MARIST HIGH SCHOOL FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
MARIST HIGH SCHOOL FOUNDATION (EIN 93-0572034)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-02-20
IRS object ID
201340519349300329
Schema version
2011v1.5
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)
Timestamp2013-02-20T16:08:44-06:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

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 Date2011-07-01TaxPeriodBeginDate

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)
NameSEAN JONESName
TitleTREASURERTitle
Phone5416860251Phone
Date Signed2012-12-07DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJIM A CHRISTIANName
Phone5416872320Phone
Date Prepared2013-01-31DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

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 Receipts1280645GrossReceipts
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 SCHOLARSHIPS TO STUDENTS WHO ARE ATTENDING MARIST HIGH SCHOOL.ActivityOrMissionDescription
Nbr Voting Members Governing Body15NbrVotingMembersGoverningBody
Nbr Independent Voting Members15NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers15TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year56453ContributionsGrantsPriorYear
Contributions Grants Current Year81718ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year91355InvestmentIncomePriorYear
Investment Income Current Year129144InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year147808TotalRevenuePriorYear
Total Revenue Current Year210862TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year50500GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY64875GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year2340SalariesEtcPriorYear
Salaries Etc Current Year2535SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year34435OtherExpensePriorYear
Other Expenses Current Year28412OtherExpensesCurrentYear
Total Expenses Prior Year87275TotalExpensesPriorYear
Total Expenses Current Year95822TotalExpensesCurrentYear
Revenues Less Expenses Prior Year60533RevenuesLessExpensesPriorYear
Revenues Less Expenses CY115040RevenuesLessExpensesCY
Total Assets BOY1871718TotalAssetsBOY
Total Assets EOY1870492TotalAssetsEOY
Total Liabilities BOY842TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1870876NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1870492NetAssetsOrFundBalancesEOY
Mission DescriptionTO PROVIDE TUITION ASSISTANCE AND SCHOLARSHIPS TO STUDENTS WHO ARE ATTENDING MARIST HIGH SCHOOL.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense64875Expense
Grants64875Grants
DescriptionPROVIDED DIRECT SCHOLARSHIPS TO MARIST HIGH SCHOOL STUDENTS FROM SCHOLARSHIP FUNDDescription
Total Program Service Expense64875TotalProgramServiceExpense
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
Transaction Related EntityfalseTransactionRelatedEntity
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 Members15NbrVotingGoverningBodyMembers
Number Independent Voting Members15NumberIndependentVotingMembers
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 (15 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
BRAD COPELAND
DIRECTOR1.00X000
DONALD LANCE
DIRECTOR1.00X000
KEITH BALDERSON
DIRECTOR1.00X000
GERALD HARPER
DIRECTOR1.00X000
ANDY STORMENT
SECRETARY1.00X000
CHRIS DUYCK
PRESIDENT1.00X000X
OWEN ENGELMANN
DIRECTOR1.00X000
TERRY HASKIN
DIRECTOR1.00X000
CATHLEEN KARCHER
DIRECTOR1.00X000
NANCY KIESEWETTER
DIRECTOR1.00X000
MARY KAY MANWILL
DIRECTOR1.00X000
ROBERT WEEKS
DIRECTOR1.00X000
CISSY KAST
DIRECTOR1.00X000
ROBERT OLIVE
DIRECTOR1.00X000
SEAN JONES
TREASURER1.00X000X
FieldValueIRS element (for citing)
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
All Other Contributions81718AllOtherContributions
Total Contributions81718TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column31778TotalRevenueColumn
Exclusion$31,778ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities1167149Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities1069783Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities97366Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column97366TotalRevenueColumn
Exclusion$97,366ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column210862TotalRevenueColumn
Exclusion$129,144ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total64875Total
Program Services64875ProgramServices

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total2535Total
Management And General2535ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total4262Total
Management And General4262ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total6120Total
Management And General6120ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total490Total
Management And General490ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total206Total
Management And General206ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total551Total
Management And General551ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total2030Total
Management And General2030ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
INVESTMENT EXPENSE1424814248
DUES AND SUBSCRIPTIONS261261
OTHER OFFICE EXPENSES191191
EQUIP. RENTAL AND MAINT.5353

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total95822Total
Program Services64875ProgramServices
Management And General30947ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY7737BOY
EOY5397EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY63BOY
EOY88EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
EOY365642EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY1785084BOY
EOY1456160EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY78834BOY
EOY43205EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1871718BOY
EOY1870492EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY842BOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY842BOY
EOY0EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY37218BOY
EOY29125EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1833658BOY
EOY1841367EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1870876BOY
EOY1870492EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1871718BOY
EOY1870492EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses115040ReconcilationRevenueExpenses
Reconcilation Other Changes-115424ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewtrueAccountantCompileOrReview
FS AuditedfalseFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
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$64,875Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts64875SumOfAmounts

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 Recipients68NumberOfRecipients
Amount Of Cash Grant64875AmountOfCashGrant

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 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.
OTHER CHANGES IN NET ASSETS EXPLANATIONFORM 990, PART XI, LINE 5UNREALIZED LOSS ON INVESTMENTS

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