2016-02-12T09:34:12-06:00 2015-06-30 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 462400857 990 2014-07-01 356007169 ST RICHARD'S SCHOOL AN INDEPENDENT EPISCOPAL DAY SCHOOL INC STRI 3179260425 33 E 33RD STREET INDIANAPOLIS IN 462053401 BRADFORD S FLEURY CHIEF FINANCIAL OFFICER 3179260425 2016-02-09 1 SCOTT A SCHUSTER P00019243 3175802000 2016-02-09 2014 2016-08-17 19:52:53Z BRADFORD S FLEURY 33 E 33RD STREET INDIANAPOLIS IN 46205 7108591 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. 25 25 149 100 0 0 1251445 1383091 5315931 5675561 5271 820 101815 -6636 6674462 7052836 888421 1018257 0 0 3239976 3846070 0 0 561945 1922073 2377563 6050470 7241890 623992 -189054 4114931 4317876 1220955 1612954 2893976 2704922 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 4397498 1018257 5700159 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. 4397498 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 21 0 1 149 1 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X BRADFORD S FLEURY 3179260425 33 E 33RD STREET INDIANAPOLIS IN 46205 THEODORE PLANJE JR PRESIDENT 4.00 X X 0 0 0 VALITA FREDLAND VICE PRESIDENT 4.00 X X 0 0 0 CLAUDE HARRINGTON TREASURER 4.00 X X 0 0 0 MICHAEL A CARTER JR SECRETARY 4.00 X X 0 0 0 ROBERT F MARCHESANI JR PAST PRESIDENT 2.00 X 0 0 0 REV LARAE RUTENBAR RECTOR 4.00 X 0 0 0 RIGHT REV CATHERINE WAYNICK BISHOP 2.00 X 0 0 0 DR JOHN BAMFORTH BOARD TRUSTEE 2.00 X 0 0 0 CATHERINE BRIDGET BOARD TRUSTEE 2.00 X 0 0 0 DR EUN-JOUNG CHOE BOARD TRUSTEE 2.00 X 0 0 0 JOHN C CRAUN BOARD TRUSTEE 2.00 X 0 0 0 KENNETH FILE BOARD TRUSTEE 2.00 X 0 0 0 KYLE FISHER BOARD TRUSTEE 2.00 X 0 0 0 DR TATIANA FOROUD PHD BOARD TRUSTEE 2.00 X 0 0 0 JEFFREY FRANK BOARD TRUSTEE 2.00 X 0 0 0 ROSALIA MORQUECHO BOARD TRUSTEE 2.00 X 0 0 0 DR UNA OSILI BOARD TRUSTEE 2.00 X 0 0 0 ERICK PONADER BOARD TRUSTEE 2.00 X 0 0 0 DR ELRY ROBERTS BOARD TRUSTEE 2.00 X 0 0 0 DORIS ANNE SADLER BOARD TRUSTEE 2.00 X 0 0 0 ELIZABETH SCOTT BOARD TRUSTEE 2.00 X 0 0 0 R JAY TAYLOR JR BOARD TRUSTEE 2.00 X 0 0 0 GREG VANSLAMBROOK BOARD TRUSTEE 2.00 X 0 0 0 GIL VOY BOARD TRUSTEE 2.00 X 0 0 0 NANCY WRIGHT BOARD TRUSTEE 2.00 X 0 0 0 DAVID AMSTUTZ HEAD OF SCHOOL 40.00 4.00 X 167337 0 13374 BRADFORD FLEURY CFO 40.00 4.00 X 80540 0 13500 247877 0 26874 1 0 1 0 ALADDIN FOOD MANAGEMENT SERVICES LLC 21 ARMORY DRIVE WHEELING WV 26003 HOT LUNCH PROGRAM 299225 CASEY-BERTRAM CONSTRUCTION INC 5780 E 25TH ST INDIANAPOLIS IN 46218 DEMOLITION SERVICES 267815 2 142547 277646 962898 1383091 TUITION 621400 5223432 5223432 CHILDCARE REVENUE 621400 390765 390765 MISCELLANEOUS FEES 621400 61364 61364 5675561 820 820 24519 142547 55755 -31236 -31236 OTHER INCOME 621400 24600 24600 24600 7052836 5700161 0 -30416 1018257 1018257 278247 53772 215513 8962 2894454 2222774 488790 182890 445751 301790 120552 23409 227618 166594 49258 11766 2274 2274 28000 28000 91671 91671 510142 510142 15615 15615 239911 239911 28722 28722 HOT LUNCH 299225 299225 CAPITAL CAMPAIGN 268815 268815 GENERAL OPERATING 241408 107305 129560 4543 BUILDING AND MAINTENANC 157142 157142 494638 227781 205297 61560 7241890 4397498 2282447 561945 879148 393809 55659 213445 281972 323147 10981 14471 5967601 2594597 2887171 3373004 4114931 4317876 295362 480248 472335 258975 399260 795382 53998 78349 1220955 1612954 X 2357824 2063967 536152 640955 2893976 2704922 4114931 4317876 -189054 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 6844591 52500 8972 277646 23679 6604738 5186278 1100867 791602 212398 21758 6844591 3829003 1020158 520679 163227 20335 5186278 2761293 1235000 -25476 121789 20025 3829003 2299247 42891 561246 122066 20025 2761293 0.01680 0.81300 0.17020 0 1 1 1823034 792620 1030414 3050241 1326185 1724056 1094326 475792 618534 3373004 DEPOSITS 63503 DUE TO FOUNDATION 14846 78349 X 6090334 55755 55755 6034579 1018257 1018257 7052836 6279388 55755 55755 6223633 1018257 1018257 7241890 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, 2015 AND 2014. THE ORGANIZATION FILES U.S. FEDERAL AND STATE OF INDIANA INFORMATION RETURNS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FORM 990, PART VIII, LINE 8B 55,755. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES FROM FORM 990, PART VIII, LINE 2A 1,018,257. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FORM 990, PART VIII, LINE 8B 55,755. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES FROM FORM 990, PART VIII, LINE 2A 1,018,257. 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 167066 142547 24519 55755 167066 142547 24519 55755 55755 -31236 1 NEED-BASED AND MERIT AWARDS 140 1018257 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 167337 0 0 0 0 0 4874 0 8500 0 180711 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 CHANGED 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 277646 FMV ST RICHARD'S FOUNDATION E 14846 FMV