Civic Intelligence

Mary Lee Flagship

990 • Fiscal year 2021 • EIN 20-1238421

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

Organization ProfileN/A
1339 Lamar Square DrAustin, TX 78704

(512) 443-5777

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

97th percentile

1.38x

Higher debt load relative to assets than 97% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

98th percentile

10.86x

Higher debt load relative to revenue than 98% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

9th percentile

-27%

Higher net margin than 9% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

68th percentile

$96,445

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 71.4% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

13th percentile

-5.4%

Faster asset growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-23%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$1,063,983

Down $60,160 (-5.4%) from 2020

Net Assets

Down

-$402,096

Down $36,020 (-9.8%) from 2020

Liabilities

Down

$1,466,079

Down $24,140 (-1.6%) from 2020

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin9th percentile

Revenue

Down

$135,016

Down $40,694 (-23%) from 2020

Expenses

Up

$171,036

Up $4,709 (+2.8%) from 2020

Net Income

Down

-$36,020

Down $45,403 (-484%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.0M$0-$1.0MAssets 2010: $1,321,672Liabilities 2010: $1,408,019Net Assets 2010: -$86,3472010Assets 2011: $1,334,218Liabilities 2011: $1,436,022Net Assets 2011: -$101,8042011Assets 2012: $1,307,881Liabilities 2012: $1,416,202Net Assets 2012: -$108,3212012Assets 2013: $1,311,379Liabilities 2013: $1,413,426Net Assets 2013: -$102,0472013Assets 2014: $1,290,667Liabilities 2014: $1,401,573Net Assets 2014: -$110,9062014Assets 2015: $1,334,122Liabilities 2015: $1,460,903Net Assets 2015: -$126,7812015Assets 2016: $1,275,825Liabilities 2016: $1,422,921Net Assets 2016: -$147,0962016Assets 2017: $1,238,435Liabilities 2017: $1,560,001Net Assets 2017: -$321,5662017Assets 2018: $1,188,079Liabilities 2018: $1,551,841Net Assets 2018: -$363,7622018Assets 2019: $1,153,450Liabilities 2019: $1,528,909Net Assets 2019: -$375,4592019Assets 2020: $1,124,143Liabilities 2020: $1,490,219Net Assets 2020: -$366,0762020Assets 2021: $1,063,983Liabilities 2021: $1,466,079Net Assets 2021: -$402,0962021Assets 2022: $1,047,851Liabilities 2022: $1,490,562Net Assets 2022: -$442,7112022Assets 2023: $1,000,238Liabilities 2023: $1,429,464Net Assets 2023: -$429,2262023Assets 2024: $984,837Liabilities 2024: $1,476,206Net Assets 2024: -$491,3692024

Highlighted filing

2021

Assets$1,063,983
Liabilities$1,466,079
Net Assets-$402,096
Open 2021 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KExpenses 2010: $139,7152010Revenue 2011: $120,707Expenses 2011: $136,164Net Income 2011: -$15,4572011Expenses 2012: $126,1122012Expenses 2013: $114,8912013Revenue 2014: $121,556Expenses 2014: $130,415Net Income 2014: -$8,8592014Revenue 2015: $121,263Expenses 2015: $137,138Net Income 2015: -$15,8752015Revenue 2016: $121,665Expenses 2016: $141,980Net Income 2016: -$20,3152016Revenue 2017: $125,622Expenses 2017: $300,092Net Income 2017: -$174,4702017Revenue 2018: $120,432Expenses 2018: $162,628Net Income 2018: -$42,1962018Revenue 2019: $143,557Expenses 2019: $155,254Net Income 2019: -$11,6972019Revenue 2020: $175,710Expenses 2020: $166,327Net Income 2020: $9,3832020Revenue 2021: $135,016Expenses 2021: $171,036Net Income 2021: -$36,0202021Revenue 2022: $122,673Expenses 2022: $163,288Net Income 2022: -$40,6152022Revenue 2023: $194,448Expenses 2023: $180,963Net Income 2023: $13,4852023Revenue 2024: $242,297Expenses 2024: $304,440Net Income 2024: -$62,1432024

