2024-03-07T11:09:49-06:00 2023-06-30 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990 2022-07-01 356007169 ST RICHARD'S EPISCOPAL SCHOOL STRI 3179260425 33 E 33RD STREET INDIANAPOLIS IN 462053401 LINDA CHESTNUT CHIEF ACCOUNTING OFFICER 3179260425 2024-02-28 1 LINDA CHESTNUT 999009999 0 CASSE TATE P01271193 3175802000 2024-02-28 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z LESLIE HOSEY 33 E 33RD STREET INDIANAPOLIS IN 462053401 8092254 0 X WWW.SRESDRAGONS.ORG X 1960 IN WE FOSTER KNOWLEDGE AND VALUES FOR A LIFETIME THROUGH THE IMPLEMENTATION OF OUR FIVE PILLARS FOR SUCCESS: FAITH, CLASSIC CURRICULUM, LEADERSHIP, CIVIC RESPONSIBILITY, AND GLOBAL READINESS. 19 19 148 100 0 0 2654855 2046064 5756789 5897084 692 54485 43707 32271 8456043 8029904 780314 761346 0 0 4269325 4292992 0 0 232473 2566925 2784469 7616564 7838807 839479 191097 7446080 7508600 1097942 965866 6348138 6542734 WE FOSTER KNOWLEDGE AND VALUES FOR A LIFETIME THROUGH THE IMPLEMENTATION OF OUR FIVE PILLARS FOR SUCCESS: FAITH, CLASSIC CURRICULUM, LEADERSHIP, CIVIC RESPONSIBILITY, AND GLOBAL READINESS. 0 0 5780670 761346 5917205 WE STRIVE TO EDUCATE CHILDREN IN GRADES PRE-K THROUGH 8 WITH A CURRICULUM THAT IMPLEMENTS THE SCHOOL'S FIVE PILLARS FOR SUCCESS. WE VALUE THE INCLUSION OF ETHNIC, RACIAL, AND SOCIOECONOMIC DIVERSITY AMONG OUR STUDENTS. APPROXIMATELY 307 STUDENTS ATTEND THE SCHOOL. 5780670 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 54 0 1 148 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 IN X LINDA CHESTNUT 3179260425 33 E 33RD STREET INDIANAPOLIS IN 46205 NICK COLBY PRESIDENT 4.00 X X 0 0 0 DAVIES REED VICE PRESIDENT 4.00 X X 0 0 0 JEFF WAWOK TREASURER 4.00 X X 0 0 0 NNEKA BREAUX SECRETARY 4.00 X X 0 0 0 JENNIFER BASKERVILLE-BURROWS BOARD TRUSTEE 4.00 X 0 0 0 ELIZABETH BEARBY BOARD TRUSTEE 4.00 X 0 0 0 MARLENE MARCHESANI BOARD TRUSTEE 4.00 X 0 0 0 LEON JACKSON BOARD TRUSTEE 4.00 X 0 0 0 CORKY PLEWS BOARD TRUSTEE 4.00 X 0 0 0 ROD BROWN BOARD TRUSTEE 4.00 X 0 0 0 JULIA WHITWORTH BOARD TRUSTEE 4.00 X 0 0 0 LATONYA TURNER BOARD TRUSTEE 4.00 X 0 0 0 SARA MAMUSKA-MORRIS BOARD TRUSTEE 4.00 X 0 0 0 KIMBERLY BACON BOARD TRUSTEE 4.00 X 0 0 0 ROB MACPHERSON BOARD TRUSTEE 4.00 X 0 0 0 THOMAS DAWSON BOARD TRUSTEE 4.00 X 0 0 0 WENDY PONADER BOARD TRUSTEE 4.00 X 0 0 0 JIM PURUCKER BOARD TRUSTEE 4.00 X 0 0 0 CINDY CHO BOARD TRUSTEE 4.00 X 0 0 0 DR LESLIE HOSEY HEAD OF SCHOOL 38.00 2.00 X 198550 0 18941 198550 0 18941 1 0 1 0 ALADDIN FOOD MANAGEMENT SERVICES LLC 21 ARMORY DRIVE WHEELING WV 26003 HOT LUNCH PROGRAM 411784 1 130650 463500 536285 915629 9470 2046064 TUITION 611110 5416589 5416589 CHILDCARE REVENUE 624410 405308 405308 75187 75187 5897084 54485 54485 74500 130650 62350 12150 12150 20121 20121 20121 8029904 5917205 0 66635 761346 761346 230879 103895 103896 23088 3306413 2491519 702910 111984 503105 310437 177839 14829 252595 181748 61381 9466 8715 8715 26500 26500 11026 11026 61929 61929 25224 17677 7547 117547 84543 33004 735861 584842 151019 15400 3657 11743 387181 367822 19359 47386 47386 FOOD SERVICES 411784 403548 8236 INSTRUCTIONAL EXPENSE 338236 338236 SCHOOL OPERATIONS 267674 55 214254 53365 EVENTS 99878 76867 10817 12194 230128 72155 157973 7838807 5780670 1825664 232473 1423706 1984005 82895 187082 42818 72773 30174 57019 9444825 4388322 5384768 5056503 147719 151218 334000 0 7446080 7508600 457595 367265 197458 229875 442889 368726 1097942 965866 X 5492331 5598714 855807 944020 6348138 6542734 7446080 7508600 191097 3499 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7575232 61373 705351 463500 44619 7833837 8684396 82660 -811381 334000 46443 7575232 6849211 133259 2063963 317500 44535 8684396 7109690 51386 36855 307000 41720 6849211 6948875 57226 448765 303000 42176 7109690 0.00000 0.76428 0.23572 0 1 1 4509762 523919 3985843 3733843 2958183 775660 1201220 906220 295000 5056503 DEPOSITS 44116 DUE TO ST. RICHARD'S SCHOOL FOUNDATION 324610 368726 X 7358807 3499 24400 62350 90249 7268558 761346 761346 8029904 7164211 24400 62350 86750 7077461 761346 761346 7838807 PART V, LINE 4: THE ENDOWMENT CONSISTS OF 14 INDIVIDUAL FUNDS ESTABLISHED BY DONORS TO FUND SEPARATE SCHOLARSHIPS AND FINANCIAL AID TO STUDENTS ATTENDING THE SCHOOL AND A GENERAL SCHOLARSHIP FUND. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE INTERNAL REVENUE CODE. IN ADDITION, THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED JUNE 30, 2023 AND 2022. THE ORGANIZATION FILES U.S. FEDERAL AND INDIANA INFORMATION RETURNS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2020. MANAGEMENT BELIEVES THAT THE ORGANIZATION'S INCOME TAX FILING POSITIONS WILL BE SUSTAINED ON AUDIT AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WILL RESULT IN A MATERIAL CHANGE. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES FROM FORM 990, PART VIII, LINE 8B 62,350. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES FROM FORM 990, PART VIII, LINE 2A 761,346. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES FROM FORM 990, PART VIII, LINE 8B 62,350. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES FROM FORM 990, PART VIII, LINE 2A 761,346. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ENROLLMENT CONTRACT: NONDISCRIMINATORY PRACTICE. THE SCHOOL ADMITS STUDENTS OF ANY RACE, COLOR, RELIGION, AND NATIONAL OR ETHNIC ORIGIN TO THE SCHOOL AND TO ALL RIGHTS, PRIVILEGES, PROGRAMS AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. THE SCHOOL DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, RELIGION, AND NATIONAL OR ETHNIC ORIGIN, THE ADMINISTRATION OF ITS EDUCATIONAL POLICIES, FINANCIAL AID PROGRAMS, OR ATHLETIC AND OTHER PROGRAMS ADMINISTERED BY THE SCHOOL. REGALIA 138000 63500 74500 31000 20000 TRIVIA NIGHT 67150 67150 11350 1 205150 130650 74500 31000 31350 62350 12150 1 NEED-BASED AND MERIT AWARDS 100 761346 PART I, LINE 2: THE SCHOLARSHIPS AND FINANCIAL AID ARE APPLIED DIRECTLY TO THE STUDENTS' ACCOUNTS. X X X 0 0 0 0 0 0 0 0 0 DR LESLIE HOSEY HEAD OF SCHOOL 198550 0 0 0 0 0 9928 0 9013 0 217491 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B BEFORE THE FORM 990 IS FILED, ALL BOARD MEMBERS ARE PROVIDED A DRAFT COPY OF THE RETURN. DONOR INFORMATION IS REDACTED FROM THIS DRAFT IN ACCORDANCE WITH THE SCHOOL'S PRIVACY OF DONOR INFORMATION. THE DONOR INFORMATION IS INCLUDED WITH THE RETURN THAT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD HAS A FORMAL CONFLICT OF INTEREST POLICY WHICH REQUIRES DISCLOSURE OF INTERESTS THAT COULD GIVE RISE TO CONFLICT. ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES WILL READ AND ACKNOWLEDGE POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 BOARD OF TRUSTEES ELECTS A COMPENSATION COMMITTEE WHOSE MEMBERS MUST NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE PROPOSED COMEPENSATION ARRANGEMENT. THIS COMMITTEE IS COMPRISED OF THE BOARD'S EXECUTIVE COMMITTEE MEMBERS. THE COMPENSATION TRANSACTION SHALL BE APPROVED BY THE COMPENSATION COMMITTEE OBTAINING AND RELYING UPON APPROPRIATE DATA AS TO COMPARABILITY/RESONABLENESS OF THE COMPENSATION, AND THE COMMITTEE MUST ADEQUATELY DOCUMENT THE BASIS FOR ITS DETERMINATION. FORM 990, PART VI, SECTION C, LINE 18 THEY ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THEY ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE ITS AUDIT OVERSIGHT PROCESS IN THE FISCAL YEAR. ST RICHARD'S EPISCOPAL SCHOOL FOUNDATION 33 E 33RD STREET INDIANAPOLIS IN 46205 201167452 FINANCIAL SUPPORT FOR THE WORK AND MINISTRY OF ST. RICHARD'S SCHOOL IN 501(C)(3) LINE 12A, I ST RICHARD'S EPISCOPAL SCHOOL 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0