MARBRIDGE FOUNDATION INC (EIN 741183095) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1953

Legal Domicile

Principal Officer

SCOTT MCAVOY

Phone

5122821144

Tax Period

2024-07-01 to 2025-06-30

MARBRIDGE FOUNDATION INC, founded in 1953, is a mid-sized nonprofit in the Human Services sector that reported $20.1M in total revenue in fiscal year 2024.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,594,899

Program Service Revenue $15,413,677

Investment Income $-134,241

Other Revenue $233,240

TOTAL REVENUE $20,107,575

Expense Breakdown

Grants Paid $70,208

Salaries & Benefits $14,588,299

Fundraising Expenses $1,016,905

Program Expenses $18,759,583

Other Expenses $6,462,127

TOTAL EXPENSES $21,120,634

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,107,575	$20,225,749	0.0%
Expenses	$21,120,634	$20,896,914	+0.0%
Net Income	$-1,013,059	$-671,165	+0.5%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

471

Volunteers

220

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$885,370

Total Directors

$247,604

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MITCH BELL	CHAIRMAN	1.00	Officer Director	$0	$0	$0
C DAVID PERRY	SECRETARY	1.00	Officer Director	$0	$0	$0
TOM LEYDEN	TRUSTEE	1.00	Director	$0	$0	$0
DR BARBARA GIDEON	TRUSTEE	1.00	Director	$0	$0	$0
DR LIAM FRY	TRUSTEE	1.00	Director	$0	$0	$0
TOM O'BRIEN	TRUSTEE	1.00	Director	$0	$0	$0
NORM PHILLIPS	TRUSTEE	1.00	Director	$0	$0	$0
STEVE MATTHEWS	TRUSTEE	1.00	Director	$0	$0	$0
KATE O'BRIEN	AUDIT COMMITTEE CHAIRMAN	1.00	Officer Director	$0	$0	$0
SCOTT MCAVOY	PRESIDENT / TRUSTEE	40.00	Officer Director	$210,251	$37,353	$247,604
JULIA NICKERSON	TRUSTEE	1.00	Director	$0	$0	$0
DAVID R PERRY	TRUSTEE	1.00	Director	$0	$0	$0
MARCUS MERCER	VP OF OPERATIONS	40.00	Officer	$162,465	$34,673	$197,138
BECCA MCPHERSON	VP OF DEVELOPMENT	40.00	Officer	$140,134	$31,637	$171,771
MEGAN SALYER	VP OF HR	40.00	Officer	$121,654	$27,356	$149,010
MICHAEL MOULTON	VP OF FINANCE	40.00	Officer	$104,926	$14,921	$119,847
RACHELLE STYES	DIRECTOR OF NURSING	40.00	Highest	$111,754	$8,990	$120,744
PATRICK MURRAY	DIRECTOR - VILLA	40.00	Highest	$124,808	$29,474	$154,282
KENNETH OSUOZAH	LICENSED VOCATIONAL NURSE - VILLA	40.00	Highest	$102,429	$27,348	$129,777
WILL HOERMANN	DIRECTOR OF ADMISSIONS	40.00	Highest	$101,986	$26,379	$128,365
JANA KAY GREEN	DIRECTOR OF TRAINING & EDUCATION	40.00	Highest	$112,860	$11,184	$124,044

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$20,107,575	$21,120,634	$30,737,786	$-1,013,059
2024	No data	No data	No data	No data
2023	$17,143,468	$19,769,442	$31,347,519	$-2,625,974
2022	$22,446,270	$17,976,739	$34,167,358	$4,469,531
2021	$20,296,302	$17,474,124	$30,327,535	$2,822,178
2020	$16,613,688	$16,239,060	$27,617,019	$374,628
2019	$16,332,942	$15,499,557	$25,161,639	$833,385
2018	$16,887,147	$15,109,883	$24,465,744	$1,777,264

MARBRIDGE FOUNDATION INC