Highlighted filing

2021

Revenue$135,016
Expenses$171,036
Net Income-$36,020
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.2
Gross Receipts
$135,016
Mission and Program Overview

Mission

To provide elderly persons with housing facilities and services specially designed to meet their physical, social, and psychological needs, and to promote their health, security, happiness, and usefulness in longer living.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$938,736$893,853▼ $44,883
Cash and Non-Interest-Bearing Accounts$24,899$3,580▼ $21,319
Accounts Receivable$892$1,310▲ $418
Total Assets$1,124,143$1,063,983▼ $60,160
Other Assets Total$159,616$165,240▲ $5,624
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,373,281$1,373,281→ $0
Other Liabilities$111,205$89,165▼ $22,040
Accounts Payable and Accrued Expenses$5,733$3,633▼ $2,100
Total Liabilities$1,490,219$1,466,079▼ $24,140
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-366,076$-402,096▼ $36,020
Total Net Assets Fund Balance$-366,076$-402,096▼ $36,020
Total Liabilities and Net Assets / Fund Balance$1,124,143$1,063,983▼ $60,160

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$663,853$602,600$1,266,453
Land$230,000-$230,000
Other Assets Org$83,908--
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleOtherTotal
Charlene CrumpSecretary$96,445$96,445
Fran RoddaController$77,131$77,131

Board Members and Trustees

NameTitle
Mike PeaysPresident
Beth WeberVice President
Bill MartinMember
Joyce PulichMember
Wayne JohnsonMember
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$135,006
Investment Income
$10
Other Revenue
$0
Change in Net Assets
$-36,020

Audited Revenue Reconciliation

Revenue per Audited Statements
$135,016
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$9,548
Total Revenue per Audited Statements
$144,564
Total Revenue per Form 990
$135,016
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$142,622
Salaries, Compensation, and Employee Benefits$28,414
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$44,883--$44,883
Occupancy$27,394--$27,394
Other Salaries and Wages$22,696--$22,696
Fees for Services Management-$15,411-$15,411
Office Expenses$12,357--$12,357
Fees for Services Accounting-$10,900-$10,900
Other Employee Benefits$3,872--$3,872
Payroll Taxes$1,846--$1,846
Fees for Services Other$639$18-$657
Other Expenses$546--$546
Total Functional Expenses$144,707$26,329$0$171,036

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$190,811
Expenses per Audited Statements$171,036
Total Expenses per Form 990$171,036
Expenses Not Reported on Form 990$19,775
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Excess Residual Receipts Funds Available for Recapture$78,656
Security Deposit$5,932
Due to Mary Lee Foundation$4,577
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Mary lee foundation provides management services for mary lee flagship.”

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, executive director 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.”

Filing and Contact Details

Filer

Filer Name
Mary Lee Flagship
EIN
20-1238421
Phone
5124435777
Address
1339 LAMAR SQUARE DR, AUSTIN, TX 78704

Signing Officer

Name
Russ Walker
Title
Executive Director
Phone
5124435777
Signed
2022-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russ Walker
Formed
2005
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
1

Preparer

Firm
Brown Graham and Company Pc
Address
9009 MOUNTAIN RIDGE DRIVE STE 230, AUSTIN, TX 78759
Preparer
Shannon Andre
Phone
5122578078
Supplemental Narrative

Financial Statement Notes

Part XII, Line 2D

“Imputed interest expense of $18,430 on discounted note payable included in the audited financial statements but not included on form 990. Depreciation difference of $1,345 was included in the audited financial statements but not on the form 990.”

Part XI, Line 2D

“Adjusted basis of fire damaged units of $13,375 netted with $23,725 insurance proceeds for a total book involuntary conversion gain of $10,350. For the form 990, gross insurance proceeds of $23,725 minus $22,923 of repairs to units results in net insurance proceeds of $802 resulting in a $9,548 reduction in revenue reported in form 990 from audited revenue.”

