ROESSLER-CHADWICK FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROESSLER-CHADWICK FOUNDATION (EIN 95-0615438)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202431359349313218
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T18:31:53-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953001179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 950615438 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROESSLER-CHADWICK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROES | BusinessNameControlTxt |
| Phone | 3103771543 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26800 S ACADEMY DRIVE | AddressLine1Txt |
| City | PALOS VERDES PENINSULA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT HORNE | PersonNm |
| Person Title | CFO/COO | PersonTitleTxt |
| Phone | 3103771543 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | HORNE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONITA JOSEPH | PreparerPersonNm |
| PTIN | P00286656 | PTIN |
| Phone | 5624351191 | PhoneNum |
| Preparation | 2024-05-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHADWICK SCHOOL & CHADWICK INTL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TOM SHEPPARD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26800 S ACADEMY DRIVE | AddressLine1Txt |
| City | PALOS VERDES PENINSULA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $97,622,108 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CHADWICKSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1935 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO EDUCATE CHILDREN FROM KINDERGARTEN TO THE TWELFTH GRADE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 484 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,788,896 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,528,337 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $81,840,087 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $86,304,932 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,464,996 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,640,336 | CYInvestmentIncomeAmt |
| PY Other Revenue | $444,079 | PYOtherRevenueAmt |
| CY Other Revenue | $330,661 | CYOtherRevenueAmt |
| PY Total Revenue | $90,538,058 | PYTotalRevenueAmt |
| CY Total Revenue | $95,804,266 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,186,285 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,657,240 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $55,205,772 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $58,095,052 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,240,879 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,220,829 | PYOtherExpensesAmt |
| CY Other Expenses | $25,550,427 | CYOtherExpensesAmt |
| PY Total Expenses | $86,612,886 | PYTotalExpensesAmt |
| CY Total Expenses | $92,302,719 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,925,172 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,501,547 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $135,058,819 | TotalAssetsBOYAmt |
| Total Assets EOY | $135,934,762 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $100,191,771 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $96,969,533 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $34,867,048 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $38,965,229 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CHADWICK SCHOOLS DEVELOP GLOBAL CITIZENS WITH KEEN MINDS, EXEMPLARY CHARACTER, SELF-KNOWLEDGE AND THE ABILITY TO LEAD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $34,680,671 | ExpenseAmt |
| Grant | $6,078,532 | GrantAmt |
| Revenue | $35,978,714 | RevenueAmt |
| Desc | CHADWICK SCHOOL, FOUNDED IN 1935, IS LOCATED IN PALOS VERDES PENINSULA, CA, SERVING APPROXIMATELY 839 STUDENTS EACH YEAR, K-12. THROUGH ACTIVE PARTICIPATION IN A DIVERSE SCHOOL COMMUNITY, STUDENTS PREPARE TO CONTRIBUTE MEANINGFULLY TO THEIR LOCAL, NATIONAL, AND GLOBAL COMMUNITIES. TALENTED AND CARING FACULTY AND STAFF CULTIVATE IN EACH STUDENT THE JOY OF LEARNING, SELF-CONFIDENCE, WELL-BEING, AND THE INDIVIDUAL GIFTS THAT EACH POSSESSES. BY LIVING AND LEARNING IN AN ATMOSPHERE OF INTEGRITY AND TRUST, STUDENTS COME TO EXPECT THE BEST OF THEMSELVES AND OTHERS. OTHER PROGRAM SERVICES INCLUDE AN OUTDOOR EDUCATION PROGRAM THAT IS A MANDATORY PROGRAM FOR STUDENTS FROM GRADES 3 THROUGH 12. ITS PURPOSE IS TIED CLOSELY TO THE SCHOOL'S MISSION WHICH IS TO DEVELOP "SELF CONFIDENT INDIVIDUALS OF EXEMPLARY CHARACTER." | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $40,568,974 | ExpenseAmt |
| Grant | $2,578,708 | GrantAmt |
| Revenue | $47,525,792 | RevenueAmt |
