Civic Intelligence

Marist High School Foundation

990 • Fiscal year 2014 • EIN 93-0572034

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 10, 2014

Organization ProfileWWW.MARISTFOUNDATION.ORG
1900 Kingsley Rd97401

(541) 686-0251

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

84th percentile

24%

Faster asset growth than 84% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$2,685,258

Up $513,662 (+24%) from 2013

Net Assets

Up

$2,685,258

Up $513,662 (+24%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin91st percentile

Revenue

$215,061

No earlier filing loaded for comparison.

Expenses

Up

$111,272

Up $11,532 (+12%) from 2013

Net Income

$103,789

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,618,839Liabilities 2010: $0Net Assets 2010: $1,618,8392010Assets 2011: $1,871,718Liabilities 2011: $842Net Assets 2011: $1,870,8762011Assets 2012: $1,870,492Liabilities 2012: $0Net Assets 2012: $1,870,4922012Assets 2013: $2,171,596Liabilities 2013: $0Net Assets 2013: $2,171,5962013Assets 2014: $2,685,258Liabilities 2014: $0Net Assets 2014: $2,685,2582014Assets 2015: $2,912,646Liabilities 2015: $0Net Assets 2015: $2,912,6462015Assets 2016: $2,878,445Liabilities 2016: $500Net Assets 2016: $2,877,9452016Assets 2017: $3,240,239Liabilities 2017: $50,000Net Assets 2017: $3,190,2392017Assets 2018: $3,389,447Liabilities 2018: $0Net Assets 2018: $3,389,4472018Assets 2019: $3,452,918Liabilities 2019: $1,000Net Assets 2019: $3,451,9182019Assets 2020: $3,457,528Liabilities 2020: $1,198Net Assets 2020: $3,456,3302020Assets 2021: $4,286,618Liabilities 2021: $1,000Net Assets 2021: $4,285,6182021Assets 2022: $3,983,834Liabilities 2022: $1,313Net Assets 2022: $3,982,5212022Assets 2023: $4,587,975Liabilities 2023: $3,053Net Assets 2023: $4,584,9222023Assets 2024: $6,525,337Liabilities 2024: $3,053Net Assets 2024: $6,522,2842024Assets 2025: $6,698,959Liabilities 2025: $3,091Net Assets 2025: $6,695,8682025

Highlighted filing

2014

Assets$2,685,258
Liabilities$0
Net Assets$2,685,258
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2010: $108,9442010Expenses 2011: $87,2752011Expenses 2012: $95,8222012Expenses 2013: $99,7402013Revenue 2014: $215,061Expenses 2014: $111,272Net Income 2014: $103,7892014Revenue 2015: $556,659Expenses 2015: $126,036Net Income 2015: $430,6232015Revenue 2016: $236,115Expenses 2016: $141,668Net Income 2016: $94,4472016Revenue 2017: $184,880Expenses 2017: $155,168Net Income 2017: $29,7122017Revenue 2018: $299,178Expenses 2018: $169,096Net Income 2018: $130,0822018Revenue 2019: $235,308Expenses 2019: $178,811Net Income 2019: $56,4972019Revenue 2020: $224,929Expenses 2020: $179,771Net Income 2020: $45,1582020Revenue 2021: $1,114,686Expenses 2021: $175,334Net Income 2021: $939,3522021Revenue 2022: $647,630Expenses 2022: $199,272Net Income 2022: $448,3582022Revenue 2023: $510,336Expenses 2023: $245,834Net Income 2023: $264,5022023Revenue 2024: $1,660,947Expenses 2024: $278,588Net Income 2024: $1,382,3592024Revenue 2025: $443,038Expenses 2025: $808,350Net Income 2025: -$365,3122025

Highlighted filing

2014

Revenue$215,061
Expenses$111,272
Net Income$103,789
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 10, 2014
Return Version
2013v3.1
Gross Receipts
$230,739
Mission and Program Overview

Mission

To provide tuition assistance and scholarships to students who are attending marist high school.

To provide tuition assistance and scholorships to students who are attending marist high school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,816,206$2,336,616▲ $520,410
Other Notes and Loans Receivable, Net$350,753$341,297▼ $9,456
Cash and Non-Interest-Bearing Accounts$4,637$7,345▲ $2,708
Total Assets$2,171,596$2,685,258▲ $513,662
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,144,675$2,648,092▲ $503,417
Unrestricted Net Assets$26,921$37,166▲ $10,245
Total Net Assets Fund Balance$2,171,596$2,685,258▲ $513,662
Total Liabilities and Net Assets / Fund Balance$2,171,596$2,685,258▲ $513,662
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Gerald HarperPresident
Brad CopelandDirector
Cathleen KarcherDirector
Cecilia KastDirector
Chris DuyckDirector
Debbie JewettDirector
Donald LanceDirector
Jon AndersonDirector
Mark GiustinaDirector
Robb MillerDirector
Robert OliveDirector
Robert WeeksDirector
Andy StormentSecretary
Meghan McmahonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$199,383
Program Service Revenue
$0
Investment Income
$15,678
Other Revenue
$0
All Other Contributions
$148,883
Change in Net Assets
$103,789
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$73,620
Other Expenses$36,029
Salaries, Compensation, and Employee Benefits$1,623
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$73,620--$73,620
Fees for Service Investment Mgmnt Fees-$16,559-$16,559
Fees for Services Other-$11,849-$11,849
Fees for Services Accounting-$4,125-$4,125
Insurance-$2,482-$2,482
Other Employee Benefits-$1,623-$1,623
Fees for Services Legal-$292-$292
Other Expenses-$174-$174
Conferences and Meetings-$128-$128
Office Expenses-$20-$20
Total Functional Expenses$73,620$37,652$0$111,272
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Kpd insurance kpd insurance director director coworkers”

Form 990, Page 6, Part VI, Line 11B

“The 990 is reviewed by the treasurer of the board of directors prior to filing. The return is made available to board members.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available upon request.”

Filing and Contact Details

Filer

EIN
93-0572034
Phone
5416860251

Signing Officer

Name
Gerald Harper
Title
President
Phone
5416860251
Signed
2014-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sean Jones
Formed
1968
Legal Domicile
Or
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
14

Preparer

Preparer
Jim a Christian
Phone
5416872320
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Board 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.”

Form 990, Part IX, Line 11G

“OTHER FEES 0 11,849 0”

Raw XML AppendixShowing 400 of 422 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
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IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt073620
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt073620
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt068
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1KPD INSURANCE KPD INSURANCE DIRECTOR DIRECTOR COWORKERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS REVIEWED BY THE TREASURER OF THE BOARD OF DIRECTORS PRIOR TO FILING. THE RETURN IS MADE AVAILABLE TO BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER FEES 0 11,849 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10MARIST CATHOLIC HIGH SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode0974011799
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0true
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0true
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt011849
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1341297
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt250500
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2FMV
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IRS990/SignificantNewProgramSrvcInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt073620
IRS990/TotalFunctionalExpensesGrp/TotalAmt0111272
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceExpensesAmt073620
IRS990/TotalRevenueGrp/ExclusionAmt015960
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0215061
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02171596
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02685258
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt026921
IRS990/UnrestrictedNetAssetsGrp/EOYAmt037166
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101900 KINGSLEY RD
IRS990/USAddress/City0EUGENE
IRS990/USAddress/State0OR
IRS990/USAddress/ZIPCode097401
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.MARISTFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD HARPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05416860251
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-10

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,685,258
Liabilities
$0
Net assets
$2,685,258
Revenue
$215,061
Expenses
$111,272
Net income
$103,789
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.44$0.81$0.37
2024Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.52$1.66$0.28$1.38
2023Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.58$0.51$0.25$0.26
2022Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.65$0.20$0.45
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.29$0.00$4.29$1.11$0.18$0.94
2020Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.22$0.18$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.24$0.18$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.30$0.17$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.24$0.05$3.19$0.18$0.16$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.24$0.14$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.56$0.13$0.43
2014Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.22$0.11$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.00$2.17$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.00$1.87$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.00$1.87$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.00$1.62$0.11