2026-05-28T10:55:41-05:00 2025-06-30 943108253 NOVOGRADAC & COMPANY LLP 1255 TREAT BLVD SUITE 410 WALNUT CREEK CA 94597 990 2024-07-01 741479633 MARY LEE FOUNDATION MARY 5124435777 1339 LAMAR SQUARE DRIVE AUSTIN TX 78704 RUSS WALKER EXECUTIVE DIRECTOR 5124435777 2026-05-28 1 0 ERIC M BARNETT P01433887 9259494300 2024 2025-03-06 01:10:19Z RUSS WALKER 1339 LAMAR SQUARE DRIVE AUSTIN TX 78704 6237154 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. 11 8 137 200 0 0 3076448 989398 5016430 4947168 5076163 300588 0 0 13169041 6237154 3150 0 0 0 3852275 4158109 0 0 15523 2934948 3069247 6790373 7227356 6378668 -990202 10087964 9203496 591021 567530 9496943 8635966 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 5386454 4381990 THE INTERMEDIATE CARE FACILITY FOR ADULTS WITH INTELLECTUAL ANDDEVELOPMENTAL DISABILITIES PROGRAM IS LONG-TERM CARE FOR ADULTS. TWO OFTHE PROGRAMS ARE HOUSED IN 6-UNIT APARTMENT COMPLEXES WHICH ALLOWS FORRESIDENTS TO BE IN THE LEAST RESTRICTIVE ENVIRONMENT, WHILE STILLHAVING 24-HOUR SUPERVISION AND STAFF ASSISTANCE. ADDITIONALLY, THEREARE SEVEN GROUP HOMES OPERATED IN THE AUSTIN AREA FOR RESIDENTS. ALLPROGRAMS INCLUDE: CASE MANAGEMENT, NURSING, STAFF ASSISTANCE ANDSUPERVISION, BOOKKEEPING, INDEPENDENT LIVING SKILLS CLASSES,TRANSPORTATION, ASSISTANCE WITH MEAL PREPARATION, TAKING MEDICATIONS,AND HYGIENE. APPROXIMATELY 117 RESIDENTS WERE SERVED DURING THIS FISCALYEAR. 532739 317273 MARY LEE FOUNDATION REHABILITATION CENTER OFFERS A FULL RANGE OF PROGRESSIVE NEUROLOGICAL, ORTHOPEDIC AND SPECIAL NEEDS SERVICES. THEOUTPATIENT CENTER ASSISTS PATIENTS WITH SPECIFIC MEDICAL DIAGNOSES,COMMUNITY RE-ENTRY THROUGH AFFORDABLE HOUSING, ASSESSMENT OF MOBILITYDEVICES, ADAPTIVE AIDS, HOME MODIFICATIONS, AND RETURN TO WORK.OCCUPATIONAL, SPEECH-LANGUAGE, AND PHYSICAL THERAPISTS ARE TRAINED TOWORK ONE-ON-ONE WITH EACH INDIVIDUAL TO DEVELOP A COURSE OF TREATMENTTHAT IS PERSONALIZED FOR THEIR SPECIFIC NEEDS AND THERAPY GOALS.APPROXIMATELY 82 CLIENTS WERE SERVED IN THIS FISCAL YEAR. 109047 55340 THE COMMUNITY HOUSING PROGRAM OFFERS 40 AFFORDABLE APARTMENTS TOAUSTIN'S SENIORS, VETERANS, ADULTS WITH DISABILITIES, INDIVIDUALS ANDFAMILIES WITH VERY LOW INCOME, AND ADULTS EXPERIENCING NEARHOMELESSNESS. MANY OF THE APARTMENTS PROVIDED IN THIS PROGRAM ACCEPTRENTAL ASSISTANCE THROUGH AGENCIES SUCH AS HOUSING AUTHORITIES, SECTION8, VASH, AND VARIOUS OTHER PROGRAM VOUCHERS SPECIFIC TO THECIRCUMSTANCES OF THE INDIVIDUAL. ADDITIONALLY, PRIVATE PAYMENT ISACCEPTED AT AN AFFORDABLE RATE. THIS GIVES US THE OPPORTUNITY TOPROVIDE DIVERSE RESIDENTS WITH HOUSING OPTIONS THAT ALLOW THEM TO TAKEBACK THEIR INDEPENDENCE. APPROXIMATELY 54 CLIENTS WERE SERVED IN THISFISCAL YEAR. 142545 192565 142545 192565 6170785 1 1 0 0 0 0 0 0 0 0 1 0 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 0 0 0 1 1 0 0 0 1 34 0 137 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 8 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 