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Texas · Nonprofit

MARY LEE FOUNDATION

MARY LEE FOUNDATION (Texas) receives grants from 12 organizations whose IRS filings report $869,235 to it, the largest being ST DAVID'S FOUNDATION ($655,000). 5 of them have funded it in more than one year.

Revenue FY2025
$6.2M
Funders on record
12
Grants received
$869k
Net assets
$8.6M
5/12 repeat funderspeak grant-dependency 11%
01What it does

What Mary Lee Foundation does

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.

As stated on its FY2025 Form 990.

Programs

  1. 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.

    $5,386,454 spent$4,381,990 earned by the program
    87% of program spending
  2. 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.

    $532,739 spent$317,273 earned by the program
    9% of program spending
  3. 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.

    $109,047 spent$55,340 earned by the program
    2% of program spending
  4. Other program services, not described on the e-filed return.

    $142,545 spent$192,565 earned by the program
    2% of program spending

The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $6,170,785.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($6.5M) Expenses 100 ($6.4M) Net assets 100 ($5.7M)2018 Revenue 104 ($6.8M) Expenses 110 ($7.1M) Net assets 94 ($5.4M)2019 Revenue 100 ($6.5M) Expenses 108 ($6.9M) Net assets 81 ($4.7M)2020 Revenue 91 ($5.9M) Expenses 98 ($6.3M) Net assets 73 ($4.2M)2021 Revenue 102 ($6.7M) Expenses 93 ($6.0M) Net assets 84 ($4.8M)2022 Revenue 92 ($6.0M) Expenses 102 ($6.5M) Net assets 74 ($4.2M)2023 Revenue 83 ($5.4M) Expenses 103 ($6.6M) Net assets 53 ($3.0M)2024 Revenue 202 ($13M) Expenses 105 ($6.8M) Net assets 166 ($9.5M)2025 Revenue 96 ($6.2M) Expenses 112 ($7.2M) Net assets 151 ($8.6M)
'17'18'19'20'21'22'23'24'25
Revenue (96)Expenses (112)Net assets (151)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $4.1M to $10M (+146%).

$7.0M
$6.5M
$5.6M
$5.9M
$5.5M
$5.3M
$4.1M
$10M
$9.2M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2018 3% · 2019 2% · 2020 2% · 2021 15% · 2022 3% · 2023 4% · 2024 0% · 2025 12%. Grants only. Government contracts and fees sit inside program revenue.

16% of MARY LEE FOUNDATION’s revenue is contributions — more earned-revenue than three-quarters of its peers (81% for the typical peer).

This organization
Typical peer · 11,793 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 6 of the last 9 reported years ran a deficit.

$74k
’17
−$324k
’18
−$409k
’19
−$401k
’20
$653k
’21
−$574k
’22
−$1.2M
’23
$6.4M
’24
−$990k
’25
10
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Board chair

Mike Peays

Chairman

As listed on its FY2025 Form 990.

'17'18'19'20'21'22'23'24'25
Listed7766712121111
Joined·+0+0+2+2+5+0+0+7
No longer listed·01210017
03Who funds it

Who funds it, year by year

2020 → 2023: the base held at 3 funders, grant income rose $32k → $620k.

4 of 12 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 3% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

Left out of every figure on this page: $2.4M from one payer (the payer shares this organization's board, largest Mary Lee Community). These are real filings, and they are not money MARY LEE FOUNDATION raised.

From the IRS filings of MARY LEE FOUNDATION’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

MARY LEE FOUNDATION leans on a few funders — its largest provides 75% of grant income and the top three 89%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

86% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund MARY LEE FOUNDATION.

75%
largest funder
89%
top three
~2
effective funders

Largest funder’s share by year: 2020 78% · 2021 50% · 2022 54% · 2023 97% — growing more concentrated.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

33% of MARY LEE FOUNDATION's funders are still giving 2 years after their first grant; 42% give in more than one year at all.

first grant+1y+2y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

97% of MARY LEE FOUNDATION's grant income comes from Texas funders.

IL
NY
TX

In-state vs out-of-state, by year

’20
’21
’22
’23
Texas out of state home

Funder states come from each funder’s own filing. $23k arriving through sponsors registered in 4 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

MARY LEE FOUNDATION holds deeper cash reserves than three-quarters of the 6,891 human services nonprofits its size.

Operating margin−16% · bottom quartile
Months of reserve10.2mo · top quartile
Revenue growth (annualized)−1% · bottom quartile

this organization peer median middle 50% of peers· 6,891 human services nonprofits $1M–$10M, FY2025

Organizations like MARY LEE FOUNDATION

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Texas

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

85% of spending goes to programs.

Program 85%Management 14%Fundraising 0%

Governance

11
board members
73%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention–Board reviewed the 990–Audited financials

Public support

99%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Part of a family of 3 related entities

  • Mary Lee Community · exempt
  • Mary Lee Flagship · exempt
  • Mary Lee Charles Place · exempt

Screen this organization

A dated, signed PDF of the compliance screen for MARY LEE FOUNDATION: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds MARY LEE FOUNDATION?
MARY LEE FOUNDATION (Texas) receives grants from 12 organizations whose IRS filings report $869,235 to it, the largest being ST DAVID'S FOUNDATION ($655,000). 5 of them have funded it in more than one year.
How many funders does MARY LEE FOUNDATION have?
IRS filings report 12 organizations giving $869,235 in grants to MARY LEE FOUNDATION, 5 of which have funded it in more than one year.
Who is the largest funder of MARY LEE FOUNDATION?
ST DAVID'S FOUNDATION is the largest funder on record, with $655,000 in grants. The full list of funders is on this page.
How can an organization like MARY LEE FOUNDATION find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Texas. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Mary Lee →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 12 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing