ST RICHARD'S EPISCOPAL SCHOOL

EIN: 356007169 501(c)(3)

INDIANAPOLIS, IN

Total Revenue
$11,021,955
Total Expenses
$9,458,828
Total Assets
$9,283,709
Net Assets
$8,327,109
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1960
Legal Domicile
IN
Principal Officer
LESLIE HOSEY
Phone
3179260425
Tax Period
2024-07-01 to 2025-06-30

ST RICHARD'S EPISCOPAL SCHOOL, founded in 1960, is a mid-sized nonprofit that reported $11.0M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $9.5M left a modest 14% surplus.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,700,504
Program Service Revenue $7,617,975
Investment Income $325,510
Other Revenue $377,966
TOTAL REVENUE $11,021,955

Expense Breakdown

Grants Paid $859,035
Salaries & Benefits $5,655,884
Fundraising Expenses $241,776
Program Expenses $6,932,936
Other Expenses $2,943,909
TOTAL EXPENSES $9,458,828

Year-over-Year Comparison

2024 2023 Change
Revenue $11,021,955 $9,076,853 +0.2%
Expenses $9,458,828 $8,866,158 +0.1%
Net Income $1,563,127 $210,695 +6.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
19
Independent Members
19
Employees
152
Volunteers
100

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$383,968
Total Directors
19
$0
Key Employees
0
$0
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NICK COLBY PRESIDENT 4.00
Officer Director
$0 $0 $0
JEFF WAWOK TREASURER 4.00
Officer Director
$0 $0 $0
RODERICK S BROWN SECRETARY 4.00
Officer Director
$0 $0 $0
ANDY ANDERSON BOARD TRUSTEE 4.00
Director
$0 $0 $0
JENNIFER BASKERVILLE-BURROWS BOARD TRUSTEE 4.00
Director
$0 $0 $0
ELIZABETH BEARBY BOARD TRUSTEE 4.00
Director
$0 $0 $0
NNEKA T BREAUX BOARD TRUSTEE 4.00
Director
$0 $0 $0
CINDY CHO BOARD TRUSTEE 4.00
Director
$0 $0 $0
KAREN HALEY BOARD TRUSTEE 4.00
Director
$0 $0 $0
ROSS HENDRICKSON BOARD TRUSTEE 4.00
Director
$0 $0 $0
LEON JACKSON BOARD TRUSTEE 4.00
Director
$0 $0 $0
ROB MACPHERSON BOARD TRUSTEE 4.00
Director
$0 $0 $0
SARA MAMUSKA-MORRIS BOARD TRUSTEE 4.00
Director
$0 $0 $0
CORKY PLEWS BOARD TRUSTEE 4.00
Director
$0 $0 $0
C DAVIES REED BOARD TRUSTEE 4.00
Director
$0 $0 $0
ERIC ROGERS BOARD TRUSTEE 4.00
Director
$0 $0 $0
LATONYA TURNER BOARD TRUSTEE 4.00
Director
$0 $0 $0
NIKKI ROGERS BOARD TRUSTEE 4.00
Director
$0 $0 $0
JOSEPH TUCKER EDMONDS BOARD TRUSTEE 4.00
Director
$0 $0 $0
DR LESLIE HOSEY HEAD OF SCHOOL 38.00
Officer
$251,997 $24,905 $276,902
KEITH JEWELL CFO 40.00
Officer
$102,528 $4,538 $107,066
JAY SHERRILL PHYSICAL EDUCATION/CO-AD 40.00
Highest
$100,307 $10,609 $110,916
SHERRI MCNEELY HEAD OF EARLY CHILDHOOD AND LOWER DIVISION 40.00
Highest
$101,281 $5,064 $106,345
JOHN BRADY HEAD OF MIDDLE DIVISION 40.00
Highest
$102,214 $5,111 $107,325
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $11,021,955 $9,458,828 $9,283,709 $1,563,127
2024 $9,076,853 $8,866,158 $7,842,690 $210,695
2023 $8,029,904 $7,838,807 $7,508,600 $191,097
2022 $8,456,043 $7,616,564 $7,446,080 $839,479
2021 $8,220,248 $7,108,260 $7,903,240 $1,111,988
2020 $7,780,377 $7,633,974 $7,296,203 $146,403
2018 $7,872,389 $7,784,242 $5,311,100 $88,147
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