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Marist High School Foundation FY2022 filing

Tax-deductible

Eugene, OR501(c)(3)Education EIN 93-0572034Revenue $648K in FY2022Latest return filed Jan 26, 2026

On file with the IRSmaristfoundation.orgEugene, ORTax-exempt since Dec 1968Supporting organization — 509(a)(3)

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To provide tuition assistance and scholarships to students who are attending Marist High School.

Form 990 Part I, line 1, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 93-0572034) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $452K a year · 59% of revenue · last 6 filings
A surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
73%
of spending
73% of spending went to programs.
Pt IX · Ln 25 · col B
Cash reserves
1.6 mo
of spending, in cash
Plus $3.8M in investments, Pt X · Ln 11–13
1.6 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $69K
4 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$1K
0.03% of total assets
Liabilities are 0.03% of assets.
Pt X · Ln 26
Independent board members
14
of 14 voting members
14 of 14 voting members are independent.
Pt VI · Ln 1a–1b
In line with peersDifferent from peersFar from peersNo peer rangeNo data yetTap a box for the reason.
Revenue
$648K
-42% vs prior year
Spent
$199K
To programs
73%
Net assets
$4.0M
By yearFY2020–FY2025
Revenue
$648K
FY2022▼ -42%
Tap a bar for its year
Revenue by fiscal year
FY2020$225K
FY2021$1.1M
FY2022$648K
FY2023$510K
FY2024$1.7M
FY2025$443K
Expenses
$199K
FY2022▲ +14%
Tap a bar for its year
Expenses by fiscal year
FY2020$180K
FY2021$175K
FY2022$199K
FY2023$246K
FY2024$279K
FY2025$808K
Net assets
$4.0M
FY2022▼ -7%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.5M
FY2021$4.3M
FY2022$4.0M
FY2023$4.6M
FY2024$6.5M
FY2025$6.7M

From the FY2022 Form 990 (year ending June 2022) · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

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

73 cents of each dollar spent went to programs.

Program services 73% · $146K Management & general 27% · $53K

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

14 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Jerry Rouleau
President
$0Pt VII · Sec A
Mark Giustina
Vice Preside
$0Pt VII · Sec A
$0Pt VII · Sec A
Beth Over
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Pat Eagen
Director
$0Pt VII · Sec A
John Garnsey
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Marist High School Foundation executive salaries →

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

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1 program · $146K · in their own filed words · FY2021
01

Provided scholarships to marist high school students from scholarship fund.

Form 990 Part III, line 4, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 93-0572034) · Dispute this line
$146Kprogram 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 FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$648K
Ln 12
Gifts and grantsLn 1h$349K
Investment incomeLn 3$298K
Money outPt IX
$199K
Ln 25
Programscol B$146K
Managementcol C$53K
Owns and owesPt X
$4.0M
net assets · Ln 32
Cash and savingsLn 1–2$27K
Total assetsLn 16$4.0M
LiabilitiesLn 26$1K
PeoplePt VI, VII
14
listed · VII A
PaidVII A0
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$349K
Investment incomeLn 3$298K
Gains on assetsLn 7$208K
Total revenueLn 12$648K
Assets in detailPt X, end of year
CashLn 1$10K
SavingsLn 2$18K
Cash and savings togetherLn 1–2$27K
Notes and loans receivableLn 7$141K
Prepaid expenses and deferred chargesLn 9$1K
InvestmentsLn 11–13$3.8M
Total assetsLn 16$4.0M
LiabilitiesLn 26$1K
Net assetsLn 32$4.0M
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
LineStart FY22End FY22
Cash and savingsLn 1–2$14K$27K
InvestmentsLn 11–13$4.1M$3.8M
Total assetsLn 16$4.3M$4.0M
LiabilitiesLn 26$1K$1K
Net assetsLn 32$4.3M$4.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$146K$146K
Accounting feesLn 11c$8K$8K
Investment management feesLn 11f$20K$20K
Other fees for servicesLn 11g$16K$16K
Office expensesLn 13$879$879
InsuranceLn 23$8K$8K
Total functional expensesLn 25$199K$146K$53K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Jan 26, 2026 $443K$808K−$365K$6.7M 990 PDF
FY2024Filed with the IRS Dec 12, 2024 $1.7M$279K$1.4M$6.5M 990 PDF
FY2023Filed with the IRS Jan 31, 2024 $510K$246K$265K$4.6M 990 PDF
FY2022 ViewingFiled with the IRS Feb 16, 2023 $648K$199K$448K$4.0M 990 PDF
FY2021Filed with the IRS Jan 17, 2022 $1.1M$175K$939K$4.3M 990 PDF
FY2020Filed with the IRS Mar 19, 2021 $225K$180K$45K$3.5M 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2022 990
Part I · Summary $647,630 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $122,029$349,389
I-9 Program service revenue$0
I-10 Investment incomePrior year $992,657$298,241
I-11 Other revenue$0
I-12 Total revenuePrior year $1,114,686$647,630
I-13 Grants and similar amounts paidPrior year $132,250$146,000
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $43,084$53,272
I-18 Total expensesPrior year $175,334$199,272
I-19 Revenue less expensesPrior year $939,352$448,358
Part VI · Governance 14 of 14 board members independent, 4 to look at
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
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 $647,630 across 5 lines filed
VIII-1f All other contributions, gifts and grants$349,389
VIII-1h Total contributions, gifts and grants$349,389
VIII-3 Investment incomeExcluded from tax $90,492$90,492
VIII-7 Net gain or loss on sales of assetsRelated to mission $207,749$207,749
VIII-12 Total revenueRelated to mission $207,749 · Excluded from tax $90,492$647,630
Part IX · Statement of functional expenses $199,272 across 6 lines filed
IX-1 Grants to domestic organizationsPrograms $146,000$146,000
IX-11c Accounting feesManagement $8,500$8,500
IX-11f Investment management feesManagement $20,408$20,408
IX-11g Other fees for servicesManagement $15,756$15,756
IX-13 Office expensesManagement $879$879
IX-23 InsuranceManagement $7,729$7,729
IX-25 Total functional expensesPrograms $146,000 · Management $53,272 · Fundraising $0$199,272
Part X · Balance sheet $3,983,834 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $6,605$9,698
X-2 Savings and temporary cash investmentsStart of year $7,462$17,527
X-7 Notes and loans receivableStart of year $181,475$140,810
X-9 Prepaid expenses and deferred charges$1,426
X-11 Publicly traded securitiesStart of year $4,091,076$3,814,373
X-16 Total assetsStart of year $4,286,618$3,983,834
X-17 Accounts payable and accrued expensesStart of year $1,000$1,313
X-26 Total liabilitiesStart of year $1,000$1,313
X-27 Net assets without donor restrictionsStart of year $20,308$36,200
X-28 Net assets with donor restrictionsStart of year $4,265,310$3,946,321
X-32 Total net assets or fund balancesStart of year $4,285,618$3,982,521
X-33 Total liabilities and net assetsStart of year $4,286,618$3,983,834
Part XI · Reconciliation of net assets $3,982,521 net assets at year end
XI-1 Total revenue$647,630
XI-2 Total expenses$199,272
XI-3 Revenue less expenses$448,358
XI-4 Net assets at start of year$4,285,618
XI-5 Net unrealized gains (losses) on investments−$751,455
XI-10 Net assets at end of year$3,982,521

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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