| Desc | CHADWICK INTERNATIONAL (CI), FOUNDED IN 2010, IS A PK-12 INTERNATIONAL SCHOOL FULLY EQUIPPED WITH AN EXCEPTIONAL 500,000 SQUARE FOOT, STATE-OF-THE-ART FACILITY THAT HAS BEEN BUILT IN THE SONGDO INTERNATIONAL BUSINESS DISTRICT IN INCHEON, SOUTH KOREA. DURING THE SCHOOL YEAR ENDING JUNE 30, 2023, THE SCHOOL HAD AN ENROLLMENT OF APPROXIMATELY 1,398 IN GRADES PK-12. CHADWICK INTERNATIONAL ACHIEVES ITS EDUCATIONAL MISSION THROUGH HIGHLY EXPERIENCED AND DEDICATED FACULTY MEMBERS FROM AROUND THE WORLD. THE CURRICULUM AT CHADWICK INTERNATIONAL IS DESIGNED TO MEET THE EDUCATIONAL STANDARDS OF THE INTERNATIONAL BACCALAUREATE (IB) AS WELL AS THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES(WASC). CI MAINTAINS A TEACHER TO STUDENT RATIO OF 7:1. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $594,036 | ExpenseAmt |
| Revenue | $1,012,088 | RevenueAmt |
| Desc | SUMMER PROGRAMS ARE OFFERED EVERY YEAR FOR 5 WEEKS FROM JUNE TO JULY FOR KIDS AGES 4-14. PROGRAMS ARE OFFERED COVERING AREAS LIKE ACADEMIC ENRICHMENT, ARTISTIC INSPIRATION, ATHLETIC INSTRUCTION, AND A FUN DAYCAMP EXPERIENCE. ALSO OFFERS A BUS SERVICE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $1,408,195 | $1,403,699 | AFTER SCHOOL ACTIVITIES (COMMUNITY PROGRAM, MUSICAL INSTRUMENT PROGRAM) NOTE: DUE TO THE PANDEMIC THESE PROGRAMS WERE CANCELLED BUT WE RETAINED STAFF. |
| $102,839 | $137,911 | KOREAN DEGREE CERTIFICATION PROGRAM |
| $206,606 | $246,728 | CIPA PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,717,640 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,788,338 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $77,561,321 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 139 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 484 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | KS | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT HORNE | PersonNm |
| Phone | 3103771543 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26800 S ACADEMY DRIVE | AddressLine1Txt |
| City | PALOS VERDES PENINSULA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| FREDERICK T HILL | |||||||||
| PRESIDENT | 40.00 | 15.50 | Yes (X) | Yes (X) | $786,976 | $106,735 | $60,105 | ||
| EDEN WARNER | |||||||||
| CHAIR | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SASKIA SUBRAMANIAN | |||||||||
| VICE CHAIR | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| IAN EDDLESTON | |||||||||
| TREASURER | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PAUL CHEN | |||||||||
| SECRETARY | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ARMAND DAWKINS | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENN CHOU | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN DRYDEN | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SAMANTHA NADELLA | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAM FREER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICE HARMON | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RUTH MACFARLANE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| TOM MOONEY | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RACHEL NGUYEN | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANI UCHIMA-CARNEY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JASON RO | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEREK ROTH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANNE SEVERNS | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RENITA SMITH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| NICK TELL | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MATT WILSON | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIE MICHELLE LUKE | |||||||||
| HEAD OF SCHOOL | 40.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM SHEPPARD | |||||||||
| INTERIM HEAD OF SCHOOL | 40.00 | 1.00 | Yes (X) | $336,978 | $0 | $60,729 | |||
| ROBERT HORNE | |||||||||
| CFO - CHADWICK SCHOOL PV CAMPUS | 40.00 | 1.00 | Yes (X) | $242,655 | $0 | $53,177 | |||
| JOHN KJENNER | |||||||||
| CFO - RCFG | 2.00 | 40.50 | Yes (X) | $0 | $264,684 | $44,862 | |||
| SUN HOO CHUNG | |||||||||
| CFO - KOREA | 40.00 | Yes (X) | $240,071 | $0 | $35,916 | ||||
| BOBBY FAGOGENIS | |||||||||
| ASSISTANT HEAD OF SCHOOL - KOREA | 40.00 | $295,397 | $0 | $91,075 | Yes (X) | ||||
| JULIAN TAYLOR | |||||||||
| VILLAGE SCHOOL PRINCIPAL - KOREA | 40.00 | $341,174 | $0 | $94,028 | Yes (X) | ||||
| JACQUELINE CAMERON | |||||||||
| MIDDLE SCHOOL PRINCIPAL - KOREA | 40.00 | $248,348 | $0 | $25,509 | Yes (X) | ||||
| JOSEPH LEVNO | |||||||||
| UPPER SCHOOL PRINCIPAL - KOREA | 40.00 | $236,144 | $0 | $25,691 | Yes (X) | ||||
| TIMOTHY LINN | |||||||||
| AQUATIC DIRECTOR - KOREA | 40.00 | $261,330 | $0 | $115,002 | Yes (X) | ||||
| DAVID SNIPES | |||||||||
| ATHLETIC DIRECTOR - KOREA | 40.00 | $247,789 | $0 | $79,825 | Yes (X) | ||||
| VINCENT SCHACHNER | |||||||||
| AUXILIARY PROGRAM DIRECTOR - KOREA | 40.00 | $229,617 | $0 | $87,631 | Yes (X) | ||||
| PRIYANKA SINGH | |||||||||
| PE TEACHER | 40.00 | $238,511 | $0 | $91,355 | Yes (X) | ||||
| UN NA HUH | |||||||||
| EXTERNAL AFFAIRS DIRECTOR - KOREA | 40.00 | $248,844 | $0 | $24,554 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,953,834 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $371,419 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $889,459 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 112 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|
| HYUNDAI C&R | ||||||||
| TOWER 730 570 SONGPADAERO SONGPAG | SEOUL | KS | SECURITY, CLEANING, FACILITY M&R SERVICE | $1,915,066 | ||||
| FIRST STUDENT | ||||||||
| BUS SERVICES | $1,039,089 | 22157 NETWORK PLACE | CHICAGO | IL | 60673 | |||
| SPECIALTY SERVICES | ||||||||
| CLEANING SERVICES | $545,658 | 45 LA PORTE STREET | ARCADIA | CA | 91006 | |||
| LAGO VISTA CONSTRUCTION INC | ||||||||
| CONSTRUCTION | $545,593 | 17222 EAST MILLBURGH ROAD | AZUSA | CA | 91702 | |||
| RODRIGUEZ HORII CHOI & CAFFERATA LLP | ||||||||
| LEGAL | $272,154 | 777 S FIGUEROA STREET SUITE 2150 | LOS ANGELES | CA | 90017 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 42 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $962,396 | FundraisingAmt |
| Related Organizations | $1,546,196 | RelatedOrganizationsAmt |
| Government Grants | $1,930,000 | GovernmentGrantsAmt |
| All Other Contributions | $3,089,745 | AllOtherContributionsAmt |
| Noncash Contributions | $140,920 | NoncashContributionsAmt |
| Total Contributions | $7,528,337 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 900099 | $83,504,506 | $83,504,506 |
| AUXILIARY PROGRAMS | 900099 | $2,767,775 | $2,767,775 |
| YEARBOOK INCOME | 900099 | $32,651 | $32,651 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $86,304,932 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,806,925 | TotalRevenueColumnAmt |
| Exclusion | $1,806,925 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,402,131 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,184,771 | SecuritiesAmt |
| Other | $383,949 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $217,360 | SecuritiesAmt |
| Other | -$383,949 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$166,589 | TotalRevenueColumnAmt |
| Exclusion | -$166,589 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $123,050 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $962,396 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $249,122 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$126,072 | TotalRevenueColumnAmt |
| Exclusion | -$126,072 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $456,733 | TotalRevenueColumnAmt |
| Exclusion | $456,733 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $456,733 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,804,266 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $86,304,932 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,970,997 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,078,532 | TotalAmt |
| Program Services | $6,078,532 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,578,708 | TotalAmt |
| Program Services | $2,578,708 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,334,787 | TotalAmt |
| Program Services | $1,431,412 | ProgramServicesAmt |
| Management And General | $1,903,375 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,457,747 | TotalAmt |
| Program Services | $35,046,840 | ProgramServicesAmt |
| Management And General | $2,822,082 | ManagementAndGeneralAmt |
| Fundraising | $588,825 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,778,425 | TotalAmt |
| Program Services | $1,618,847 | ProgramServicesAmt |
| Management And General | $120,462 | ManagementAndGeneralAmt |
| Fundraising | $39,116 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,360,816 | TotalAmt |
| Program Services | $11,336,817 | ProgramServicesAmt |
| Management And General | $847,678 | ManagementAndGeneralAmt |
| Fundraising | $176,321 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,163,277 | TotalAmt |
| Program Services | $1,824,675 | ProgramServicesAmt |
| Management And General | $298,527 | ManagementAndGeneralAmt |
| Fundraising | $40,075 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,405 | TotalAmt |
| Management And General | $424,405 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,659 | TotalAmt |
| Management And General | $384,659 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,007 | TotalAmt |
| Management And General | $17,007 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $678,196 | TotalAmt |
| Program Services | $201,950 | ProgramServicesAmt |
| Management And General | $440,315 | ManagementAndGeneralAmt |
| Fundraising | $35,931 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $588,318 | TotalAmt |
