Civic Intelligence

St Richard'S Episcopal School Foundation Inc

990 • Fiscal year 2018 • EIN 20-1167452

Jul 01, 2017 to Jun 30, 2018 • Filed on May 13, 2019

Organization ProfileN/A
33 E 33rd StreetIndianapolis, IN 46205

(317) 926-0425

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

81st percentile

$227,221

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 37.7% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

57th percentile

3.7%

Faster asset growth than 57% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

-38%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$6,953,279

Up $244,874 (+3.7%) from 2017

Net Assets

Up

$6,953,279

Up $244,874 (+3.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin89th percentile

Revenue

Down

$603,165

Down $369,609 (-38%) from 2017

Expenses

Up

$345,317

Up $20,714 (+6.4%) from 2017

Net Income

Down

$257,848

Down $390,323 (-60%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2018

Assets$6,953,279
Liabilities$0
Net Assets$6,953,279
Open 2018 Filing

Operations Trend

Revenue Growth7th percentile

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

2018

Revenue$603,165
Expenses$345,317
Net Income$257,848
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 13, 2019
Return Version
2017v2.3
Gross Receipts
$2,947,481
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.

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 scholarship programs for the families who otherwise would not be able to afford the tuition to attend the school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,064,215$6,728,452▲ $664,237
Investments Other Securities$603,855$204,618▼ $399,237
Pledges and Grants Receivable$15,430$7,500▼ $7,930
Total Assets$6,708,405$6,953,279▲ $244,874
Other Assets Total$24,905$12,709▼ $12,196
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$5,461,387$5,554,177▲ $92,790
Temporarily Rstr Net Assets$1,249,238$1,399,102▲ $149,864
Unrestricted Net Assets$-2,220$0▲ $2,220
Total Net Assets Fund Balance$6,708,405$6,953,279▲ $244,874
Total Liabilities and Net Assets / Fund Balance$6,708,405$6,953,279▲ $244,874

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$6,696,075$97,876▲ $500,241-$6,948,875
2016$6,352,393$17,879▲ $650,406-$6,696,075
2015$6,604,738$70,296▲ $197-$6,352,393
2014$6,844,591$52,500▲ $8,972-$6,604,738
2013$5,186,278$1,100,867▲ $791,602-$6,844,591
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Mrs Melinda W FisherPresident
Mr Joseph L CrannellVice President
Dr Maximillian S NewellBoard Member
Dr Molly M GarauBoard Member
Dr Thomas H GreistBoard Member
Mr Andrew F MorrisonBoard Member
Mr Dan StrahlBoard Member
Mr Richard E ParkerBoard Member
Mrs Abigail M WodockBoard Member
Mrs Catherine H PlumpBoard Member
Mrs Christine C PlewsBoard Member
Mrs Deborah W BluesteinBoard Member
Mrs Ellen S CrabbBoard Member
Mrs Kimberly S PuruckerBoard Member
Mrs Mary F BurgerBoard Member
Ms Deborrah J KnoxBoard Member
Mr Peter HardingHead of School
Mr Jeremiah PastrickSecretary
Mr John C HoardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$89,950
Program Service Revenue
$0
Investment Income
$513,215
Other Revenue
$0
All Other Contributions
$89,950
Change in Net Assets
$257,848

Audited Revenue Reconciliation

Revenue per Audited Statements
$557,848
Revenue Not Reported on Financial Statements
$45,317
Revenue Not Reported on Form 990
$-12,974
Total Revenue per Audited Statements
$544,874
Total Revenue per Form 990
$603,165
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$300,000
Other Expenses$45,317
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$300,000--$300,000
Fees for Service Investment Mgmnt Fees-$45,317-$45,317
Total Functional Expenses$300,000$45,317$0$345,317

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$345,317
Expenses per Audited Statements$300,000
Total Expenses per Audited Statements$300,000
Expenses Not Reported on Financial Statements$45,317
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ST RICHARD'S SCHOOLIndianapolis, IN501(c)(3)To Support Education$300,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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 C, Line 18

“They are made available upon request.”

Form 990, Part VI, Section C, Line 19

“They are made available upon request.”

Filing and Contact Details

Filer

Filer Name
ST RICHARD'S FOUNDATION
EIN
20-1167452
Phone
3179260425
Address
33 E 33RD STREET, INDIANAPOLIS, IN 46205

Signing Officer

Name
Linda Chestnut
Title
Finance Officer
Phone
3179260425
Signed
2019-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Harding
Formed
2005
Legal Domicile
In
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
18

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240-0857
Preparer
Scott a Schuster
Phone
3175802000
Supplemental Narrative

Additional Explanations

From 990, Part XII, Line 2C

“This process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“St. 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.”

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, 2018 and 2017. The organizations file 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 2015.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18HEAD OF SCHOOL
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0300000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0300000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02661232
IRS990/GrossReceiptsAmt02947481
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0196299
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0196299
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0603855
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0204618
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06064215
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06728452
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02344316
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06708405
IRS990/NetAssetsOrFundBalancesEOYAmt06953279
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0316916
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0316916
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-12974
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt024905
IRS990/OtherAssetsTotalGrp/EOYAmt012709
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05461387
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05554177
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt015430
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt07500
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PETER HARDING
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt015979
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0300000
IRS990/PYInvestmentIncomeAmt0956795
IRS990/PYOtherExpensesAmt024603
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0648171
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0324603
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0972774
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0257848
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0356007169
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0300000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST RICHARD'S SCHOOL AN INDEPENDENT EPISCOPAL DAY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0300000
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt045317
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06696075
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt097876
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06948875
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0300000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0500241
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt024603
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06352393
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt017879
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06696075
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0300000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0650406
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt022838
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06604738
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt070296
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06352393
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0300000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0197
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt023679
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06844591
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt052500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06604738
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0277646
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08972
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt021758
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05186278
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01100867
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06844591
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0212398
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0791602
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt045317
IRS990ScheduleD/ExpensesSubtotalAmt0300000
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt045317
IRS990ScheduleD/InvestmentExpensesNotIncldAmt045317
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-12974
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.79820
IRS990ScheduleD/RevenueNotReportedAmt0-12974
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt045317
IRS990ScheduleD/RevenueSubtotalAmt0557848
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ST. 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/SupplementalInformationDetail/ExplanationTxt1THE 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, 2018 AND 2017. THE ORGANIZATIONS FILE 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 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.20180
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0345317
IRS990ScheduleD/TotalRevenuePerForm990Amt0603165
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0544874
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0300000
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0300000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST RICHARD'S SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0356007169
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt033 E 33RD STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0INDIANAPOLIS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd046205
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0AS 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/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,953,279
Liabilities
$0
Net assets
$6,953,279
Revenue
$603,165
Expenses
$345,317
Net income
$257,848
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