Raw XML AppendixShowing 400 of 471 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt05733
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03633
IRS990/AccountsReceivableGrp/BOYAmt0892
IRS990/AccountsReceivableGrp/EOYAmt01310
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE ELDERLY PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIVING.
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FRAN RODDA
IRS990/BooksInCareOfDetail/PhoneNum05124435777
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01339 LAMAR SQUARE DR
IRS990/BooksInCareOfDetail/USAddress/CityNm0AUSTIN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078704
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt024899
IRS990/CashNonInterestBearingGrp/EOYAmt03580
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt010
IRS990/CYOtherExpensesAmt0142622
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0135006
IRS990/CYRevenuesLessExpensesAmt0-36020
IRS990/CYSalariesCompEmpBnftPaidAmt028414
IRS990/CYTotalExpensesAmt0171036
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0135016
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt044883
IRS990/DepreciationDepletionGrp/TotalAmt044883
IRS990/Desc0THE ORGANIZATION PROVIDED 23 ELDERLY PERSONS AND HANDICAPPED PERSONS WITH HOUSING FACILITIES AND SERVICES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0144707
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010900
IRS990/FeesForServicesAccountingGrp/TotalAmt010900
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt015411
IRS990/FeesForServicesManagementGrp/TotalAmt015411
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt018
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0639
IRS990/FeesForServicesOtherGrp/TotalAmt0657
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt18153
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt68186
IRS990/Form990PartVIISectionAGrp/PersonNm0MIKE PEAYS
IRS990/Form990PartVIISectionAGrp/PersonNm1CHARLENE CRUMP
IRS990/Form990PartVIISectionAGrp/PersonNm2BILL MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm3BETH WEBER
IRS990/Form990PartVIISectionAGrp/PersonNm4WAYNE JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm5JOYCE PULICH
IRS990/Form990PartVIISectionAGrp/PersonNm6FRAN RODDA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt188292
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt668945
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6CONTROLLER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0135016
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt010
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0602600
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0938736
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0893853
IRS990/LandBldgEquipCostOrOtherBssAmt01496453
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE ELDERLY PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIVING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01373281
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01373281
IRS990/NetAssetsOrFundBalancesBOYAmt0-366076
IRS990/NetAssetsOrFundBalancesEOYAmt0-402096
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-366076
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-402096
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt027394
IRS990/OccupancyGrp/TotalAmt027394
IRS990/OfficeExpensesGrp/ProgramServicesAmt012357
IRS990/OfficeExpensesGrp/TotalAmt012357
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0159616
IRS990/OtherAssetsTotalGrp/EOYAmt0165240
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03872
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03872
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAKE READY
IRS990/OtherExpensesGrp/Desc1BAD DEBT
IRS990/OtherExpensesGrp/Desc2OTHER PROGRAM EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt019719
IRS990/OtherExpensesGrp/ProgramServicesAmt110755
IRS990/OtherExpensesGrp/ProgramServicesAmt2546
IRS990/OtherExpensesGrp/TotalAmt019719
IRS990/OtherExpensesGrp/TotalAmt110755
IRS990/OtherExpensesGrp/TotalAmt2546
IRS990/OtherLiabilitiesGrp/BOYAmt0111205
IRS990/OtherLiabilitiesGrp/EOYAmt089165
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt022696
IRS990/OtherSalariesAndWagesGrp/TotalAmt022696
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt01846
IRS990/PayrollTaxesGrp/TotalAmt01846
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RUSS WALKER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc1INSURANCE PROCEEDS
IRS990/ProgramServiceRevenueGrp/Desc2MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0128026
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16331
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2649
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0128026
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16331
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2649
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt026
IRS990/PYOtherExpensesAmt0133948
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0175684
IRS990/PYRevenuesLessExpensesAmt09383
IRS990/PYSalariesCompEmpBnftPaidAmt032379
IRS990/PYTotalExpensesAmt0166327
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0175710
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-36020
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0135006
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt033
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0137
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0135006
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0175684
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0143523
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0120398
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0125589
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0700200
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt034
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt034
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0137
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0700200
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0135006
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0175684
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0143523
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0120398