| Program Services | $417,130 | ProgramServicesAmt |
| Management And General | $139,754 | ManagementAndGeneralAmt |
| Fundraising | $31,434 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,230,250 | TotalAmt |
| Program Services | $676,871 | ProgramServicesAmt |
| Management And General | $419,118 | ManagementAndGeneralAmt |
| Fundraising | $134,261 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,249,929 | TotalAmt |
| Program Services | $642,712 | ProgramServicesAmt |
| Management And General | $607,217 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,435,892 | TotalAmt |
| Program Services | $4,045,570 | ProgramServicesAmt |
| Management And General | $2,390,322 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,624 | TotalAmt |
| Program Services | $163,595 | ProgramServicesAmt |
| Management And General | $151,192 | ManagementAndGeneralAmt |
| Fundraising | $28,837 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $546,523 | TotalAmt |
| Program Services | $342,256 | ProgramServicesAmt |
| Management And General | $80,022 | ManagementAndGeneralAmt |
| Fundraising | $124,245 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,252,452 | TotalAmt |
| Program Services | $2,895,530 | ProgramServicesAmt |
| Management And General | $356,922 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $928,902 | TotalAmt |
| Program Services | $394,248 | ProgramServicesAmt |
| Management And General | $534,654 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OPERATING EXPENSES/SUPP | $2,343,758 | $2,066,412 | $264,800 | $12,546 |
| PLANT OPERATING/MAINTEN | $1,436,699 | $1,150,995 | $285,704 | |
| EQUIPMENT, SUPPLIES, BO | $1,194,405 | $1,155,156 | $30,849 | $8,400 |
| MISCELLANEOUS EXPENSES | $979,159 | $280,144 | $678,127 | $20,888 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,516,249 | TotalAmt |
| Program Services | $3,212,921 | ProgramServicesAmt |
| Management And General | $303,328 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,302,719 | TotalAmt |
| Program Services | $77,561,321 | ProgramServicesAmt |
| Management And General | $13,500,519 | ManagementAndGeneralAmt |
| Fundraising | $1,240,879 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $504,269 | BOYAmt |
| EOY | $1,358,516 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,657,508 | BOYAmt |
| EOY | $58,472,665 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $419,046 | BOYAmt |
| EOY | $1,096,776 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $519,979 | BOYAmt |
| EOY | $468,683 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,421 | BOYAmt |
| EOY | $35,688 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,857,000 | BOYAmt |
| EOY | $2,155,276 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $59,689,995 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,279,375 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,610,731 | BOYAmt |
| EOY | $51,410,620 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,242,706 | BOYAmt |
| EOY | $10,811,475 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,217,159 | BOYAmt |
| EOY | $10,125,063 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,058,819 | BOYAmt |
| EOY | $135,934,762 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,289,309 | BOYAmt |
| EOY | $15,039,346 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,530,593 | BOYAmt |
| EOY | $36,775,896 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,273,885 | BOYAmt |
| EOY | $41,379,420 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,097,984 | BOYAmt |
| EOY | $3,774,871 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,191,771 | BOYAmt |
| EOY | $96,969,533 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,998,453 | BOYAmt |
| EOY | $31,234,520 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,868,595 | BOYAmt |
| EOY | $7,730,709 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,867,048 | BOYAmt |
| EOY | $38,965,229 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,058,819 | BOYAmt |
| EOY | $135,934,762 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,501,547 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,341,830 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$745,196 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,415,846 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,694,176 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,546,196 | GrantsOrScholarshipsAmt |
| End Year Balance | $40,563,826 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,712,708 | BeginningYearBalanceAmt |
| Contributions | $67,865 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,817,871 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,386,856 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $160,000 | AdministrativeExpensesAmt |