MIKE PEAYS CHAIRMAN 1.00 X X 0 0 0 DON JONES BOARD MEMBER 1.00 X 0 0 0 JUDY KEGG VICE CHAIRMAN 1.00 X X 0 0 0 LORI DURAN BOARD MEMBER 1.00 X 0 0 0 SUSAN JOHNSON BOARD MEMBER 1.00 X 0 0 0 LEIGH DUNSON SECRETARY 1.00 X X 0 0 0 VAN MYERS BOARD MEMBER 1.00 X 0 0 0 DAVID WEATHERBIE BOARD MEMBER 1.00 X 0 0 0 FRAN RODDA TREASURER/CONTROLLER 40.00 X X 94772 0 0 RUSS WALKER PRESIDENT 40.00 X X 96472 0 0 JAYME PERALEZ DIRECTOR OF NURSING 40.00 X 117751 0 0 308995 0 0 1 0 0 0 0 745803 243595 989398 ADULT ICF/GROUP HOMES 623990 4381990 4381990 REHAB PROGRAM SERVICE 624310 317273 317273 OTHER PROGRAM INCOME 531390 192565 192565 COMMUNITY HOUSING FEES 531110 55340 55340 4947168 300588 300588 6237154 4947168 0 300588 X 308995 77029 216443 15523 3212640 2836544 376096 362760 305290 57470 273714 238624 35090 1540512 1363746 176766 10740 618 10122 108824 87182 21642 224449 204018 20431 57491 54508 2983 5369 5369 146542 123069 23473 268551 235736 32815 FOOD, MEDICAL & OTHER S 214025 214025 EQUIPMENT REPAIR, RENTA 118727 100015 18712 FEES & LICENSES 86320 81655 4665 BAD DEBT 22409 22409 265288 220948 44340 7227356 6170785 1041048 15523 357566 205391 6901213 5960515 891385 660458 459 17241 4908045 2628439 1806748 2279606 74525 77535 56068 2750 10087964 9203496 505378 508105 83256 57038 2387 2387 591021 567530 X 9493812 8632835 3131 3131 9496943 8635966 10087964 9203496 X -990202 115311 13914 X 0 0 0 X 205874 285932 402151 3076448 989398 4959803 5496380 5680760 5023518 5016431 4947168 26164257 5702254 5966692 5425669 8092879 5936566 31124060 0 0 0 31124060 1465 2442 10023 33438 300588 347956 1465 2442 10023 33438 300588 347956 5703719 5969134 5435692 8126317 6237154 31472016 0.98890 0.99810 0.01110 0.00190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 680979 680979 2987714 1813896 1173818 62759 62759 0 961225 751784 209441 215368 215368 2279606 SECURITY DEPOSIT LIABILITY 2387 2387 FORM 990, PART VI, SECTION A, LINE 8B DURING THE FISCAL YEAR, THERE WERE 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 OF THE MANAGEMENT COMPANY 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 COMPARABLES. 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 MAINTENANCE CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 424,395. MANAGEMENT AND GENERAL EXPENSES 16,143. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 440,538. MEDICAL, DENTAL & NUTRITIONIST SERVICES: PROGRAM SERVICE EXPENSES 15,046. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,046. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 924,305. MANAGEMENT AND GENERAL EXPENSES 160,623. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,084,928. FORM 990, PART XI, LINE 9: NET ASSETS ADJUSTMENTS 13,914. 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 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 MARY LEE CHARLES PLACE O 87894 ACTUAL PAYROLL EXPENSES MARY LEE FLAGSHIP O 95236 ACTUAL PAYROLL EXPENSES MARY LEE FLAGSHIP Q 65046 VENDOR INVOICES