVELOPMENT
- Total calculated
- $134,215
- From this org
- $115,513
- From related orgs
- $0
- Other
- $18,702
- Hours/week
- 40
-
Patrick D MurrayPATRICK D MURRAY
DIRECTOR - VILLA
- Total calculated
- $136,161
- From this org
- $117,371
- From related orgs
- $0
- Other
- $18,790
- Hours/week
- 40
-
Chelsea R VaughanCHELSEA R VAUGHAN
DIRECTOR NURSING
- Total calculated
- $122,895
- From this org
- $103,269
- From related orgs
- $0
- Other
- $19,626
- Hours/week
- 40
-
Jana Kay GreenJANA KAY GREEN
DIRECTOR T & E
- Total calculated
- $118,987
- From this org
- $101,006
- From related orgs
- $0
- Other
- $17,981
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
MARBRIDGE FOUNDATION ASSISTANCE FUND
501(C)(3) · FINANCIAL ASSISTANCE TO RESIDENTS/STUDENTS OF MARBRIDGE FOUNDATION · TX
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
MARBRIDGE MINERALS LLC
OIL AND GAS INVESTMENT · TX · income $230,757 · assets $192,083
Directly controlled by MARBRIDGE FOUNDATION INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 10 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421369349303402
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