Marist High School Foundation: FY2020 Nonprofit Profile & Form 990 (EIN 93-0572034)

Revenue by fiscal year
FY2020	$225K
FY2021	$1.1M
FY2022	$648K
FY2023	$510K
FY2024	$1.7M
FY2025	$443K

Expenses by fiscal year
FY2020	$180K
FY2021	$175K
FY2022	$199K
FY2023	$246K
FY2024	$279K
FY2025	$808K

Net assets by fiscal year
FY2020	$3.5M
FY2021	$4.3M
FY2022	$4.0M
FY2023	$4.6M
FY2024	$6.5M
FY2025	$6.7M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1968.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

71 cents of each dollar spent went to programs.

71%

29%

Program services 71% · $128K Management & general 29% · $52K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

13 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII

Jon Anderson

President

$0Pt VII · Sec A

Jerry Rouleau

Secretary

$0Pt VII · Sec A

Meghan McMahon

Treasurer

$0Pt VII · Sec A

Cathleen Karcher

Director

$0Pt VII · Sec A

Mark Giustina

Director

$0Pt VII · Sec A

Tracie Gonyea

Director

$0Pt VII · Sec A

Jeff Kast

Director

$0Pt VII · Sec A

Marcus Whittaker

Director

$0Pt VII · Sec A

See Marist High School Foundation executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers tuition assistance and scholarships to students attending Marist High School.

Questions for Marist High School Foundation

Tap to ask. Marist High School Foundation sees how many people are interested.

Your first name shows with your question. Marist High School Foundation answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $128K · in their own filed words · FY2019

01

Provided 76 scholarships to marist high school students from scholarship fund.

$128Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2024

Nb and Jacqueline Giustina FoundationFY2024$50K

Vanguard Charitable Endowment ProgramFY2024$9K

Fidelity Investments Charitable Gift FundFY2024$9K

Dlx Family FoundationFY2024$534

Total grants receivedfrom 4 funders$69K

See all 4 funders →

Grants paid · 6 grants · $1.6M · 2019–2024

Marist Catholic High School Eugene OregonOR · FY2024$738,751

Marist Catholic High School Eugene OregonOR · FY2023$220,250

Marist Catholic High School Eugene OregonOR · FY2022$195,250

Marist Catholic High School Eugene OregonOR · FY2021$146,000

Unitemized GrantFY2020$132,250

Unitemized GrantFY2019$127,750

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$225K

Ln 12

Gifts and grantsLn 1h$116K

Investment incomeLn 3$109K

Money outPt IX

$180K

Ln 25

Programscol B$128K

Managementcol C$52K

Owns and owesPt X

$3.5M

net assets · Ln 32

Cash and savingsLn 1–2$12K

Total assetsLn 16$3.5M

LiabilitiesLn 26$1K

PeoplePt VI, VII

13

listed · VII A

PaidVII A0

Voting boardVI 1a13

IndependentVI 1b13

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$116K

Investment incomeLn 3$109K

Gains on assetsLn 7$22K

Total revenueLn 12$225K

Assets in detailPt X, end of year

CashLn 1$4K

SavingsLn 2$7K

Cash and savings togetherLn 1–2$12K

InvestmentsLn 11–13$3.3M

Total assetsLn 16$3.5M

LiabilitiesLn 26$1K

Net assetsLn 32$3.5M

OperationsPt I, VI

EmployeesI 50

VolunteersI 613

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$13K	$12K
InvestmentsLn 11–13	$3.2M	$3.3M
Total assetsLn 16	$3.5M	$3.5M
LiabilitiesLn 26	$1K	$1K
Net assetsLn 32	$3.5M	$3.5M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$128K	$128K
Accounting feesLn 11c	$7K		$7K
Investment management feesLn 11f	$24K		$24K
Other fees for servicesLn 11g	$14K		$14K
Office expensesLn 13	$685		$685
Conferences, conventions and meetingsLn 19	$51		$51
InsuranceLn 23	$7K		$7K
Other expenses (24a–d)Ln 24	$154		$154
Total functional expensesLn 25	$180K	$128K	$52K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$443K	$808K	−$365K	$6.7M	990 PDF
FY2024	$1.7M	$279K	$1.4M	$6.5M	990 PDF
FY2023	$510K	$246K	$265K	$4.6M	990 PDF
FY2022	$648K	$199K	$448K	$4.0M	990 PDF
FY2021	$1.1M	$175K	$939K	$4.3M	990 PDF
FY2020 Viewing	$225K	$180K	$45K	$3.5M	990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2020 990 (6 parts)

Part I · Summary $224,929 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $90,228$116,305

I-9 Program service revenue$0

I-10 Investment incomePrior year $145,080$108,624

I-11 Other revenue$0

I-12 Total revenuePrior year $235,308$224,929

I-13 Grants and similar amounts paidPrior year $125,875$127,750

I-14 Benefits paid to members$0

I-15 Salaries and benefits$0

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $52,936$52,021

I-18 Total expensesPrior year $178,811$179,771

I-19 Revenue less expensesPrior year $56,497$45,158

Part VI · Governance 13 of 13 board members independent, 4 to look at

VI-1a Voting members of the governing body13

VI-1b Independent voting members13

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $224,929 across 5 lines filed

VIII-1f All other contributions, gifts and grants$116,305

VIII-1h Total contributions, gifts and grants$116,305

VIII-3 Investment incomeExcluded from tax $86,268$86,268

VIII-7 Net gain or loss on sales of assetsRelated to mission $22,356$22,356

VIII-12 Total revenueRelated to mission $22,356 · Excluded from tax $86,268$224,929

Part IX · Statement of functional expenses $179,771 across 8 lines filed

IX-2 Grants to domestic individualsPrograms $127,750$127,750

IX-11c Accounting feesManagement $7,150$7,150

IX-11f Investment management feesManagement $23,574$23,574

IX-11g Other fees for servicesManagement $13,500$13,500

IX-13 Office expensesManagement $685$685

IX-19 Conferences, conventions and meetingsManagement $51$51

IX-23 InsuranceManagement $6,907$6,907

IX-24 Other expenses (24a–d)Management $154$154

IX-25 Total functional expensesPrograms $127,750 · Management $52,021 · Fundraising $0$179,771

Part X · Balance sheet $3,457,528 assets, 10 lines filed

Asset lines not itemized here account for $184,749; see the IRS return.

X-1 Cash, non-interest-bearingStart of year $5,725$4,385

X-2 Savings and temporary cash investmentsStart of year $7,092$7,461

X-11 Publicly traded securitiesStart of year $3,219,732$3,260,933

X-16 Total assetsStart of year $3,452,918$3,457,528

X-17 Accounts payable and accrued expensesStart of year $1,000$1,198

X-26 Total liabilitiesStart of year $1,000$1,198

X-27 Net assets without donor restrictionsStart of year $14,900$14,927

X-28 Net assets with donor restrictionsStart of year $3,437,018$3,441,403

X-32 Total net assets or fund balancesStart of year $3,451,918$3,456,330

X-33 Total liabilities and net assetsStart of year $3,452,918$3,457,528

Part XI · Reconciliation of net assets $3,456,330 net assets at year end

XI-1 Total revenue$224,929

XI-2 Total expenses$179,771

XI-3 Revenue less expenses$45,158

XI-4 Net assets at start of year$3,451,918

XI-5 Net unrealized gains (losses) on investments−$40,746

XI-10 Net assets at end of year$3,456,330

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

Marist High School Foundation FY2020 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Marist High School Foundation

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV