Civic Intelligence

St Richard'S Episcopal School Foundation Inc

990 • Fiscal year 2011 • EIN 20-1167452

Jul 01, 2010 to Jun 30, 2011 • Filed on May 03, 2012

Organization ProfileN/A
33 E 33rd Street46205
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2011 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

85th percentile

24%

Faster asset growth than 85% of similar nonprofits.

2011 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$2,984,419

Up $570,544 (+24%) from 2010

Net Assets

Up

$2,976,910

Up $566,377 (+23%) from 2010

Liabilities

Up

$7,509

Up $4,167 (+125%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$217,091

Up $37,941 (+21%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $2,413,875Liabilities 2010: $3,342Net Assets 2010: $2,410,5332010Assets 2011: $2,984,419Liabilities 2011: $7,509Net Assets 2011: $2,976,9102011Assets 2012: $5,738,223Liabilities 2012: $0Net Assets 2012: $5,738,2232012Assets 2013: $6,156,992Liabilities 2013: $0Net Assets 2013: $6,156,9922013Assets 2014: $6,916,748Liabilities 2014: $0Net Assets 2014: $6,916,7482014Assets 2015: $6,624,222Liabilities 2015: $0Net Assets 2015: $6,624,2222015Assets 2016: $6,666,623Liabilities 2016: $300,000Net Assets 2016: $6,366,6232016Assets 2017: $6,708,405Liabilities 2017: $0Net Assets 2017: $6,708,4052017Assets 2018: $6,953,279Liabilities 2018: $0Net Assets 2018: $6,953,2792018Assets 2019: $7,117,190Liabilities 2019: $0Net Assets 2019: $7,117,1902019Assets 2020: $6,866,767Liabilities 2020: $10,058Net Assets 2020: $6,856,7092020Assets 2021: $8,684,396Liabilities 2021: $0Net Assets 2021: $8,684,3962021Assets 2022: $7,909,232Liabilities 2022: $334,000Net Assets 2022: $7,575,2322022Assets 2023: $7,833,837Liabilities 2023: $0Net Assets 2023: $7,833,8372023Assets 2024: $8,476,927Liabilities 2024: $0Net Assets 2024: $8,476,9272024Assets 2025: $10,350,308Liabilities 2025: $80,753Net Assets 2025: $10,269,5552025

Highlighted filing

2011

Assets$2,984,419
Liabilities$7,509
Net Assets$2,976,910
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $179,1502010Expenses 2011: $217,0912011Expenses 2012: $141,8142012Expenses 2013: $183,5622013Revenue 2014: $316,257Expenses 2014: $234,156Net Income 2014: $82,1012014Revenue 2015: $274,442Expenses 2015: $301,325Net Income 2015: -$26,8832015Revenue 2016: $193,077Expenses 2016: $322,838Net Income 2016: -$129,7612016Revenue 2017: $972,774Expenses 2017: $324,603Net Income 2017: $648,1712017Revenue 2018: $603,165Expenses 2018: $345,317Net Income 2018: $257,8482018Revenue 2019: $367,350Expenses 2019: $345,176Net Income 2019: $22,1742019Revenue 2020: $377,340Expenses 2020: $348,722Net Income 2020: $28,6182020Revenue 2021: $712,960Expenses 2021: $362,035Net Income 2021: $350,9252021Revenue 2022: $691,524Expenses 2022: $380,443Net Income 2022: $311,0812022Revenue 2023: $467,713Expenses 2023: $508,118Net Income 2023: -$40,4052023Revenue 2024: $539,318Expenses 2024: $391,434Net Income 2024: $147,8842024Revenue 2025: $2,160,546Expenses 2025: $494,879Net Income 2025: $1,665,6672025

Highlighted filing

2011

Revenue-
Expenses$217,091
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
May 3, 2012
Return Version
2010v3.4
Gross Receipts
$357,333
Mission and Program Overview

Mission

The mission of st. Richard's episcopal school foundation is to provide financial support for the work and ministry of st. Richard's episcopal school in indianapolis, in and especially to help underwrite the school's financial aid and scholarship programs for the families who otherwise would not be able to afford the tuition to attend the school.