| End Year Balance | $37,415,846 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,008,863 | BeginningYearBalanceAmt |
| Contributions | $260,150 | ContributionsAmt |
| Investment Earnings Or Losses | $10,730,893 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,287,198 | GrantsOrScholarshipsAmt |
| End Year Balance | $45,712,708 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,053,370 | BeginningYearBalanceAmt |
| Contributions | $826,525 | ContributionsAmt |
| Investment Earnings Or Losses | $1,413,469 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,284,501 | GrantsOrScholarshipsAmt |
| End Year Balance | $36,008,863 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,079,680 | BeginningYearBalanceAmt |
| Contributions | $416,540 | ContributionsAmt |
| Investment Earnings Or Losses | $1,731,453 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,174,303 | GrantsOrScholarshipsAmt |
| End Year Balance | $35,053,370 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.56670 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.11440 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.31890 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,706,805 | OtherCostOrOtherBasisAmt |
| Book Value | $36,706,805 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,459,162 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,388,127 | DepreciationAmt |
| Book Value | $12,071,035 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $338,134 | OtherCostOrOtherBasisAmt |
| Depreciation | $324,301 | DepreciationAmt |
| Book Value | $13,833 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,352,271 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,479,675 | DepreciationAmt |
| Book Value | $1,872,596 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,833,623 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,087,272 | DepreciationAmt |
| Book Value | $746,351 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $51,410,620 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLICLY TRADED SECURITIES | Desc |
| Book Value | $10,811,475 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $10,811,475 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONTRIBUTION RECEIVABLE FROM CHARITABLE TRUST | $141,371 |
| RENTAL DEPOSITS | $5,863,232 |
| DUE FROM COMBINED BRANCHES | $1,088,908 |
| ADVANCE PAYMENTS | $3,369 |
| OTHER RECEIVABLES | $28,945 |
| OPERATING LEASE RIGHT-OF-USE ASSETS | $2,999,238 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $10,125,063 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO COMBINED BRANCHES | $437,005 |
| OPERATING LEASE LIABILITIES | $2,870,274 |
| FINANCE LEASE LIABILITIES | $467,592 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,774,871 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $87,486,853 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,341,830 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$9,642,236 | OtherRevenueAmt |
| Revenue Not Reported | -$8,300,406 | RevenueNotReportedAmt |
| Revenue Subtotal | $95,787,259 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $17,007 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $17,007 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $95,804,266 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $83,388,672 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $83,388,672 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $17,007 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $8,897,040 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $8,914,047 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $92,302,719 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | FIN 48: THE ORGANIZATION IS A PUBLIC CHARITY STRUCTURED AS A NONPROFIT CORPORATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE ORGANIZATION IS EXEMPT FROM INCOME TAXES, DOMESTIC AND FOREIGN, RELATED TO REVENUE RECEIVED IN CONNECTION WITH EXEMPT PROGRAMS. THE ORGANIZATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS ITS FILING STATUS AS TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE ORGANIZATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID -8,657,240. CHANGE IN DEFINED BENEFIT OBLIGATION 64,631. CAPITAL EXPENDITURE APPROPRIATION -1,373,111. INTERCOMPANY TRANSFERS 563,284. PROJECT TERMINATION EXPENSE -239,800. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 8,657,240. PROJECT TERMINATION EXPENSE 239,800. |
