MARIST HIGH SCHOOL FOUNDATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
MARIST HIGH SCHOOL FOUNDATION (EIN 93-0572034)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-01-14
IRS object ID
201400149349301800
Schema version
2012v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-01-14T16:56:00-06:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1JONES & ROTH PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 10086AddressLine1
CityEUGENECity
StateORState
ZIP Code97440ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN930572034EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MARIST HIGH SCHOOL FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMARINameControl
Phone5416860251Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11900 KINGSLEY RDAddressLine1
CityEUGENECity
StateORState
ZIP Code97401ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameGERALD HARPERName
TitlePRESIDENTTitle
Phone5416860251Phone
Date Signed2013-11-08DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJIM A CHRISTIANName
Phone5416872320Phone
Date Prepared2013-12-02DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonSEAN JONESNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11900 KINGSLEY RDAddressLine1
CityEUGENECity
StateORState
ZIP Code97401ZIPCode
FieldValueIRS element (for citing)
Gross Receipts526710GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.MARISTFOUNDATION.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1968YearFormation
State Legal DomicileORStateLegalDomicile
Activity Or Mission DescriptionTO PROVIDE TUITION ASSISTANCE AND SCHOLORSHIPS TO STUDENTS WHO ARE ATTENDING MARIST HIGH SCHOOL.ActivityOrMissionDescription
Nbr Voting Members Governing Body14NbrVotingMembersGoverningBody
Nbr Independent Voting Members14NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers14TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year81718ContributionsGrantsPriorYear
Contributions Grants Current Year113537ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year129144InvestmentIncomePriorYear
Investment Income Current Year56418InvestmentIncomeCurrentYear
Other Revenue Current Year18OtherRevenueCurrentYear
Total Revenue Prior Year210862TotalRevenuePriorYear
Total Revenue Current Year169973TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year64875GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY62500GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year2535SalariesEtcPriorYear
Salaries Etc Current Year1386SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year28412OtherExpensePriorYear
Other Expenses Current Year35854OtherExpensesCurrentYear
Total Expenses Prior Year95822TotalExpensesPriorYear
Total Expenses Current Year99740TotalExpensesCurrentYear
Revenues Less Expenses Prior Year115040RevenuesLessExpensesPriorYear
Revenues Less Expenses CY70233RevenuesLessExpensesCY
Total Assets BOY1870492TotalAssetsBOY
Total Assets EOY2171596TotalAssetsEOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1870492NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY2171596NetAssetsOrFundBalancesEOY
Mission DescriptionTO PROVIDE TUITION ASSISTANCE AND SCHOLORSHIPS TO STUDENTS WHO ARE ATTENDING MARIST HIGH SCHOOL.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense62500Expense
Grants62500Grants
DescriptionPROVIDED DIRECT SCHOLARSHIPS TO MARIST HIGH SCHOOL STUDENTS FROM SCHOLARSHIP FUNDDescription
Total Program Service Expense62500TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquipfalseReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members14NbrVotingGoverningBodyMembers
Number Independent Voting Members14NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodyfalseForm990ProvidedToGoverningBody
Conflict Of Interest PolicyfalseConflictOfInterestPolicy
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledORStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1MARIST HIGH SCHOOL FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number5416860251TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11900 KINGSLEY RDAddressLine1
CityEUGENECity
StateORState
ZIP Code97401ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (14 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
BRAD COPELAND
DIRECTOR1.00X000
JON ANDERSON
DIRECTOR1.00X000
MARK GIUSTINA
DIRECTOR1.00X000
DEBBIE JEWETT
DIRECTOR1.00X000
DONALD LANCE
DIRECTOR1.00X000
CHRIS DUYCK
DIRECTOR1.00X000
ROBB MILLER
DIRECTOR1.00X000
GERALD HARPER
PRESIDENT1.00X000X
CATHLEEN KARCHER
DIRECTOR1.00X000
SEAN JONES
TREASURER1.00X000X
ANDY STORMENT
SECRETARY1.00X000X
ROBERT WEEKS
DIRECTOR1.00X000
CISSY KAST
DIRECTOR1.00X000
ROBERT OLIVE
DIRECTOR1.00X000
FieldValueIRS element (for citing)
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
All Other Contributions113537AllOtherContributions
Total Contributions113537TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column51783TotalRevenueColumn
Exclusion$51,783ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities361372Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities356737Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities4635Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column4635TotalRevenueColumn
Exclusion$4,635ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionOTHER REVENUEDescription
Total Revenue Column18TotalRevenueColumn
Related Or Exempt Function Income18RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue18TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column169973TotalRevenueColumn
Related Or Exempt Function Income18RelatedOrExemptFunctionIncome
Exclusion$56,418ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total62500Total
Program Services62500ProgramServices

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total1386Total
Management And General1386ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total262Total
Management And General262ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total9445Total
Management And General9445ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total8271Total
Management And General8271ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total348Total
Management And General348ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total600Total
Management And General600ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total565Total
Management And General565ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total2412Total
Management And General2412ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
INVESTMENT EXPENSE1353113531
DUES AND SUBSCRIPTIONS170170
OTHER OFFICE EXPENSES167167
UTILITIES8383

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total99740Total
Program Services62500ProgramServices
Management And General37240ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY5397BOY
EOY4637EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY88BOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY365642BOY
EOY350753EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY1456160BOY
EOY1816206EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY43205BOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1870492BOY
EOY2171596EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY29125BOY
EOY26921EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1841367BOY
EOY2144675EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1870492BOY
EOY2171596EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1870492BOY
EOY2171596EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses70233ReconcilationRevenueExpenses
Reconciliation Unrealized Invest230871ReconciliationUnrealizedInvest
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewtrueAccountantCompileOrReview
FS AuditedfalseFSAudited
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type3 Func IntXSupportingOrg509a3Type3FuncInt
Certification CheckboxXCertificationCheckbox
Contrib By Controlling IndividualfalseContribByControllingIndividual
Contribution By Related PartyfalseContributionByRelatedParty
Contrib By35 Controlled EntityfalseContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1MARIST HIGH SCHOOLBusinessNameLine1
FieldValueIRS element (for citing)
EIN931189917EIN
Type Of Organization2TypeOfOrganization
Listed In Governing DoctrueListedInGoverningDoc
Supported Organization NotifiedtrueSupportedOrganizationNotified
Organized In UStrueOrganizedInUS
Amount$62,500Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts62500SumOfAmounts

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantSCHOLARSHIPSTypeOfGrant
Number Of Recipients60NumberOfRecipients
Amount Of Cash Grant62500AmountOfCashGrant

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITSFORM 990, PAGE 1, PART I, LINE 6BOARD MEMBERS - ATTEND MONTHLY/QUARTERLY BOARD MEETINGS AND COMMITTEE MEETINGS AS SCHEDULED TO CONDUCT BUSINESS OF MARIST FOUNDATION INCLUDING INVESTMENT, BUDGET, SCHOLARSHIP, DONOR AND SCHOOL BUSINESS AS IT PERTAINS TO THE MISSION OF THE FOUNDATION.
RELATED PARTY INFORMATION AMONG OFFICERSFORM 990, PAGE 6, PART VI, LINE 2KPD INSURANCE KPD INSURANCE DIRECTOR DIRECTOR COWORKERS
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990FORM 990, PAGE 6, PART VI, LINE 11BTHE 990 IS REVIEWED BY THE TREASURER OF THE BOARD OF DIRECTORS PRIOR TO FILING. THE RETURN IS MADE AVAILABLE TO BOARD MEMBERS.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATIONFORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.