Filing and Contact Details

Filer

EIN
20-1167452
Raw XML AppendixShowing 400 of 522 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReview00
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0TO PROVIDE FINANCIAL SUPPORT FOR THE WORK AND MINISTRY OF ST. RICHARD'S SCHOOL IN INDIANAPOLIS, IN AND ESPECIALLY TO HELP UNDERWRITE THE SCHOOL'S FINANCIAL AID AND SCHOLARSHIP PROGRAMS FOR THE FAMILIES WHO OTHERWISE WOULD NOT BE ABLE TO AFFORD THE TUITION TO ATTEND THE SCHOOL.
IRS990/AddressPrincipalOfficerUS/AddressLine1033 E 33RD STREET
IRS990/AddressPrincipalOfficerUS/City0INDIANAPOLIS
IRS990/AddressPrincipalOfficerUS/State0IN
IRS990/AddressPrincipalOfficerUS/ZIPCode046317
IRS990/AllOtherContributions0222215
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt01
IRS990/ContributionsGrantsCurrentYear0222215
IRS990/ContributionsGrantsPriorYear084738
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0ST. RICHARD'S FOUNDATION OPERATES FOR THE SUPPORT OF ST. RICHARD'S SCHOOL BY SECURING AND DONATING AND ARRANGING DEFERRED GIFTS VIA FORMAL PLANNED GIVING INSTRUMENTS.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers00
IRS990/ExcessBenefitTransaction00
IRS990/Expense0197066
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesInvstMgmntFees/ManagementAndGeneral020025
IRS990/FeesForServicesInvstMgmntFees/Total020025
IRS990/FinancialStatementConsolidated0X
IRS990/FollowSFAS1170X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek04.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek14.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek24.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek34.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek44.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek54.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek64.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek74.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek84.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek94.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek104.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek114.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek124.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek134.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek144.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek154.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector10X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector11X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector12X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector13X
IRS990/Form990PartVIISectionA/NamePerson0GEORGE M PLEWS
IRS990/Form990PartVIISectionA/NamePerson1RICHARD R WYNNE
IRS990/Form990PartVIISectionA/NamePerson2STEPHAN HODGE
IRS990/Form990PartVIISectionA/NamePerson3ELLEN CRABB
IRS990/Form990PartVIISectionA/NamePerson4JAMES FADELY
IRS990/Form990PartVIISectionA/NamePerson5HAROLD GARRISON
IRS990/Form990PartVIISectionA/NamePerson6CARESS GARTEN
IRS990/Form990PartVIISectionA/NamePerson7TOM GREIST
IRS990/Form990PartVIISectionA/NamePerson8AUGUST M HARDEE II
IRS990/Form990PartVIISectionA/NamePerson9BRUCE E PLOSHAY
IRS990/Form990PartVIISectionA/NamePerson10WENDY W PONADER
IRS990/Form990PartVIISectionA/NamePerson11RICHARD C RICHMOND III
IRS990/Form990PartVIISectionA/NamePerson12JAMES F ROBERTSON
IRS990/Form990PartVIISectionA/NamePerson13JODY ROOT
IRS990/Form990PartVIISectionA/NamePerson14PATRICIA SWENSON
IRS990/Form990PartVIISectionA/NamePerson15BRADFORD S FLEURY
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/Officer4X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/OtherCompensation90
IRS990/Form990PartVIISectionA/OtherCompensation100
IRS990/Form990PartVIISectionA/OtherCompensation110
IRS990/Form990PartVIISectionA/OtherCompensation120
IRS990/Form990PartVIISectionA/OtherCompensation130
IRS990/Form990PartVIISectionA/OtherCompensation146028
IRS990/Form990PartVIISectionA/OtherCompensation150
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization110
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization120
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization130
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization140
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization150
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs100
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs110
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs120
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs130
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs14151706
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs1559218
IRS990/Form990PartVIISectionA/Title0PRESIDENT
IRS990/Form990PartVIISectionA/Title1SECRETARY
IRS990/Form990PartVIISectionA/Title2TREASURER
IRS990/Form990PartVIISectionA/Title3BOARD MEMBER
IRS990/Form990PartVIISectionA/Title4BOARD MEMBER
IRS990/Form990PartVIISectionA/Title5BOARD MEMBER
IRS990/Form990PartVIISectionA/Title6BOARD MEMBER
IRS990/Form990PartVIISectionA/Title7BOARD MEMBER
IRS990/Form990PartVIISectionA/Title8BOARD MEMBER
IRS990/Form990PartVIISectionA/Title9BOARD MEMBER
IRS990/Form990PartVIISectionA/Title10BOARD MEMBER
IRS990/Form990PartVIISectionA/Title11BOARD MEMBER
IRS990/Form990PartVIISectionA/Title12BOARD MEMBER
IRS990/Form990PartVIISectionA/Title13BOARD MEMBER
IRS990/Form990PartVIISectionA/Title14HEAD OF SCHOOL
IRS990/Form990PartVIISectionA/Title15CFO, ST. RICHARD'S SCHOOL
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/GainOrLoss/Securities0-10392
IRS990/Gaming00
IRS990/Grants0197066
IRS990/GrantsAndSimilarAmntsCY0197066
IRS990/GrantsAndSimilarAmntsPriorYear0161000
IRS990/GrantsToDomesticOrgs/ProgramServices0197066
IRS990/GrantsToDomesticOrgs/Total0197066
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations01
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities082589
IRS990/GrossReceipts0357333
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/InvestmentIncomeCurrentYear042137
IRS990/InvestmentIncome/ExclusionAmount052529
IRS990/InvestmentIncomePriorYear037323
IRS990/InvestmentIncome/TotalRevenueColumn052529
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsOtherSecurities/BOY037745
IRS990/InvestmentsOtherSecurities/EOY048017
IRS990/InvestmentsPubTradedSecurities/BOY02241287
IRS990/InvestmentsPubTradedSecurities/EOY02702012
IRS990/LessCostOthBasisSalesExpenses/Securities092981
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0THE MISSION OF ST. RICHARD'S SCHOOL FOUNDATION IS TO PROVIDE FINANCIAL SUPPORT FOR THE WORK AND MINISTRY OF ST. RICHARD'S SCHOOL IN INDIANAPOLIS, IN AND ESPECIALLY TO HELP UNDERWRITE THE SCHOOL'S FINANCIAL AID AND SCHOLARHIP PROGRAMS FOR THE FAMILIES WHO OTHERWISE WOULD NOT BE ABLE TO AFFORD THE TUITION TO ATTEND THE SCHOOL.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0BRADFORD S FLEURY
IRS990/NbrIndependentVotingMembers014
IRS990/NbrVotingGoverningBodyMembers014
IRS990/NbrVotingMembersGoverningBody014
IRS990/NetAssetsOrFundBalancesBOY02410533
IRS990/NetAssetsOrFundBalancesEOY02976910
IRS990/NetGainOrLossInvestments/ExclusionAmount0-10392
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0-10392
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers014
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear018150
IRS990/OtherExpensesCurrentYear020025
IRS990/OtherLiabilities/BOY03342
IRS990/OtherLiabilities/EOY07509
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/PartialLiquidation00
IRS990/PermanentlyRestrictedNetAssets/BOY01955192
IRS990/PermanentlyRestrictedNetAssets/EOY02185929
IRS990/PledgesAndGrantsReceivable/BOY0134843
IRS990/PledgesAndGrantsReceivable/EOY0234390
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges0519116
IRS990/ReconcilationRevenueExpenses047261
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest00
IRS990/RevenuesLessExpensesCY047261
IRS990/RevenuesLessExpensesPriorYear0-57089
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts0197066
IRS990ScheduleA/SupportedOrgInformation/Amount0197066
IRS990ScheduleA/SupportedOrgInformation/EIN0356007169
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10ST RICHARD'S SCHOOL AN INDEPENDENT EPISCOPAL DAY SCHOOL
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization0LINE 2
IRS990ScheduleA/SupportingOrg509a3Type10X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired01
IRS990ScheduleD/BoardDesignatedEOYBalance00.03000
IRS990ScheduleD/CurrentYear/AdministrativeExpenses020025
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance02299247
IRS990ScheduleD/CurrentYear/Contributions042891
IRS990ScheduleD/CurrentYear/EndOfYearBalance02761293
IRS990ScheduleD/CurrentYear/GrantsOrScholarships0122066
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses0561246
IRS990ScheduleD/CurrentYearMinus1Year/AdministrativeExpenses018150
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance02118198
IRS990ScheduleD/CurrentYearMinus1Year/Contributions014283
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance02299247
IRS990ScheduleD/CurrentYearMinus1Year/GrantsOrScholarships0136000
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses0320916
IRS990ScheduleD/CurrentYearMinus2Years/AdministrativeExpenses019400
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance02711954
IRS990ScheduleD/CurrentYearMinus2Years/Contributions0177125
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance02118198
IRS990ScheduleD/CurrentYearMinus2Years/GrantsOrScholarships0136000
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses0-615481
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
IRS990ScheduleD/ExcessOrDeficitForYear047261
IRS990ScheduleD/ExcessOrDeficitPerFS0566377
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt020025
IRS990ScheduleD/ExpensesSubtotal0197066
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0ST. RICHARD'S FOUNDATION OPERATES FOR THE SUPPORT OF ST. RICHARD'S SCHOOL BY SECURING AND DONATING AND ARRANGING DEFERRED GIFTS VIA FORMAL PLANNED GIVING INSTRUMENTS.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1THE 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 PRIVATE FOUNDATIONS WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2011 AND 2010. 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 2008.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1PART X:
IRS990ScheduleD/InvestmentExpensesNotIncluded020025
IRS990ScheduleD/InvestmentExpensesNotIncluded2020025
IRS990ScheduleD/NetUnrealizedGainsInvestments0519116
IRS990ScheduleD/NetUnrealizedGLOnInvestments0519116
IRS990ScheduleD/OtherLiabilities/Amount07509
IRS990ScheduleD/OtherLiabilities/Description0DUE TO SCHOOL
IRS990ScheduleD/PermanentEndowmentEOYBalance00.97000
IRS990ScheduleD/RevenueNotRptdF9900519116
