2023-05-12T14:32:35-05:00 2022-06-30 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990 2021-07-01 356007169 ST RICHARD'S EPISCOPAL SCHOOL STRI 3179260425 33 E 33RD STREET INDIANAPOLIS IN 462053401 LINDA CHESTNUT FINANCE OFFICER 3179260425 2023-05-10 1 LINDA CHESTNUT 999009999 CASSE TATE P01271193 3175802000 2023-05-04 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z LESLIE HOSEY 33 E 33RD STREET INDIANAPOLIS IN 462053401 8504343 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. 18 18 133 100 0 0 2594338 2654855 5578962 5756789 347 692 46601 43707 8220248 8456043 792624 780314 0 0 4263170 4269325 0 0 188151 2052466 2566925 7108260 7616564 1111988 839479 7903240 7446080 1879810 1097942 6023430 6348138 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 5827766 780314 5772621 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 302 STUDENTS ATTEND THE SCHOOL. 5827766 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 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 43 0 1 133 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 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 DR LESLIE HOSEY HEAD OF SCHOOL (BEG JULY 2021) 38.00 2.00 X 97143 0 8350 GILBERT T VOY PRESIDENT 4.00 X X 0 0 0 ALMA ROSALIA MORQUECHO PAST PRESIDENT 4.00 X X 0 0 0 RON BOCKSTAHLER VICE PRESIDENT 4.00 X X 0 0 0 MARK GRAMELSPACHER TREASURER 4.00 X X 0 0 0 CINDY CHO SECRETARY 4.00 X X 0 0 0 JENNIFER SPRINGER BOARD TRUSTEE 4.00 X 0 0 0 JENNIFER BASKERVILLE-BURROWS BOARD TRUSTEE 4.00 X 0 0 0 REV JULIA E WHITWORTH BOARD TRUSTEE 4.00 X 0 0 0 ADRIANA KERAMIDA BOARD TRUSTEE 4.00 X 0 0 0 LEIGH ANN NAAS BOARD TRUSTEE 4.00 X 0 0 0 C DAVIES REED BOARD TRUSTEE 4.00 X 0 0 0 KIMBERLY BACON BOARD TRUSTEE 4.00 X 0 0 0 THOMAS DAWSON BOARD TRUSTEE 4.00 X 0 0 0 ELIZABETH BEARBY BOARD TRUSTEE 4.00 X 0 0 0 NNEKA BREAUX BOARD TRUSTEE 4.00 X 0 0 0 NICK COLBY BOARD TRUSTEE 4.00 X 0 0 0 DORIS PRYOR BOARD TRUSTEE 4.00 X 0 0 0 JIM PURUCKER BOARD TRUSTEE 4.00 X 0 0 0 97143 0 8350 0 0 0 0 ALADDIN FOOD MANAGEMENT SERVICES LLC 21 ARMORY DRIVE WHEELING WV 26003 HOT LUNCH PROGRAM 345775 1 131600 334000 1061855 1127400 46981 2654855 TUITION 611110 5319965 5319965 CHILDCARE REVENUE 624410 351808 351808 MISCELLANEOUS FEES 611110 85016 85016 5756789 692 692 76175 131600 48300 27875 27875 15832 15832 15832 8456043 5772621 0 28567 X 780314 780314 229000 91600 125950 11450 3227596 2551583 582538 93475 562038 343324 211214 7500 250691 185833 57293 7565 375 375 27850 27850 31635 30409 1226 67736 67736 99653 79722 19931 649011 616560 32451 16585 5185 11400 398135 378228 19907 43763 43763 FOOD SERVICES 345775 338859 6916 INSTRUCTIONAL EXPENSE 300280 300280 GENERAL OPERATING 207652 63070 138786 5796 EVENTS 139325 81835 751 56739 239150 11373 223377 4400 7616564 5827766 1600647 188151 1214341 1423706 251446 82895 79033 42818 11921 30174 9385909 4001141 6346499 5384768 0 147719 0 334000 7903240 7446080 314761 457595 258695 197458 840885 465469 442889 1879810 1097942 X 5664004 5492331 359426 855807 6023430 6348138 7903240 7446080 839479 -2281 -512490 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8684396 82660 -811381 334000 46443 7575232 6849211 133259 2063963 317500 44535 8684396 7109690 51386 36855 307000 41720 6849211 6948875 57226 448765 303000 42176 7109690 6696075 97876 500241 300000 45317 6948875 0.00000 0.77930 0.22070 0 1 1 4509762 1922477 2587285 3733843 1591709 2142134 1142304 486955 655349 5384768 DEPOSITS 92075 CAPITAL LEASE OBLIGATION 7748 DUE TO FOUNDATION 343066 442889 X 7747748 -2281 26000 48300 72019 7675729 780314 780314 8456043 6910550 26000 48300 74300 6836250 780314 780314 7616564 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, 2022 AND 2021. 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 2019. 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 48,300. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES FROM FORM 990, PART VIII, LINE 2A 780,314. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES FROM FORM 990, PART VIII, LINE 8B 48,300. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES FROM FORM 990, PART VIII, LINE 2A 780,314. 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 102575 26400 76175 41800 TRIVIA NIGHT 80000 80000 6500 1 25200 25200 207775 131600 76175 48300 48300 27875 1 NEED-BASED AND MERIT AWARDS 100 780314 PART I, LINE 2: THE SCHOLARSHIPS AND FINANCIAL AID ARE APPLIED DIRECTLY TO THE STUDENTS' ACCOUNTS. RECIPIENTS ORGANIZATION BOARD MEMBERS HAD CHILDREN RECEIVE DISCOUNT ON PROGRAM 41215 DISCOUNT ON PROGRAM X 9 37686 FMV X MISCELLANEOUS 21 9295 FMV 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 IX, LINE 24 IN 2022, MANAGEMENT ENTERED INTO AN AGREEMENT TO DEMOLISH CERTAIN PROPERTY HELD BY THE ORGANIZATION. THE FAIR MARKET VALUE OF THE BULIDING AFTER DEMOLITION IS $0, WHICH RESULTED IN RECOGNITION OF AN IMPAIRMENT LOSS OF $133,302, THE AMOUNT BY WHICH THE CARRYING AMOUNT EXCEEDED THE FAIR MARKET VALUE OF THE REMAINING ASSET. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE ITS AUDIT OVERSIGHT PROCESS IN THE FISCAL YEAR. FORM 990, PART XI, LINE 8 MANAGEMENT MADE AN ADJUSTMENT TO THE FISCAL YEAR END FINANCIAL STATEMENTS IMPACTING BUILDINGS AND NET ASSETS WITHOUT DONOR RESTRICTIONS FOR $512,490 TO REFLECT THE FACT THAT CERTAIN BUILDINGS HAD BEEN DEMOLISHED PRIOR TO FISCAL YEAR 2021. 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 N/A 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0