2017-05-15T13:54:09-05:00 2016-06-30 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 462400857 990 2015-07-01 356007169 ST RICHARD'S SCHOOL AN INDEPENDENT EPISCOPAL DAY SCHOOL INC STRI 3179260425 33 E 33RD STREET INDIANAPOLIS IN 462053401 LINDA CHESTNUT SENIOR ACCOUNTANT 3179260425 2017-05-15 1 SCOTT A SCHUSTER P00019243 3175802000 2017-05-15 2015 2021-01-29 14:40:06Z PETER HARDING 33 E 33RD STREET INDIANAPOLIS IN 46205 9232220 0 X WWW.STRICHARDSSCHOOL.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. 23 23 146 100 0 0 1383091 3043068 5675561 5912408 820 831 -6636 219064 7052836 9175371 1018257 1070391 0 0 3846070 4022895 0 0 461197 2377563 2300842 7241890 7394128 -189054 1781243 4317876 5844105 1612954 1357940 2704922 4486165 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 4804977 1070391 5956831 EDUCATING CHILDREN PK THROUGH EIGHT WITH A CLASSIC CURRICULM THAT IMPLEMENTS THE SCHOOL'S FIVE PILLARS FOR SUCCESS. INCLUSION OF ETHNIC, RACIAL, AND SOCIOECONOMIC DIVERSITY AMONG OUR STUDENTS. APPROXIMATELY 295 STUDENTS. 4804977 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 1 0 0 0 0 1 0 0 0 1 18 0 1 146 1 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X LINDA CHESTNUT 3179260425 33 E 33RD STREET INDIANAPOLIS IN 46205 VALITA FREDLAND PRESIDENT 4.00 X X 0 0 0 ERICK PONADER VICE PRESIDENT 4.00 X X 0 0 0 MICHAEL CARTER TREASURER 4.00 X X 0 0 0 ROSALIA MORQUECHO SECRETARY 4.00 X X 0 0 0 TED PLANJE PAST PRESIDENT 4.00 X 0 0 0 ERIK HEMBRE VESTRY REP. 4.00 X 0 0 0 EMILY HENDERSON PARENT ORG. REP. 4.00 X 0 0 0 SAMUEL ROGERS ALUMNI REP. 4.00 X 0 0 0 REV CATE WAYNICK BISHOP 4.00 X 0 0 0 KEN FILE BOARD TRUSTEE 4.00 X 0 0 0 JOHN BAMFORTH BOARD TRUSTEE 4.00 X 0 0 0 TATIANA FOROUD BOARD TRUSTEE 4.00 X 0 0 0 CLAUDE HARRINGTON BOARD TRUSTEE 4.00 X 0 0 0 NANCY WRIGHT BOARD TRUSTEE 4.00 X 0 0 0 JEFF FRANK BOARD TRUSTEE 4.00 X 0 0 0 DORIS ANNE SADLER BOARD TRUSTEE 4.00 X 0 0 0 GIL VOY BOARD TRUSTEE 4.00 X 0 0 0 JOHN CRAUN BOARD TRUSTEE 4.00 X 0 0 0 GREG VANSLAMBROOK BOARD TRUSTEE 4.00 X 0 0 0 CATHY BRIDGE BOARD TRUSTEE 4.00 X 0 0 0 KYLE FISHER BOARD TRUSTEE 4.00 X 0 0 0 RON BOCKSTAHLER BOARD TRUSTEE 4.00 X 0 0 0 LARAE RUTENBAR BOARD TRUSTEE 4.00 X 0 0 0 DAVID AMSTUTZ HEAD OF SCHOOL 40.00 4.00 X 196200 0 19810 BRADFORD FLEURY CFO 40.00 4.00 X 117325 0 18750 313525 0 38560 2 0 1 0 ALADDIN FOOD MANAGEMENT SERVICES LLC 21 ARMORY DRIVE WHEELING WV 26003 HOT LUNCH PROGRAM 316090 1 34055 300000 2709013 78561 3043068 TUITION 621400 5448303 5448303 CHILDCARE REVENUE 621400 384299 384299 MISCELLANEOUS FEES 621400 79806 79806 5912408 831 831 231490 34055 56849 174641 174641 OTHER INCOME 621400 44423 44423 44423 9175371 5956831 0 175472 1070391 1070391 336496 61851 264336 10309 2975688 2362891 442882 169915 489721 321821 138514 29386 220990 167803 44258 8929 7367 7367 28813 28813 70950 70950 486538 486538 17903 17903 290019 290019 33862 33862 HOT LUNCH 316090 316090 CLASSROOM 252512 252512 CAPITAL CAMPAIGN 203046 203046 INSTRUCTIONAL EXPENSE 148599 148599 445143 103019 302512 39612 7394128 4804977 2127954 461197 393809 212401 0 456816 213445 1671256 323147 207245 14471 27456 6153547 2884616 3373004 3268931 4317876 5844105 480248 557331 258975 302341 795382 395382 78349 102886 1612954 1357940 X 2063967 2506537 640955 1979628 2704922 4486165 4317876 5844105 1781243 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 6604738 70296 197 300000 22838 6352393 6844591 52500 8972 277646 23679 6604738 5186278 1100867 791602 212398 21758 6844591 3829003 1020158 520679 163227 20335 5186278 2761293 1235000 -25476 121789 20025 3829003 0.00000 0.85070 0.14930 0 1 1 1841169 863090 978079 3115845 1460624 1655221 1196533 560902 635631 3268931 DEPOSITS 51255 DUE TO FOUNDATION 51631 102886 X 8161829 56849 56849 8104980 1070391 1070391 9175371 6380586 56849 56849 6323737 1070391 1070391 7394128 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. 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 FOR THE YEARS ENDED JUNE 30, 2016 AND 2015. THE ORGANIZATION FILES U.S. FEDERAL AND STATE OF INDIANA INFORMATION TAX RETURNS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES FROM FORM 990, PART VIII, LINE 8B 56,849. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES FROM FORM 990, PART IX, LINE 2B 1,070,391. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES FROM FORM 990, PART VIII, LINE 8B 56,849. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES FROM FORM 990, PART IX, LINE 2B 1,070,391. 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 WITH FAN 265545 34055 231490 56849 265545 34055 231490 56849 56849 174641 1 NEED-BASED AND MERIT AWARDS 140 1070391 PART I, LINE 2: THE SCHOLARSHIPS AND FINANCIAL AID ARE APPLIED DIRECTLY TO THE STUDENTS' ACCOUNTS. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 DAVID AMSTUTZ HEAD OF SCHOOL 190000 0 0 0 6200 0 9810 0 10000 0 216010 0 0 0 X 11 59172 FMV X IN-KIND CONTRIBUTIONS 1 19389 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE ENTIRE DRAFT FORM 990 WILL BE EMAILED AS A PDF TO ALL BOARD MEMBERS WITH A REQUEST FOR COMMENTS AND CORRECTIONS. ADDITIONALLY, THE HEAD OF THE SCHOOL, TREASURER, FINANCE COMMITTEE AND CFO WILL REVIEW AND DISCUSS THE RETURN. A BOARD RESOLUTION IS REQUIRED IN ORDER FOR THE FORM 990 TO BE FILED. 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 RICHARDS 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) 509(A)(3) 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 FOUNDATION C 300000 FMV ST RICHARD'S FOUNDATION E 51631 FMV