Civic Intelligence

St Richard'S Episcopal School

EIN 35-6007169 • 501(c)3 • Indianapolis, IN

View Organization Page

Profile

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.

33 E 33rd StreetIndianapolis, IN 46205-3401

www.sresdragons.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

41st percentile

0.10x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

29th percentile

0.09x

Higher debt load relative to revenue than 29% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

73rd percentile

$276,902

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

81st percentile

18%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

72nd percentile

21%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$9,283,709

Up $1,441,019 (+18%) from 2024

Liabilities

Down

$956,600

Down $123,163 (-11%) from 2024

Net Assets

Up

$8,327,109

Up $1,564,182 (+23%) from 2024

Operations
Liabilities / Revenue29th percentileNet Margin68th percentile

Revenue

Up

$11,021,955

Up $1,945,102 (+21%) from 2024

Expenses

Up

$9,458,828

Up $592,670 (+6.7%) from 2024

Net Income

Up

$1,563,127

Up $1,352,432 (+642%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2010: $3,267,988Liabilities 2010: $1,524,414Net Assets 2010: $1,743,5742010Assets 2011: $3,116,680Liabilities 2011: $1,252,533Net Assets 2011: $1,864,1472011Assets 2012: $2,924,520Liabilities 2012: $822,400Net Assets 2012: $2,102,1202012Assets 2013: $2,982,940Liabilities 2013: $712,956Net Assets 2013: $2,269,9842013Assets 2014: $4,114,931Liabilities 2014: $1,220,955Net Assets 2014: $2,893,9762014Assets 2015: $4,317,876Liabilities 2015: $1,612,954Net Assets 2015: $2,704,9222015Assets 2016: $5,844,105Liabilities 2016: $1,357,940Net Assets 2016: $4,486,1652016Assets 2017: $4,800,633Liabilities 2017: $649,240Net Assets 2017: $4,151,3932017Assets 2018: $5,311,100Liabilities 2018: $1,071,560Net Assets 2018: $4,239,5402018Assets 2020: $7,296,203Liabilities 2020: $2,384,761Net Assets 2020: $4,911,4422020Assets 2021: $7,903,240Liabilities 2021: $1,879,810Net Assets 2021: $6,023,4302021Assets 2022: $7,446,080Liabilities 2022: $1,097,942Net Assets 2022: $6,348,1382022Assets 2023: $7,508,600Liabilities 2023: $965,866Net Assets 2023: $6,542,7342023Assets 2024: $7,842,690Liabilities 2024: $1,079,763Net Assets 2024: $6,762,9272024Assets 2025: $9,283,709Liabilities 2025: $956,600Net Assets 2025: $8,327,1092025

Highlighted filing

2025

Assets$9,283,709
Liabilities$956,600
Net Assets$8,327,109
Open 2025 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,549,0002010Expenses 2011: $4,805,2122011Expenses 2012: $4,753,2502012Expenses 2013: $5,279,4282013Revenue 2014: $6,674,462Expenses 2014: $6,050,470Net Income 2014: $623,9922014Revenue 2015: $7,052,836Expenses 2015: $7,241,890Net Income 2015: -$189,0542015Revenue 2016: $9,175,371Expenses 2016: $7,394,128Net Income 2016: $1,781,2432016Revenue 2017: $7,572,280Expenses 2017: $7,907,052Net Income 2017: -$334,7722017Revenue 2018: $7,872,389Expenses 2018: $7,784,242Net Income 2018: $88,1472018Revenue 2020: $7,780,377Expenses 2020: $7,633,974Net Income 2020: $146,4032020Revenue 2021: $8,220,248Expenses 2021: $7,108,260Net Income 2021: $1,111,9882021Revenue 2022: $8,456,043Expenses 2022: $7,616,564Net Income 2022: $839,4792022Revenue 2023: $8,029,904Expenses 2023: $7,838,807Net Income 2023: $191,0972023Revenue 2024: $9,076,853Expenses 2024: $8,866,158Net Income 2024: $210,6952024Revenue 2025: $11,021,955Expenses 2025: $9,458,828Net Income 2025: $1,563,1272025

Highlighted filing

2025

Revenue$11,021,955
Expenses$9,458,828
Net Income$1,563,127
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,283,709
Liabilities
$956,600
Net assets
$8,327,109
Revenue
$11,021,955
Expenses
$9,458,828
Net income
$1,563,127
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.28$0.96$8.33$11.0$9.46$1.56
2024Detailed filing. Detailed filing data is available for this year.$7.84$1.08$6.76$9.08$8.87$0.21
2023Detailed filing. Detailed filing data is available for this year.$7.51$0.97$6.54$8.03$7.84$0.19
2022Detailed filing. Detailed filing data is available for this year.$7.45$1.10$6.35$8.46$7.62$0.84
2021Detailed filing. Detailed filing data is available for this year.$7.90$1.88$6.02$8.22$7.11$1.11
2020Detailed filing. Detailed filing data is available for this year.$7.30$2.38$4.91$7.78$7.63$0.15
2018Detailed filing. Detailed filing data is available for this year.$5.31$1.07$4.24$7.87$7.78$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.80$0.65$4.15$7.57$7.91$0.33
2016Detailed filing. Detailed filing data is available for this year.$5.84$1.36$4.49$9.18$7.39$1.78
2015Detailed filing. Detailed filing data is available for this year.$4.32$1.61$2.70$7.05$7.24$0.19
2014Detailed filing. Detailed filing data is available for this year.$4.11$1.22$2.89$6.67$6.05$0.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$0.71$2.27$5.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$0.82$2.10$4.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.12$1.25$1.86$4.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$1.52$1.74$4.55
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 13, 2026
Return Version
2024v5.5
Gross Receipts
$11,143,294
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,189,332$5,193,117▲ $3,785
Savings and Temporary Cash Investments$2,113,711$2,964,538▲ $850,827
Accounts Receivable$149,026$524,930▲ $375,904
Investments in Publicly Traded Securities$260,861$324,202▲ $63,341
Prepaid Expenses and Deferred Charges$76,297$138,772▲ $62,475
Pledges and Grants Receivable$53,463$57,397▲ $3,934
Total Assets$7,842,690$9,283,709▲ $1,441,019
Other Assets Total$0$80,753▲ $80,753
Liabilities
Accounts Payable and Accrued Expenses$428,669$547,399▲ $118,730
Deferred Revenue$294,785$333,741▲ $38,956
Other Liabilities$356,309$75,460▼ $280,849
Total Liabilities$1,079,763$956,600▼ $123,163
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,808,289$7,052,672▲ $1,244,383
Net Assets With Donor Restrictions$954,638$1,274,437▲ $319,799
Total Net Assets Fund Balance$6,762,927$8,327,109▲ $1,564,182
Total Liabilities and Net Assets / Fund Balance$7,842,690$9,283,709▲ $1,441,019

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,741,915$767,848$4,509,763
Leasehold Improvements$817,338$3,263,995$4,081,333
Equipment$633,864$1,159,682$1,793,546

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$7,437,295$1,419,153▲ $720,297-$9,216,445
2023$7,833,837$42,753▲ $867,304$942,459$7,437,295
2022$7,575,232$61,373▲ $705,351-$7,833,837
2021$8,684,396$82,660▼ $811,381-$7,575,232
2020$6,849,211$133,259▲ $2,063,963-$8,684,396
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Leslie HoseyHead of SchoolFT$245,247$31,655$276,902
Jay SherrillPhysical Education/co-adFT$100,307$10,609$110,916
John BradyHead of Middle DivisionFT$102,214$5,111$107,325
Keith JewellCFOFT$102,528$4,538$107,066
Sherri McneelyHead of Early Childhood and Lower DivisionFT$101,281$5,064$106,345

Board Members and Trustees

NameTitle
Nick ColbyPresident
Andy AndersonBoard Trustee
C Davies ReedBoard Trustee
Cindy ChoBoard Trustee
Corky PlewsBoard Trustee
Elizabeth BearbyBoard Trustee
Eric RogersBoard Trustee
Jennifer Baskerville-burrowsBoard Trustee
Joseph Tucker EdmondsBoard Trustee
Karen HaleyBoard Trustee
Latonya TurnerBoard Trustee
Leon JacksonBoard Trustee
Nikki RogersBoard Trustee
Nneka T BreauxBoard Trustee
Rob MacphersonBoard Trustee
Ross HendricksonBoard Trustee
Sara Mamuska-morrisBoard Trustee
Roderick S BrownSecretary
Jeff WawokTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Aladdin Food Management Services LLCHot Lunch Program21 ARMORY DRIVE, Wheeling, WV 26003$517,115
Revenue and Support

Revenue Composition

Contributions and Grants
$2,700,504
Program Service Revenue
$7,617,975
Investment Income
$325,510
Other Revenue
$377,966
All Other Contributions
$1,415,705
Change in Net Assets
$1,563,127

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded12$103,110Fair Market Value (FMV)
Other Non Cash Contri Table1$500Fair Market Value (FMV)
Total Noncash Contributions13$103,610-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,162,920
Revenue Not Reported on Financial Statements
$859,035
Revenue Not Reported on Form 990
$122,394
Other Revenue Adjustments
$859,035
Total Revenue per Audited Statements
$10,285,314
Total Revenue per Form 990
$11,021,955
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,655,884
Other Expenses$2,943,909
Grants and Similar Amounts Paid$859,035
Total Fundraising Expense$241,776
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,060,810$982,332$165,689$4,208,831
Grants to Domestic Individuals$859,035--$859,035
Occupancy$723,065$38,056-$761,121
Other Employee Benefits$465,319$219,133$22,465$706,917
Current Officers, Directors, Trustees, and Key Employees$28,358$356,295$20,245$404,898
Depreciation Depletion$381,703$20,090-$401,793
Payroll Taxes$230,087$92,615$12,536$335,238
All Other Expenses$23,920$143,035$20,678$187,633
Information Technology$115,717$28,929-$144,646
Advertising-$95,288-$95,288
Insurance-$86,484-$86,484
Other Expenses$48,165$13,847$0$48,165
Fees for Services Other-$40,888-$40,888
Fees for Services Accounting-$30,000-$30,000
Fees for Services Legal-$15,685-$15,685
Office Expenses-$14,879$163$15,042
Interest-$12,108-$12,108
Total Functional Expenses$6,932,936$2,284,116$241,776$9,458,828

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,458,828
Total Expenses per Audited Statements$8,721,132
Expenses per Audited Statements$8,599,793
Expenses Not Reported on Financial Statements$859,035
Other Expense Adjustments$859,035
Expenses Not Reported on Form 990$121,339
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$481,013
Fundraising Direct Expenses$121,339
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Regalia$534,191$396,116$55,683$340,433
Trivia Night$116,100$65,189-$65,189
Total Events$669,999$481,013$121,339$359,674
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits$75,460
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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 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.”

Filing and Contact Details

Filer

Filer Name
ST RICHARD'S EPISCOPAL SCHOOL
EIN
35-6007169
Phone
3179260425
Address
33 E 33RD STREET, INDIANAPOLIS, IN 46205-3401

Signing Officer

Name
Linda Chestnut
Title
Finance Officer
Phone
3179260425
Signed
2026-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leslie Hosey
Formed
1960
Legal Domicile
In
Voting Board Members
19
Independent Board Members
19
Employees
152
Volunteers
100

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240
Preparer
Casse Tate
Phone
3175802000
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization did not change its audit oversight process in the fiscal year.”

Financial Statement Notes

PART V, LINE 4:

“The endowment consists of 14 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, 2025 and 2024. 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 2022. 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 121,339.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Scholarship expenses from form 990, part viii, line 2a 859,035.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses from form 990, part viii, line 8b 121,339.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Scholarship expenses from form 990, part viii, line 2a 859,035.”

Raw XML AppendixShowing 400 of 734 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.

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IRS990/ActivityOrMissionDesc0WE 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.
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IRS990/Form990PartVIISectionAGrp/PersonNm3ANDY ANDERSON
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IRS990/Form990PartVIISectionAGrp/PersonNm5ELIZABETH BEARBY
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IRS990/Form990PartVIISectionAGrp/PersonNm7CINDY CHO
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IRS990/Form990PartVIISectionAGrp/PersonNm10LEON JACKSON
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IRS990/Form990PartVIISectionAGrp/PersonNm12SARA MAMUSKA-MORRIS
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IRS990/Form990PartVIISectionAGrp/PersonNm17NIKKI ROGERS
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IRS990/Form990PartVIISectionAGrp/PersonNm19DR LESLIE HOSEY
IRS990/Form990PartVIISectionAGrp/PersonNm20KEITH JEWELL
IRS990/Form990PartVIISectionAGrp/PersonNm21JAY SHERRILL
IRS990/Form990PartVIISectionAGrp/PersonNm22SHERRI MCNEELY
IRS990/Form990PartVIISectionAGrp/PersonNm23JOHN BRADY
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt20CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt21PHYSICAL EDUCATION/CO-AD
IRS990/Form990PartVIISectionAGrp/TitleTxt22HEAD OF EARLY CHILDHOOD AND LOWER DIVISION
IRS990/Form990PartVIISectionAGrp/TitleTxt23HEAD OF MIDDLE DIVISION
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IRS990/MissionDesc0WE 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.
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1538853
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00

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