IRS990ScheduleD/RevenueNotRptdOnFinStmt020025
IRS990ScheduleD/RevenueSubtotal0244327
IRS990ScheduleD/TermEndowmentEOYBalance00.00000
IRS990ScheduleD/TotalAdjustments0519116
IRS990ScheduleD/TotalExpenses0217091
IRS990ScheduleD/TotalExpensesPerForm9900217091
IRS990ScheduleD/TotalOfAmounts07509
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenue0264352
IRS990ScheduleD/TotalRevenuePerForm9900264352
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0197066
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0763443
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: AS A RELATED ENTITY, THE FOUNDATION AWARDS GRANTS TO THE SCHOOL TO BE USED FOR FINANCIAL AID AND/OR SCHOLARSHIPS. ON OCCASION, THE FOUNDATION WILL AWARD THE SCHOOL ADDITIONAL FUNDING FOR SPECIAL PROJECTS. WE SET UP PROJECT CODES WITHIN OUR GENERAL LEDGER SYSTEM TO MONITOR THESE SPECIAL PROJECTS. MONITORING IS HANDLED BY THE CFO WHO MANAGES THE GENERAL LEDGER FOR BOTH THE SCHOOL AND FOUNDATION.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1033 E 33RD STREET
IRS990ScheduleI/RecipientTable/AddressUS/City0INDIANAPOLIS
IRS990ScheduleI/RecipientTable/AddressUS/State0IN
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode046205
IRS990ScheduleI/RecipientTable/AmountOfCashGrant0197066
IRS990ScheduleI/RecipientTable/EINOfRecipient0356007169
IRS990ScheduleI/RecipientTable/IRCSection0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrant0TO SUPPORT EDUCATION
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10ST RICHARD'S SCHOOL
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants01
IRS990ScheduleJ/AnyNonFixedPayments00
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg00
IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs00
IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg00
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs00
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs01926
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs0148780
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs06028
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0PATRICIA SWENSON
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs01000
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0157734
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleO/GeneralExplanation/Explanation0IT IS ST. RICHARD'S FOUNDATION'S POLICY THAT BOARD MEMBERS REVIEW THE IRS FORM 990 THAT IS FILED ON THE ORGANIZATION'S BEHALF BEFORE IT IS FILED WITH THE IRS. A BOARD RESOLUTION IS REQUIRED IN ORDER FOR THE FORM 990 TO BE FILED, WHICH WILL BE DOCUMENTED IN THE MINUTES. THE ENTIRE DRAFT FORM 990 WILL BE EMAILED AS A PDF TO ALL BOARD MEMBERS WITH A REQUEST CALLING THEIR ATTENTION TO PORTIONS OF THE FORM MOST LIKELY TO BE READ BY THE PUBLIC. COMMENTS AND CORRECTIONS WILL BE STRONGLY ENCOURAGED.
IRS990ScheduleO/GeneralExplanation/Explanation1THE 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.
IRS990ScheduleO/GeneralExplanation/Explanation2THEY ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation3THEY ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation4NET UNREALIZED GAINS ON INVESTMENTS: 519,116.
IRS990ScheduleO/GeneralExplanation/Explanation5THERE HAVE BEEN NO CHANGES FROM PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/Explanation6NO COMPENSATION IS PAID TO ANY MEMBER OF THE ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/Identifier1CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/Identifier2LINE 2C:
IRS990ScheduleO/GeneralExplanation/Identifier3COMPENSATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XII,
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION B, LINES 15 A/B:
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1033 E 33RD STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0INDIANAPOLIS
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0IN
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode046205
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,984,419
Liabilities
$7,509
Net assets
$2,976,910
Revenue
-
Expenses
$217,091
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.4$0.08$10.3$2.16$0.49$1.67
2024Detailed filing. Detailed filing data is available for this year.$8.48$0.00$8.48$0.54$0.39$0.15
2023Detailed filing. Detailed filing data is available for this year.$7.83$0.00$7.83$0.47$0.51$0.04
2022Detailed filing. Detailed filing data is available for this year.$7.91$0.33$7.58$0.69$0.38$0.31
2021Detailed filing. Detailed filing data is available for this year.$8.68$0.00$8.68$0.71$0.36$0.35
2020Detailed filing. Detailed filing data is available for this year.$6.87$0.01$6.86$0.38$0.35$0.03
2019Summary only. Only limited summary data is available for this year.$7.12$0.00$7.12$0.37$0.35$0.02
2018Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.60$0.35$0.26
2017Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$0.97$0.32$0.65
2016Detailed filing. Detailed filing data is available for this year.$6.67$0.30$6.37$0.19$0.32$0.13
2015Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.27$0.30$0.03
2014Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.32$0.23$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.16$0.00$6.16$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.74$0.00$5.74$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$0.01$2.98$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$0.00$2.41$0.18