Marist High School Foundation: FY2021 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

75 cents of each dollar spent went to programs.

75%

25%

Program services 75% · $132K Management & general 25% · $43K

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

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Who runs it and what they're paid

15 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII

Jon Anderson

President

$0Pt VII · Sec A

Meghan McMahon

Treasurer

$0Pt VII · Sec A

Jerry Rouleau

Secretary

$0Pt VII · Sec A

Brad Copeland

Director

$0Pt VII · Sec A

Pat Eagan

Director

$0Pt VII · Sec A

John Garnsey

Director

$0Pt VII · Sec A

Mark Giustina

Director

$0Pt VII · Sec A

Tracie Gonyea

Director

$0Pt VII · Sec A

See Marist High School Foundation executive salaries →

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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.

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Provided by the organization

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1 program · $132K · in their own filed words · FY2020

01

Provided 87 scholarships to marist high school students from scholarship fund.

$132Kprogram 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 FY2021 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$1.1M

Ln 12

Investment incomeLn 3$993K

Gifts and grantsLn 1h$122K

Money outPt IX

$175K

Ln 25

Programscol B$132K

Managementcol C$43K

Owns and owesPt X

$4.3M

net assets · Ln 32

Cash and savingsLn 1–2$14K

Total assetsLn 16$4.3M

LiabilitiesLn 26$1K

PeoplePt VI, VII

15

listed · VII A

PaidVII A0

Voting boardVI 1a15

IndependentVI 1b15

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$122K

Investment incomeLn 3$993K

Gains on assetsLn 7$928K

Total revenueLn 12$1.1M

Assets in detailPt X, end of year

CashLn 1$7K

SavingsLn 2$7K

Cash and savings togetherLn 1–2$14K

InvestmentsLn 11–13$4.1M

Total assetsLn 16$4.3M

LiabilitiesLn 26$1K

Net assetsLn 32$4.3M

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 FY21	End FY21
Cash and savingsLn 1–2	$12K	$14K
InvestmentsLn 11–13	$3.3M	$4.1M
Total assetsLn 16	$3.5M	$4.3M
LiabilitiesLn 26	$1K	$1K
Net assetsLn 32	$3.5M	$4.3M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$132K	$132K
Accounting feesLn 11c	$7K		$7K
Investment management feesLn 11f	$13K		$13K
Other fees for servicesLn 11g	$15K		$15K
Office expensesLn 13	$614		$614
Conferences, conventions and meetingsLn 19	$100		$100
InsuranceLn 23	$7K		$7K
Total functional expensesLn 25	$175K	$132K	$43K	$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 Viewing	$1.1M	$175K	$939K	$4.3M	990 PDF
FY2020	$225K	$180K	$45K	$3.5M	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2021 990 (6 parts)

Part I · Summary $1,114,686 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $116,305$122,029

I-9 Program service revenue$0

I-10 Investment incomePrior year $108,624$992,657

I-11 Other revenue$0

I-12 Total revenuePrior year $224,929$1,114,686

I-13 Grants and similar amounts paidPrior year $127,750$132,250

I-14 Benefits paid to members$0

I-15 Salaries and benefits$0

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $52,021$43,084

I-18 Total expensesPrior year $179,771$175,334

I-19 Revenue less expensesPrior year $45,158$939,352

Part VI · Governance 15 of 15 board members independent, 4 to look at

VI-1a Voting members of the governing body15

VI-1b Independent voting members15

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 $1,114,686 across 5 lines filed

VIII-1f All other contributions, gifts and grants$122,029

VIII-1h Total contributions, gifts and grants$122,029

VIII-3 Investment incomeExcluded from tax $64,480$64,480

VIII-7 Net gain or loss on sales of assetsRelated to mission $928,177$928,177

VIII-12 Total revenueRelated to mission $928,177 · Excluded from tax $64,480$1,114,686

Part IX · Statement of functional expenses $175,334 across 7 lines filed

IX-2 Grants to domestic individualsPrograms $132,250$132,250

IX-11c Accounting feesManagement $6,700$6,700

IX-11f Investment management feesManagement $13,313$13,313

IX-11g Other fees for servicesManagement $15,000$15,000

IX-13 Office expensesManagement $614$614

IX-19 Conferences, conventions and meetingsManagement $100$100

IX-23 InsuranceManagement $7,357$7,357

IX-25 Total functional expensesPrograms $132,250 · Management $43,084 · Fundraising $0$175,334

Part X · Balance sheet $4,286,618 assets, 10 lines filed

Asset lines not itemized here account for $181,475; see the IRS return.

X-1 Cash, non-interest-bearingStart of year $4,385$6,605

X-2 Savings and temporary cash investmentsStart of year $7,461$7,462

X-11 Publicly traded securitiesStart of year $3,260,933$4,091,076

X-16 Total assetsStart of year $3,457,528$4,286,618

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

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

X-27 Net assets without donor restrictionsStart of year $14,927$20,308

X-28 Net assets with donor restrictionsStart of year $3,441,403$4,265,310

X-32 Total net assets or fund balancesStart of year $3,456,330$4,285,618

X-33 Total liabilities and net assetsStart of year $3,457,528$4,286,618

Part XI · Reconciliation of net assets $4,285,618 net assets at year end

XI-1 Total revenue$1,114,686

XI-2 Total expenses$175,334

XI-3 Revenue less expenses$939,352

XI-4 Net assets at start of year$3,456,330

XI-5 Net unrealized gains (losses) on investments−$110,064

XI-10 Net assets at end of year$4,285,618

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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Marist High School Foundation FY2021 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