2026-05-14T09:14:02-05:00 2025-06-30 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 2000 AUSTIN TX 787019682 990 2024-07-01 741183095 MARBRIDGE FOUNDATION INC MARB 5122821144 PO BOX 2250 MANCHACA TX 78652 MICHAEL MOULTON VP-FINANCE 5122821144 2026-05-12 1 1 SHANNON PETERSON P01281287 5123703200 2026-05-12 2024 2025-03-06 01:10:19Z SCOTT MCAVOY PO BOX 2250 MANCHACA TX 78652 21326409 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 10 471 220 2854 0 5077470 4594899 14410054 15413677 615884 -134241 122341 233240 20225749 20107575 82232 70208 0 0 14160301 14588299 0 0 1016905 6654381 6462127 20896914 21120634 -671165 -1013059 31129794 30737786 2333637 2276550 28796157 28461236 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 18759583 70208 15413677 THE PROGRAM PROVIDES LIFE SKILLS TRAINING AND COMPLETE CARE, INCLUDING FACILITIES, FOOD, MEDICAL AND RECREATIONAL CARE, FOR COGNITIVELY CHALLENGED ADULTS. 18759583 1 1 0 1 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 1 0 0 1 1 0 0 0 1 54 0 471 1 1 1 0 0 0 0 1 1 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 X X MICHAEL MOULTON 5122821144 2310 BLISS SPILLAR ROAD MANCHACA TX 78652 MITCH BELL CHAIRMAN 1.00 X X 0 0 0 C DAVID PERRY SECRETARY 1.00 X X 0 0 0 TOM LEYDEN TRUSTEE 1.00 X 0 0 0 DR BARBARA GIDEON TRUSTEE 1.00 X 0 0 0 DR LIAM FRY TRUSTEE 1.00 X 0 0 0 TOM O'BRIEN TRUSTEE 1.00 X 0 0 0 NORM PHILLIPS TRUSTEE 1.00 X 0 0 0 STEVE MATTHEWS TRUSTEE 1.00 X 0 0 0 KATE O'BRIEN AUDIT COMMITTEE CHAIRMAN 1.00 X X 0 0 0 SCOTT MCAVOY PRESIDENT / TRUSTEE 40.00 X X 210251 0 37353 JULIA NICKERSON TRUSTEE 1.00 X 0 0 0 DAVID R PERRY TRUSTEE 1.00 X 0 0 0 MARCUS MERCER VP OF OPERATIONS 40.00 X 162465 0 34673 BECCA MCPHERSON VP OF DEVELOPMENT 40.00 X 140134 0 31637 MEGAN SALYER VP OF HR 40.00 X 121654 0 27356 MICHAEL MOULTON VP OF FINANCE 40.00 X 104926 0 14921 RACHELLE STYES DIRECTOR OF NURSING 40.00 X 111754 0 8990 PATRICK MURRAY DIRECTOR - VILLA 40.00 X 124808 0 29474 KENNETH OSUOZAH LICENSED VOCATIONAL NURSE - VILLA 40.00 X 102429 0 27348 WILL HOERMANN DIRECTOR OF ADMISSIONS 40.00 X 101986 0 26379 JANA KAY GREEN DIRECTOR OF TRAINING & EDUCATION 40.00 X 112860 0 11184 1293267 0 249315 10 0 1 0 GALE HEALTHCARE P O BOX 4729 WINTER PARK FL 32793 CONTRACT NURSING STAFF 302473 SHIFTKEY LLC 5221 N OCONNOR BLVD STE 1400 IRVING TX 75039 CONTRACT NURSING STAFF 239230 2 581221 4013678 955266 4594899 TUITION & FEES 900099 15214879 15214879 MISCELLANEOUS INCOME 900099 196473 196473 LIFETIME CARE INCOME 900099 2325 2325 15413677 113883 113883 148499 2854 145645 84741 0 84741 84741 84741 886814 83896 1202020 16814 -315206 67082 -248124 -248124 20107575 15413677 2854 96145 70208 70208 1542582 1377452 95174 69956 11123136 9932427 686277 504432 103277 92221 6372 4684 947921 846448 58485 42988 871383 778103 53763 39517 54950 54950 728824 615434 111904 1486 243106 28400 2919 211787 226392 175952 21984 28456 529026 520969 8057 87301 52697 15319 19285 58951 33 50360 8558 1282809 1272123 10622 64 480621 463621 17000 GROCERIES 964131 936224 27907 REPAIRS AND MAINTENANCE 367557 350530 15909 1118 MEDICAL SERVICES, DRUGS 291092 291092 0 0 SUPPLIES 282915 253582 15557 13776 864452 702067 91587 70798 21120634 18759583 1344146 1016905 2913198 2672390 405902 973100 1498362 1133692 428478 463267 14522 42632 37269322 17853413 20223864 19415909 5125788 5465865 14064 15046 505616 555885 31129794 30737786 1031066 967819 339208 266608 748196 932760 215167 109363 2333637 2276550 X 24334587 23850902 4461570 4610334 28796157 28461236 31129794 30737786 -1013059 678138 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 99000 99000 0 PART II-B, LINE 1: THE ORGANIZATION ENGAGED A LOBBYIST TO INFLUENCE LEGISLATION RELATED TO SECURING A SPECIALIZED MEDICAID REIMBURSEMENT RATE FOR NURSING HOMES THAT PRIMARILY SERVE INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, INCLUDING MARBRIDGE VILLA. 3028949 280932 100000 3209881 2844226 75000 209723 100000 3028949 2703700 220526 80000 2844226 3157505 -373805 80000 2703700 2652497 585008 80000 3157505 0.64400 0.35600 0 1 1 924634 924634 30124363 13728494 16395869 1565585 859512 706073 2866047 2035378 830669 1788693 1230029 558664 19415909 RESIDENTS' FUND 109363 109363 21076175 678138 9530 280932 968600 20107575 0 20107575 21230164 9530 100000 109530 21120634 0 21120634 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 280,932. PART XII, LINE 2D - OTHER ADJUSTMENTS: MARBRIDGE FOUNDATION ASSISTANCE TRUST 100,000. 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 THE QUALITY INCENTIVE PAYMENT PROGRAM ("QIPP"), ADMINISTERED BY TEXAS HEALTH AND HUMAN SERVICES ("HHS"), SERVES AS A RESOURCE TO HELP NURSING FACILITIES ACHIEVE TRANSFORMATION. THIS PERFORMANCE-BASED PROGRAM ENCOURAGES NURSING FACILITIES TO IMPROVE THE QUALITY AND INNOVATION OF THEIR SERVICES THROUGH IMPLEMENTATION OF PROGRAM-WIDE IMPROVEMENT PROCESSES FOR WHICH NURSING FACILITIES ARE COMPENSATED FOR MEETING OR EXCEEDING CERTAIN GOALS. IMPROVEMENT IS BASED UPON SEVERAL INDICES OF SUCCESS, INCLUDING QUALITY METRICS THAT ARE COLLECTED BY THE CMS. DURING THE YEARS ENDED JUNE 30, 2025 AND 2024, RESPECTIVELY, THE FOUNDATION RECEIVED CASH PAYMENTS OF $581,221 AND $223,914 FROM THE QIPP. PAYMENTS FROM THE 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. 1 OTHER SCHOLARSHIPS 5 54599 SPECIAL OLYMPICS SCHOLARSHIPS 6 3585 T&E ACTIVITIES SCHOLARSHIPS 35 12024 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 SCOTT MCAVOY PRESIDENT / TRUSTEE 192227 0 0 0 18024 0 16174 0 21179 0 247604 0 0 0 MARCUS MERCER VP OF OPERATIONS 151795 0 10670 0 0 0 14382 0 20291 0 197138 0 0 0 BECCA MCPHERSON VP OF DEVELOPMENT 136289 0 928 0 2917 0 13308 0 18329 0 171771 0 0 0 PATRICK MURRAY DIRECTOR - VILLA 123624 0 704 0 480 0 12641 0 16833 0 154282 0 0 0 X 1 9000 COMPARABLE SALES X 4696 THRIFT SHOP VALUE X 6 915210 QUOTED MARKET VALUE X 11 3659 COMPARABLE SALES X MISCELLANEOUS 72 22701 COMPARABLE SALES 0 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 148499 513885 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