2024-05-15T17:32:09-05:00 2023-06-30 751386677 BROWN GRAHAM AND COMPANY PC 9009 MOUNTAIN RIDGE DRIVE STE 230 AUSTIN TX 78759 990 2022-07-01 741479633 MARY LEE FOUNDATION MARY 5124435777 1339 LAMAR SQUARE DRIVE AUSTIN TX 78704 FRAN RODDA TREASURER 5124435777 2024-05-15 1 FRAN RODDA 999009999 0 SHANNON M ANDRE P00288382 5122578078 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z FRAN RODDA 1339 LAMAR SQUARE DRIVE AUSTIN TX 78704 5441774 0 X WWW.MARYLEEFOUNDATION.ORG X 1970 TX TO SERVE ADULTS WITH SPECIAL NEEDS SO THAT THEY MAY DEVELOP A SENSE OF DIGNITY, A FEELING OF SELF-WORTH, AND THE SKILLS NECESSARY TO SOCIALLY INTEGRATE WITH AND CONTRIBUTE TO THE COMMUNITY IN WHICH THEY LIVE. 12 10 135 135 0 0 285932 402151 5680760 5023518 6142 9841 0 0 5972834 5435510 0 0 0 0 3972542 3751333 0 0 57443 2573808 2887799 6546350 6639132 -573516 -1203622 5327927 4097846 1083979 1052367 4243948 3045479 X TO SERVE ADULTS WITH SPECIAL NEEDS SO THAT THEY MAY DEVELOP A SENSE OF DIGNITY, A FEELING OF SELF-WORTH, AND THE SKILLS NECESSARY TO SOCIALLY INTEGRATE WITH AND CONTRIBUTE TO THE COMMUNITY IN WHICH THEY LIVE. 0 0 4913912 4294159 THE INTERMEDIATE CARE FACILITY FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES PROGRAM IS LONG-TERM CARE FOR ADULTS. TWO OF THE PROGRAMS ARE HOUSED IN 6-UNIT APARTMENT COMPLEXES WHICH ALLOWS FOR RESIDENTS TO BE IN THE LEAST RESTRICTIVE ENVIRONMENT, WHILE STILL HAVING 24-HOUR SUPERVISION AND STAFF ASSISTANCE. ADDITIONALLY, THERE ARE SEVEN GROUP HOMES OPERATED IN THE AUSTIN AREA FOR RESIDENTS. ALL PROGRAMS INCLUDE: CASE MANAGEMENT, NURSING, STAFF ASSISTANCE AND SUPERVISION, BOOKKEEPING, INDEPENDENT LIVING SKILLS CLASSES, TRANSPORTATION, ASSISTANCE WITH MEAL PREPARATION, TAKING MEDICATIONS, AND HYGIENE. APPROXIMATELY 159 RESIDENTS WERE SERVED DURING THIS FISCAL YEAR. 357058 235048 MARY LEE FOUNDATION REHABILITATION CENTER OFFERS A FULL RANGE OF PROGRESSIVE NEUROLOGICAL, ORTHOPEDIC AND SPECIAL NEEDS SERVICES. THE OUTPATIENT CENTER ASSISTS PATIENTS WITH SPECIFIC MEDICAL DIAGNOSES, COMMUNITY RE-ENTRY THROUGH AFFORDABLE HOUSING, ASSESSMENT OF MOBILITY DEVICES, ADAPTIVE AIDS, HOME MODIFICATIONS, AND RETURN TO WORK. OCCUPATIONAL, SPEECH-LANGUAGE, AND PHYSICAL THERAPISTS ARE TRAINED TO WORK ONE-ON-ONE WITH EACH INDIVIDUAL TO DEVELOP A COURSE OF TREATMENT THAT IS PERSONALIZED FOR THEIR SPECIFIC NEEDS AND THERAPY GOALS. APPROXIMATELY 91 CLIENTS WERE SERVED IN THIS FISCAL YEAR. 261321 317585 THE COMMUNITY HOUSING PROGRAM OFFERS 58 AFFORDABLE APARTMENTS TO AUSTIN'S SENIORS, VETERANS, ADULTS WITH DISABILITIES, INDIVIDUALS AND FAMILIES WITH VERY LOW INCOME, AND ADULTS EXPERIENCING NEAR HOMELESSNESS. MANY OF THE APARTMENTS PROVIDED IN THIS PROGRAM ACCEPT RENTAL ASSISTANCE THROUGH AGENCIES SUCH AS HOUSING AUTHORITIES, SECTION 8, VASH, AND VARIOUS OTHER PROGRAM VOUCHERS SPECIFIC TO THE CIRCUMSTANCES OF THE INDIVIDUAL. ADDITIONALLY, PRIVATE PAYMENT IS ACCEPTED AT AN AFFORDABLE RATE. THIS GIVES US THE OPPORTUNITY TO PROVIDE DIVERSE RESIDENTS WITH HOUSING OPTIONS THAT ALLOW THEM TO TAKE BACK THEIR INDEPENDENCE. APPROXIMATELY 58 CLIENTS WERE SERVED IN THIS FISCAL YEAR. 282216 176726 LONG TERM CARE AND OTHER PROGRAM ACTIVITIES 282216 176726 5814507 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 47 0 135 1 0 0 0 0 0 0 0 0 0 0 X 12 10 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 1 1 1 0 X FRAN RODDA 5124435777 1339 LAMAR SQUARE DR AUSTIN TX 78704 WAYNE JOHNSON CHAIRMAN 2.00 X X 0 0 0 CHARLENE CRUMP VICE CHAIRMAN 1.00 X X 3392 0 0 JOYCE PULICH SECRETARY 1.00 X X 0 0 0 BILL MARTIN BOARD MEMBER 1.00 X 0 0 0 BETH WEBER