2022-05-13T13:20:01-05:00 2021-06-30 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990 2020-07-01 356007169 ST RICHARD'S EPISCOPAL SCHOOL INC STRI 3179260425 33 E 33RD STREET INDIANAPOLIS IN 462053401 LINDA CHESTNUT FINANCE OFFICER 3179260425 2022-05-11 1 LINDA CHESTNUT 999009999 CASSE TATE P01271193 3175802000 2022-05-11 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z LESLIE HOSEY 33 E 33RD STREET INDIANAPOLIS IN 462053401 8258248 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. 20 20 130 100 0 0 1609163 2594338 6051784 5578962 737 347 118693 46601 7780377 8220248 786449 792624 0 0 4611725 4263170 0 0 191039 2235800 2052466 7633974 7108260 146403 1111988 7296203 7903240 2384761 1879810 4911442 6023430 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 5488955 792624 5587313 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 310 STUDENTS ATTEND THE SCHOOL. 5488955 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 0 0 0 0 1 0 0 0 0 1 0 0 0 1 28 0 1 130 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 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 ROSALIA MORQUECHO PRESIDENT 4.00 X X 0 0 0 ERICK PONADER PAST PRESIDENT 4.00 X X 0 0 0 MARK GRAMELSPACHER TREASURER 4.00 X X 0 0 0 RON BOCKSTAHLER SECRETARY 4.00 X X 0 0 0 KIMBERLY BACON GRAY BOARD TRUSTEE 4.00 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 NNEKA BREAUX BOARD TRUSTEE 4.00 X 0 0 0 CINDY CHO BOARD TRUSTEE 4.00 X 0 0 0 NICK COLBY BOARD TRUSTEE 4.00 X 0 0 0 ELLEN CRABB BOARD TRUSTEE 4.00 X 0 0 0 THOMAS DAWSON BOARD TRUSTEE 4.00 X 0 0 0 ADRIANA KERAMIDA-STRAHL BOARD TRUSTEE 4.00 X 0 0 0 ANDREW MORRISON BOARD TRUSTEE 4.00 X 0 0 0 LEIGH A NAAS BOARD TRUSTEE 4.00 X 0 0 0 C DAVIES REED BOARD TRUSTEE 4.00 X 0 0 0 TIMOTHY ROOT BOARD TRUSTEE 4.00 X 0 0 0 JENNIFER A THORINGTON SPRINGER BOARD TRUSTEE 4.00 X 0 0 0 REV JULIA E WHITWORTH BOARD TRUSTEE 4.00 X 0 0 0 GILBERT T VOY VICE PRESIDENT 4.00 X 0 0 0 DAVID AMSTUTZ HEAD OF SCHOOL (THROUGH JUNE 2021) 38.00 2.00 X 118633 0 10400 118633 0 10400 1 0 0 0 ALADDIN FOOD MANAGEMENT SERVICES LLC 21 ARMORY DRIVE WHEELING WV 26003 HOT LUNCH PROGRAM 342846 1 31000 317500 1001849 1243989 97926 2594338 TUITION 611110 5403144 5403144 CHILDCARE REVENUE 624410 114616 114616 MISCELLANEOUS FEES 611110 61202 61202 5578962 347 347 76250 31000 38000 38250 38250 OTHER INCOME 611110 8351 8351 8351 8220248 5587313 0 38597 792624 792624 205000 51250 123000 30750 3190901 2434075 651712 105114 623705 374530 231960 17215 243564 173049 60743 9772 1681 1681 30012 30012 30286 28751 1535 43489 43489 51490 41192 10298 661406 628336 33070 27319 25366 1953 432583 410954 21629 47805 47805 FOOD SERVICES 349843 342846 6997 GENERAL OPERATING 142269 45794 71068 25407 INSTRUCTIONAL EXPENSE 141534 141534 DUES & SUBSCRIPTIONS 34645 34645 58104 27405 29453 1246 7108260 5488955 1428266 191039 322573 1214341 243881 251446 114545 79033 89467 11921 10597902 4251403 6525737 6346499 7296203 7903240 373852 314761 118977 258695 1774316 840885 117616 465469 2384761 1879810 X 4523672 5664004 387770 359426 4911442 6023430 7296203 7903240 1111988 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6849211 133259 2063963 317500 44535 8684396 7109690 51386 36855 307000 41720 6849211 6948875 57226 448765 303000 42176 7109690 6696075 97876 500241 300000 45317 6948875 6352393 17879 650406 300000 24603 6696075 0.00000 0.69760 0.30240 0 1 1 5575144 2236498 3338646 3727546 1495324 2232222 1295212 519581 775631 6346499 DEPOSITS 92306 CAPITAL LEASE OBLIGATION 12452 DUE TO FOUNDATION 360711 465469 X 7465624 38000 38000 7427624 792624 792624 8220248 6353636 38000 38000 6315636 792624 792624 7108260 PART V, LINE 4: THE ENDOWMENT CONSISTS OF THIRTEEN 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, 2021 AND 2020. 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 2018. 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 38,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES FROM FORM 990, PART VIII, LINE 2A 792,624. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES FROM FORM 990, PART VIII, LINE 8B 38,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES FROM FORM 990, PART VIII, LINE 2A 792,624. 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 93250 24000 69250 38000 G3 EVENT 14000 7000 7000 107250 31000 76250 38000 38000 38250 1 NEED-BASED AND MERIT AWARDS 100 792624 PART I, LINE 2: THE SCHOLARSHIPS AND FINANCIAL AID ARE APPLIED DIRECTLY TO THE STUDENTS' ACCOUNTS. X 7 91506 FMV X MISCELLANEOUS 9 6420 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 XII, LINE 2C THE ORGANIZATION DID NOT CHANGE ITS 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 N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ST RICHARD'S EPISCOPAL SCHOOL FOUNDATION C 317500 FMV ST RICHARD'S EPISCOPAL SCHOOL FOUNDATION E 360711 FMV