MARIST HIGH SCHOOL FOUNDATION: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
MARIST HIGH SCHOOL FOUNDATION (EIN 93-0572034)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-10
IRS object ID
201131309349302408
Schema version
2009v1.7
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)
Timestamp2011-05-10T17:29:01-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

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 Date2009-07-01TaxPeriodBeginDate

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)
NameDON LANCEName
TitleTREASURERTitle
Phone5416860251Phone
Date Signed2011-05-03DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSARA HUMMELName
Phone5416872320Phone
Date Prepared2011-05-04DatePrepared
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDON LANCENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11900 KINGSLEY RDAddressLine1
CityEUGENECity
StateORState
ZIP Code97401ZIPCode
FieldValueIRS element (for citing)
Gross Receipts725873GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.MARISTFOUNDATION.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
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 Body16NbrVotingMembersGoverningBody
Nbr Independent Voting Members16NbrIndependentVotingMembers
Total Nbr Employees2TotalNbrEmployees
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year157936ContributionsGrantsPriorYear
Contributions Grants Current Year44913ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year47353InvestmentIncomePriorYear
Investment Income Current Year125104InvestmentIncomeCurrentYear
Other Revenue Prior Year-54583OtherRevenuePriorYear
Other Revenue Current Year2660OtherRevenueCurrentYear
Total Revenue Prior Year150706TotalRevenuePriorYear
Total Revenue Current Year172677TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year163100GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY59000GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year125711SalariesEtcPriorYear
Salaries Etc Current Year17637SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year8311TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year48940OtherExpensePriorYear
Other Expenses Current Year32307OtherExpensesCurrentYear
Total Expenses Prior Year346062TotalExpensesPriorYear
Total Expenses Current Year108944TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-195356RevenuesLessExpensesPriorYear
Revenues Less Expenses CY63733RevenuesLessExpensesCY
Total Assets BOY1545329TotalAssetsBOY
Total Assets EOY1618839TotalAssetsEOY
Total Liabilities BOY1075TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1544254NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1618839NetAssetsOrFundBalancesEOY
Mission DescriptionTO PROVIDE TUITION ASSISTANCE AND SCHOLORSHIPS TO STUDENTS WHO ARE ATTENDING MARIST HIGH SCHOOL.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense60000Expense
Grants59000Grants
DescriptionPROVIDED DIRECT SCHOLARSHIPS TO MARIST HIGH SCHOOL STUDENTS FROM SCHOLARSHIP FUNDDescription
Total Program Service Expense60000TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Balance Sheet Amounts ReportedfalseBalanceSheetAmountsReported
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 Employees2NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
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
Nbr Voting Governing Body Members16NbrVotingGoverningBodyMembers
Number Independent Voting Members16NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
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 (16 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
BRAD COPELAND
PRESIDENT1.00XX000
DON LANCE
SEC/TREAS1.00XX000
KEITH BALDERSON
DIRECTOR1.00X000
JERRY HARPER
DIRECTOR1.00X000
ANDY STORMENT
DIRECTOR1.00X000
CHRIS DUYCK
DIRECTOR1.00X000
OWEN ENGELMAN
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
TOM SIMON
DIRECTOR1.00X000
JAY CONROY
DIRECTOR1.00X000
CHAD DEPAOLI
CIRECTOR1.00X000
FieldValueIRS element (for citing)
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
All Other Contributions44913AllOtherContributions
Total Contributions44913TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column66551TotalRevenueColumn
Exclusion$66,551ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities611749Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities553196Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities58553Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column58553TotalRevenueColumn
Related Or Exempt Function Income58553RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Gross Income Fundraising Events2660GrossIncomeFundraisingEvents

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column2660TotalRevenueColumn
Exclusion$2,660ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column172677TotalRevenueColumn
Related Or Exempt Function Income58553RelatedOrExemptFunctionIncome
Exclusion$69,211ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total59000Total
Program Services59000ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total12543Total
Management And General12543ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total3963Total
Management And General3963ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1131Total
Management And General1131ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total6352Total
Management And General6352ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total2047Total
Management And General2047ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total2844Total
Management And General2844ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total143Total
Management And General143ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total3462Total
Management And General3462ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneralProgram ServicesProgramServices
INVESTMENT EXPENSE1103011030
ALUMNI RELATIONS39413941
OTHER OFFICE EXPENSES12971297
OTHER CONTRIBUTIONS10001000
DUES AND SUBSCRIPTIONS191191

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total108944Total
Program Services60000ProgramServices
Management And General48944ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY968BOY
EOY4884EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY6788BOY
EOY62EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
EOY250000EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY1537573BOY
EOY1308919EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
EOY54974EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1545329BOY
EOY1618839EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY1075BOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1075BOY
EOY0EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY27115BOY
EOY20810EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1517139BOY
EOY1598029EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1544254BOY
EOY1618839EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1545329BOY
EOY1618839EOY
FieldValueIRS element (for citing)
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)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years235951CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years199564CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years249100CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year157936CurrentTaxYearMinus1Year
Current Tax Year44913CurrentTaxYear
Total887464Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years235951CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years199564CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years249100CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year157936CurrentTaxYearMinus1Year
Current Tax Year44913CurrentTaxYear
Total887464Total
FieldValueIRS element (for citing)
Public Support Total170887464PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years65440CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years73708CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years136482CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year47353CurrentTaxYearMinus1Year
Current Tax Year55373CurrentTaxYear
Total378356Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year2660CurrentTaxYear
Total2660Total
FieldValueIRS element (for citing)
Total Support1268480TotalSupport
Gross Receipts From Admissions Etc654149GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.69960PublicSupportPertcentage170
Public Support Pertcent Prior Year0.66090PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

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 Grant59000AmountOfCashGrant

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990FORM 990, PAGE 6, PART VI, LINE 11THE 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.

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