MARY LEE FOUNDATION

EIN: 741479633 501(c)(3) Human Services

AUSTIN, TX

Total Revenue
$6,237,154
Total Expenses
$7,227,356
Total Assets
$9,203,496
Net Assets
$8,635,966
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1970
Legal Domicile
TX
Principal Officer
RUSS WALKER
Phone
5124435777
Tax Period
2024-07-01 to 2025-06-30

MARY LEE FOUNDATION, founded in 1970, is a community nonprofit in the Human Services sector that reported $6.2M in total revenue in fiscal year 2024. Revenue fell 53% from the prior year — a significant decline worth monitoring. Expenses of $7.2M exceeded revenue, resulting in a 16% operating deficit.

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 Service Accomplishments

Program 1
Expenses: $5,386,454 Revenue: $4,381,990

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...

Read more

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.

Program 2
Expenses: $532,739 Revenue: $317,273

MARY LEE FOUNDATION REHABILITATION CENTER OFFERS A FULL RANGE OF PROGRESSIVE NEUROLOGICAL, ORTHOPEDIC AND SPECIAL NEEDS SERVICES. THEOUTPATIENT CENTER ASSISTS PATIENTS WITH SPECIFIC MEDICAL...

Read more

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.

Program 3
Expenses: $109,047 Revenue: $55,340

THE COMMUNITY HOUSING PROGRAM OFFERS 40 AFFORDABLE APARTMENTS TOAUSTIN'S SENIORS, VETERANS, ADULTS WITH DISABILITIES, INDIVIDUALS ANDFAMILIES WITH VERY LOW INCOME, AND ADULTS EXPERIENCING...

Read more

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.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $989,398
Program Service Revenue $4,947,168
Investment Income $300,588
Other Revenue $0
TOTAL REVENUE $6,237,154

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,158,109
Fundraising Expenses $15,523
Program Expenses $6,170,785
Other Expenses $3,069,247
TOTAL EXPENSES $7,227,356

Year-over-Year Comparison

2024 2023 Change
Revenue $6,237,154 $13,169,041 -0.5%
Expenses $7,227,356 $6,790,373 +0.1%
Net Income $-990,202 $6,378,668 -1.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Sign In

Governance

Voting Members
11
Independent Members
8
Employees
137
Volunteers
200

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
5
$191,244
Total Directors
11
$308,995
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MIKE PEAYS CHAIRMAN 1.00
Officer Director
$0 $0 $0
DON JONES BOARD MEMBER 1.00
Director
$0 $0 $0
JUDY KEGG VICE CHAIRMAN 1.00
Officer Director
$0 $0 $0
LORI DURAN BOARD MEMBER 1.00
Director
$0 $0 $0
SUSAN JOHNSON BOARD MEMBER 1.00
Director
$0 $0 $0
LEIGH DUNSON SECRETARY 1.00
Officer Director
$0 $0 $0
VAN MYERS BOARD MEMBER 1.00
Director
$0 $0 $0
DAVID WEATHERBIE BOARD MEMBER 1.00
Director
$0 $0 $0
FRAN RODDA TREASURER/CONTROLLER 40.00
Officer Director
$94,772 $0 $94,772
RUSS WALKER PRESIDENT 40.00
Officer Director
$96,472 $0 $96,472
JAYME PERALEZ DIRECTOR OF NURSING 40.00
Director
$117,751 $0 $117,751
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 $6,237,154 $7,227,356 $9,203,496 $-990,202
2024 $13,169,041 $6,790,373 $10,087,964 $6,378,668
2023 $5,435,510 $6,639,132 $4,097,846 $-1,203,622
2022 $5,972,834 $6,546,350 $5,327,927 $-573,516
2021 $6,660,627 $6,007,415 $5,520,573 $653,212
2020 $5,904,682 $6,305,371 $5,936,879 $-400,689
2019 $6,526,961 $6,935,900 $5,641,312 $-408,939
2018 $6,757,616 $7,081,543 $6,538,091 $-323,927
Explore More Nonprofits
Top 100 Nonprofits in Texas Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare MARY LEE FOUNDATION with other nonprofits in Texas and across the country.