Mary Lee Foundation
- Assets
- $5.3m
- Revenue
- $6.0m
- Investments
- $0.0
- Employees
- 149
- Location
- Austin, TX
- Founding
- 12/1964
- Data as of
- 06/2022
- EIN
- 74-1479633
Organization Overview
Mary Lee Foundation is located in Austin, TX. The organization was established in 1964. According to its NTEE Classification (P82) the organization is classified as: Developmentally Disabled Centers, under the broad grouping of Human Services and related organizations. As of 06/2022, Mary Lee Foundation employed 149 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Mary Lee Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Mary Lee Foundation generated $6.0m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (4.2%) each year. All expenses for the organization totaled $6.5m during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (2.6%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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 152 RESIDENTS WERE SERVED DURING THIS FISCAL YEAR.
LONG TERM CARE AND OTHER SERVICE REVENUE
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 68 CLIENTS WERE SERVED IN THIS FISCAL YEAR.
THE COMMUNITY HOUSING PROGRAM OFFERS 40 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 45 CLIENTS WERE SERVED IN THIS FISCAL YEAR.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Wayne Johnson Chairman | OfficerTrustee | 2 | $0 |
Charlene Crump Vice Chairman (e.d. To 12/31/21) | OfficerTrustee | 1 | $88,292 |
Joyce Pulich Secretary | OfficerTrustee | 1 | $0 |
Bill Martin Board Member | Trustee | 1 | $0 |
Beth Weber Board Member | Trustee | 1 | $0 |
Fran Rodda Treasurer/controller | OfficerTrustee | 40 | $71,414 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $152,504 |
| All other contributions, gifts, grants, and similar amounts not included above | $133,428 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $285,932 |
| Total Program Service Revenue | $5,680,760 |
| Investment income | $2,442 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $3,700 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $5,972,834 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $182,412 |
| Compensation of current officers, directors, key employees. | $145,930 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $3,127,913 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $389,035 |
| Payroll taxes | $273,182 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $1,500 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $1,160,857 |
| Advertising and promotion | $24,680 |
| Office expenses | $170,424 |
| Information technology | $7,256 |
| Royalties | $0 |
| Occupancy | $291,846 |
| Travel | $53,647 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $14,279 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $180,084 |
| Insurance | $179,817 |
| All other expenses | $30,286 |
| Total functional expenses | $6,546,350 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $308,657 |
| Savings and temporary cash investments | $1,285,842 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $906,013 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $65,711 |
| Net Land, buildings, and equipment | $2,692,458 |
| Investments—publicly traded securities | $64,546 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $4,700 |
| Total assets | $5,327,927 |
| Accounts payable and accrued expenses | $414,752 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $652,440 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $16,787 |
| Total liabilities | $1,083,979 |
| Net assets without donor restrictions | $4,239,874 |
| Net assets with donor restrictions | $4,074 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $5,327,927 |