BOARD MEMBER 1.00 X 0 0 0 FRAN RODDA TREASURER 40.00 X X 86822 0 7889 RUSS WALKER PRESIDENT 40.00 X X 91569 0 277 MIKE PEAYS BOARD MEMBER 1.00 X 0 0 0 PATRICK O'BEIRNE BOARD MEMBER 1.00 X 0 0 0 BILL HARTMAN BOARD MEMBER 1.00 X 0 0 0 DON JONES BOARD MEMBER 1.00 X 0 0 0 LIZA RUIZ BOARD MEMBER 1.00 X 0 0 0 181783 0 8166 0 0 0 0 0 234005 168146 402151 ADULT ICF/GROUP HOMES 623990 4294159 4294159 COMMUNITY HOUSING FEES 531110 317585 317585 REHAB PROGRAM SERVICE 624310 235048 235048 OTHER PROGRAM INCOME 531390 165591 165591 INSURANCE PROCEEDS 900099 11135 11135 5023518 10023 10023 6082 6264 -182 -182 -182 5435510 5023518 0 9841 X 190947 37990 143310 9647 2973065 2648698 324367 329196 269002 60194 258125 217742 39618 765 25000 25000 1410910 1372968 37942 7124 4583 2541 167898 130312 37586 9785 9785 254557 238646 15911 56848 53690 3158 39665 39665 200761 177698 23063 205918 183672 22246 FOOD, MEDICAL & OTHER S 139110 139036 74 FEES AND LICENSES 105299 102963 2336 EQUIPMENT REPAIR, RENTA 96053 80934 15119 BAD DEBT 91645 91645 77226 25263 4932 47031 6639132 5814507 767182 57443 308657 293261 1285842 105855 906013 930967 65711 6440942 3748653 2692458 2692289 64546 69525 4700 5949 5327927 4097846 414752 407969 652440 627611 16787 16787 1083979 1052367 X 4239874 3042348 4074 3131 4243948 3045479 5327927 4097846 -1203622 5153 0 X 0 1 X 1 0 X 144561 181141 205874 285932 402151 1219659 6350469 5711884 5496380 5680760 5023518 28263011 6495030 5893025 5702254 5966692 5425669 29482670 0 0 0 29482670 22023 11658 1465 2442 10023 47611 22023 11658 1465 2442 10023 47611 6517053 5904683 5703719 5969134 5435692 29530281 0.99840 0.99850 0.00160 0.00150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 893828 893828 4580956 3129374 1451582 966158 619279 346879 2692289 RENTAL DEPOSITS 16787 16787 FORM 990, PART VI, SECTION A, LINE 8B DURING THE FISCAL YEAR, THERE ARE NO SEPARATE COMMITTEES TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE CONTROLLER AND SELECT DIRECTORS. ANY QUESTIONS RAISED BY THE ORGANIZATION ARE RESOLVED WITH THE PREPARER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED PERIODICALLY AND APPROVED BY INDEPENDENT BOARD MEMBERS AFTER EVALUATION OF DUTIES AND RESPONSIBILITIES AND REVIEW OF COMPARABLE NONPROFIT ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 89,129. MANAGEMENT AND GENERAL EXPENSES 31,993. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 121,122. MAINTENTANCE CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 775,650. MANAGEMENT AND GENERAL EXPENSES 5,949. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 781,599. MEDICAL, DENTAL & NUTRITIONIST SERVICES: PROGRAM SERVICE EXPENSES 508,189. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 508,189. MARY LEE COMMUNITY 1339 LAMAR SQUARE DRIVE AUSTIN TX 78704 742960018 AFFORDABLE HOUSING TX 501(C)(3) LINE 10 MARY LEE FOUNDATION 1 MARY LEE FLAGSHIP 1339 LAMAR SQUARE DRIVE AUSTIN TX 78704 201238421 AFFORDABLE HOUSING FOR THE ELDERLY TX 501(C)(3) LINE 10 MARY LEE FOUNDATION 1 MARY LEE CHARLES PLACE 1339 LAMAR SQUARE DRIVE AUSTIN TX 78704 743022473 AFFORDABLE HOUSING FOR THE DISABLED TX 501(C)(3) LINE 10 MARY LEE FOUNDATION 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 MARY LEE COMMUNITY Q 230570 VENDOR INVOICES MARY LEE COMMUNITY O 250974 ACTUAL PAYROLL EXPENSES MARY LEE COMMUNITY L 80000 FMV PER MANAGEMENT AGREEMENT MARY LEE FLAGSHIP A 1620 FMV AGREED UPON BY BOTH PARTIES MARY LEE CHARLES PLACE A 1620 FMV AGREED UPON BY BOTH PARTIES MARY LEE COMMUNITY A 1620 FMV AGREED UPON BY BOTH PARTIES MARY LEE CHARLES PLACE O 56546 ACTUAL PAYROLL EXPENSES