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0125589
IRS990ScheduleA/Total509Grp/TotalAmt0700200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0135016
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0175710
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0143557
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0120432
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0125622
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0700337
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0663853
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0602600
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01266453
IRS990ScheduleD/ExpensesNotReportedAmt019775
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0171036
IRS990ScheduleD/LandGrp/BookValueAmt0230000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0230000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt05992
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt175340
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt283908
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0TENANT DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RESIDUAL RECEIPTS RESERVE
IRS990ScheduleD/OtherExpensesIncludedAmt019775
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05932
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14577
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt278656
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO MARY LEE FOUNDATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2EXCESS RESIDUAL RECEIPTS FUNDS AVAILABLE FOR RECAPTURE
IRS990ScheduleD/OtherRevenueAmt09548
IRS990ScheduleD/RevenueNotReportedAmt09548
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0135016
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IMPUTED INTEREST EXPENSE OF $18,430 ON DISCOUNTED NOTE PAYABLE INCLUDED IN THE AUDITED FINANCIAL STATEMENTS BUT NOT INCLUDED ON FORM 990. DEPRECIATION DIFFERENCE OF $1,345 WAS INCLUDED IN THE AUDITED FINANCIAL STATEMENTS BUT NOT ON THE FORM 990.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ADJUSTED BASIS OF FIRE DAMAGED UNITS OF $13,375 NETTED WITH $23,725 INSURANCE PROCEEDS FOR A TOTAL BOOK INVOLUNTARY CONVERSION GAIN OF $10,350. FOR THE FORM 990, GROSS INSURANCE PROCEEDS OF $23,725 MINUS $22,923 OF REPAIRS TO UNITS RESULTS IN NET INSURANCE PROCEEDS OF $802 RESULTING IN A $9,548 REDUCTION IN REVENUE REPORTED IN FORM 990 FROM AUDITED REVENUE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0893853
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0165240
IRS990ScheduleD/TotalExpensesPerForm990Amt0171036
IRS990ScheduleD/TotalLiabilityAmt089165
IRS990ScheduleD/TotalRevenuePerForm990Amt0135016
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0144564
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0190811
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MARY LEE FOUNDATION PROVIDES MANAGEMENT SERVICES FOR MARY LEE FLAGSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DURING THE FISCAL YEAR, THERE WERE NO SEPARATE COMMITTEES TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED BY THE CONTROLLER OF THE MANAGEMENT COMPANY, EXECUTIVE DIRECTOR AND SELECT DIRECTORS. ANY QUESTIONS RAISED BY THE ORGANIZATION ARE RESOLVED WITH THE PREPARER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED PERIODICALLY AND APPROVED BY INDEPENDENT BOARD MEMBERS AFTER EVALUATION OF DUTIES AND RESPONSIBILITIES AND REVIEW OF COMPARABLES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0MARY LEE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1MARY LEE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MARY LEE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MARY LEE COMMUNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2MARY LEE CHARLES PLACE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0741479633
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1742960018
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2743022473
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0AFFORDABLE HOUSING,PROGRAMS & SERVICES FOR INDIVIDUALS WITH SPECIAL NEEDS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1AFFORDABLE HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2AFFORDABLE HOUSING FOR THE DISABLED
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01339 LAMAR SQUARE DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11339 LAMAR SQUARE DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21339 LAMAR SQUARE DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0AUSTIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1AUSTIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2AUSTIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd078704
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd178704
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd278704
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01124143
IRS990/TotalAssetsEOYAmt01063983
IRS990/TotalAssetsGrp/BOYAmt01124143

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,063,983
Liabilities
$1,466,079
Net assets
-$402,096
Revenue
$135,016
Expenses
$171,036
Net income
-$36,020
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.98$1.48$0.49$0.24$0.30$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.00$1.43$0.43$0.19$0.18$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.05$1.49$0.44$0.12$0.16$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.06$1.47$0.40$0.14$0.17$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.12$1.49$0.37$0.18$0.17$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.15$1.53$0.38$0.14$0.16$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.19$1.55$0.36$0.12$0.16$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.24$1.56$0.32$0.13$0.30$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.28$1.42$0.15$0.12$0.14$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.33$1.46$0.13$0.12$0.14$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.29$1.40$0.11$0.12$0.13$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$1.41$0.10$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$1.42$0.11$0.13
2011Summary only. Only limited summary data is available for this year.$1.33$1.44$0.10$0.12$0.14$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$1.41$0.09$0.14