Nonprofit · EIN 74-1479633
MARY LEE FOUNDATION
Tax-exempt · AUSTIN, TX 78704
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,237,154 | $7,227,356 | -$990,202 | $9,203,496 | $567,530 | $8,635,966 |
| June 30, 2024 | 990 | $13,169,041 | $6,790,373 | $6,378,668 | $10,087,964 | $591,021 | $9,496,943 |
| June 30, 2023 | 990 | $5,435,510 | $6,639,132 | -$1,203,622 | $4,097,846 | $1,052,367 | $3,045,479 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $989,398
- of which government grants
- $745,803
- Program service revenue
- $4,947,168
- Investment income
- $300,588
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $308,995
- Other salaries and wages
- $3,212,640
- Salaries, compensation and benefits (total)
- $4,158,109
- Professional fundraising fees
- $0
- Occupancy
- $224,449
- Travel
- $57,491
- Depreciation
- $146,542
- Program services (functional)
- $6,170,785
- Management and general (functional)
- $1,041,048
- Fundraising (functional)
- $15,523
Balance sheet and other
- Total assets, start of year
- $10,087,964
- Total assets, end of year
- $9,203,496
- Total liabilities, end of year
- $567,530
- Net assets, end of year
- $8,635,966
- Land, buildings and equipment
- $2,279,606
- Publicly traded securities
- $77,535
- Net assets without donor restrictions
- $8,632,835
- Net assets with donor restrictions
- $3,131
- Gross receipts
- $6,237,154
- Employees
- 137
- Volunteers
- 200
- Year formed
- 1970
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAYME PERALEZ | DIRECTOR OF NURSING Trustee or director | 40 | $117,751 |
| RUSS WALKER | PRESIDENT Trustee or director, Officer | 40 | $96,472 |
| FRAN RODDA | TREASURER/CONTROLLER Trustee or director, Officer | 40 | $94,772 |
| MIKE PEAYS | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| DON JONES | BOARD MEMBER Trustee or director | 1 | $0 |
| JUDY KEGG | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 |
| LORI DURAN | BOARD MEMBER Trustee or director | 1 | $0 |
| SUSAN JOHNSON | BOARD MEMBER Trustee or director | 1 | $0 |
| LEIGH DUNSON | SECRETARY Trustee or director, Officer | 1 | $0 |
| VAN MYERS | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVID WEATHERBIE | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RUSS WALKER | PRESIDENT/E.D. Trustee or director, Officer | 40 | $96,100 | $372 |
| FRAN RODDA | TREASURER/CONTROLLER Trustee or director, Officer | 40 | $86,600 | $8,172 |
| WAYNE JOHNSON | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| CHARLENE CRUMP | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| JOYCE PULICH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| BILL MARTIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BETH WEBER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MIKE PEAYS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BILL HARTMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DON JONES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LIZA RUIZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| FRAN RODDA | TREASURER Trustee or director, Officer | 40 | $86,822 | $7,889 |
| RUSS WALKER | PRESIDENT Trustee or director, Officer | 40 | $91,569 | $277 |
| CHARLENE CRUMP | VICE CHAIRMAN Trustee or director, Officer | 1 | $3,392 | $0 |
| WAYNE JOHNSON | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| JOYCE PULICH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| BILL MARTIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BETH WEBER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MIKE PEAYS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PATRICK O'BEIRNE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BILL HARTMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DON JONES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LIZA RUIZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1339 LAMAR SQUARE DR, AUSTIN, TX 78704-2209
- In care of
- % FRAN RODDA
- Principal officer (990 for 2024)
- RUSS WALKER, 1339 LAMAR SQUARE DRIVE, AUSTIN, TX 78704
- Signed the 990
- RUSS WALKER, EXECUTIVE DIRECTOR
- Phone
- (512) 443-5777
- Website
- WWW.MARYLEEFOUNDATION.ORG
- Return prepared by
- NOVOGRADAC & COMPANY LLP
Mission
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.
Program accomplishments
- 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.Expenses $5,386,454 · revenue $4,381,990
- 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.Expenses $532,739 · revenue $317,273
- 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.Expenses $109,047 · revenue $55,340
- Expenses $142,545 · revenue $192,565
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 74-1479633
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1964
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P82Z)
- Assets (IRS master file)
- $9,203,496
- Income (IRS master file)
- $6,237,154
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,237,154 | $7,227,356 | $9,203,496 | XML |
| 990 | June 2024 | $13,169,041 | $6,790,373 | $10,087,964 | IRS |
| 990 | June 2023 | $5,435,510 | $6,639,132 | $4,097,846 | XML |
| 990 | June 2022 | $5,972,834 | $6,546,350 | $5,327,927 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-1479633).
Questions about MARY LEE FOUNDATION
- What is the EIN of MARY LEE FOUNDATION?
- The employer identification number (EIN) of MARY LEE FOUNDATION is 74-1479633.
- Is MARY LEE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to MARY LEE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MARY LEE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MARY LEE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARY LEE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MARY LEE FOUNDATION?
- The 990 for the year ended June 30, 2025 names RUSS WALKER.
- Who are the officers and directors of MARY LEE FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 11 people; 3 received compensation from the organization, the highest $117,751 (JAYME PERALEZ, DIRECTOR OF NURSING).
- How much revenue does MARY LEE FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,237,154, expenses of $7,227,356 and total assets of $9,203,496 at year end.
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