| PART V, LINE 1D AND PART VI: | THE ROESSLER-CHADWICK FOUNDATION (THE FOUNDATION), PURSUANT TO A PLAN OF REORGANIZATION, TRANSFERRED CERTAIN REAL ESTATE AND PLANT ASSETS, ENDOWMENT ASSETS AND INTELLECTUAL PROPERTY TO THE ROESSLER-CHADWICK FOUNDATION GROUP (RCF GROUP), A 509(A)(3) TYPE II SUPPPORTING ORGANIZATION OF THE FOUNDATION IN FISCAL YEARS JUNE 30, 2016 AND JUNE 30, 2017. THE RCF GROUP WILL HOLD, MANAGE AND INVEST THE ASSETS TRANSFERRED BY THE FOUNDATION AND MAKE EXPENDITURES FOR THE BENEFIT OF THE FOUNDATION AND ITS STUDENTS, INCLUDING PROVIDING A SOURCE OF FUNDING FOR THE FOUNDATION'S SCHOLARSHIP PROGRAM AND ENGAGING IN RELATED MANAGERIAL FUNCTIONS. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | NEWSPAPER, BROCHURES, WEBSITE, AND BULLETINS | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 1 | 205 | EXPENSES FOR PRE-KINDERGARTEN THROUGH 12TH GRADE INTERNATIONAL SCHOOL | OPERATION OF A ELEMENTARY, MIDDLE AND HIGH SCHOOL | $50,052,209 |
| EAST ASIA AND THE PACIFIC | ASSETS FOR PRE-KINDERGARTEN THROUGH 12TH GRADE INTERNATIONAL SCHOOL | OPERATION OF A ELEMENTARY, MIDDLE AND HIGH SCHOOL | $34,273,763 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 205 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 205 | TotalEmployeeCnt |
| Subtotal Spent | $84,325,972 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $84,325,972 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | TUITION REMISSIONS/SUBSIDIES | TypeOfAssistanceTxt |
| Region | EAST ASIA AND THE PACIFIC | RegionTxt |
| Recipient | 141 | RecipientCnt |
| Cash Grant | $2,578,708 | CashGrantAmt |
| Manner Of Cash Disbursement | CASH PAYMENTS | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | ALL ACCOUNTING RECORDS ARE MAINTAINED BY THE BUSINESS OFFICE ON CAMPUS AT CHADWICK INTERNATIONAL. THE SCHOOL'S FINANCIALS ARE AUDITED ACCORDING TO INTERNATIONAL FINANCIAL REPORTING STANDARDS (IFRS). |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING GALA | Event1Nm |
| Gross Receipts Event1 | $731,705 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $676,580 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $55,125 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $92,416 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $6,345 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $38,433 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF EVENT | Event2Nm |
| Gross Receipts Event2 | $353,741 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $285,816 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $67,925 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $111,928 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $1,085,446 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $962,396 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $123,050 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $92,416 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $6,345 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $150,361 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $249,122 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$126,072 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FACULTY SCHOLARSHIPS | 44 | $1,362,930 |
| FINANCIAL AID | 139 | $4,715,602 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FAMILIES APPLY FOR FINANCIAL AID AND PROVIDE TAX STATEMENTS TO VERIFY INCOME. INDIVIDUAL APPLICATIONS ARE EVALUATED ON A CASE BY CASE BASIS AND AWARDS ARE DETERMINED BASED ON TOTAL NEED AND AVAILABLE FUNDS. STUDENTS WHO RECEIVE SUPPORT THROUGH SCHOLARSHIPS AND FINANCIAL AID HAVE AMOUNTS THAT ARE AWARDED TO THEM CREDITED TO THEIR TUITION ACCOUNTS REDUCING THE AMOUNT PAYABLE. THE FUNDS ARE NOT GIVEN DIRECTLY TO STUDENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FREDERICK T HILL | ||||||||||||||
| PRESIDENT | $656,089 | $82,735 | $92,302 | $24,000 | $38,585 | $0 | $30,686 | $0 | $3,601 | $25,818 | $821,263 | $132,553 | $0 | $0 |
| JULIAN TAYLOR | ||||||||||||||
| VILLAGE SCHOOL PRINCIPAL - KOREA | $313,542 | $0 | $774 | $0 | $26,858 | $0 | $14,507 | $0 | $79,521 | $0 | $435,202 | $0 | $0 | $0 |
| TOM SHEPPARD | ||||||||||||||
| INTERIM HEAD OF SCHOOL | $336,978 | $0 | $0 | $0 | $0 | $0 | $19,061 | $0 | $41,668 | $0 | $397,707 | $0 | $0 | $0 |
| BOBBY FAGOGENIS | ||||||||||||||
| ASSISTANT HEAD OF SCHOOL - KOREA | $271,951 | $0 | $0 | $0 | $23,446 | $0 | $13,662 | $0 | $77,413 | $0 | $386,472 | $0 | $0 | $0 |
| TIMOTHY LINN | ||||||||||||||
| AQUATIC DIRECTOR - KOREA | $230,980 | $0 | $1,301 | $0 | $29,049 | $0 | $6,805 | $0 | $108,197 | $0 | $376,332 | $0 | $0 | $0 |
| PRIYANKA SINGH | ||||||||||||||
| PE TEACHER | $196,155 | $0 | $15,462 | $0 | $26,894 | $0 | $6,714 | $0 | $84,641 | $0 | $329,866 | $0 | $0 | $0 |
| DAVID SNIPES | ||||||||||||||
| ATHLETIC DIRECTOR - KOREA | $225,407 | $0 | $0 | $0 | $22,382 | $0 | $9,316 | $0 | $70,509 | $0 | $327,614 | $0 | $0 | $0 |
| VINCENT SCHACHNER | ||||||||||||||
| AUXILIARY PROGRAM DIRECTOR - KOREA | $199,696 | $0 | $5,049 | $0 | $24,872 | $0 | $9,219 | $0 | $78,412 | $0 | $317,248 | $0 | $0 | $0 |
| JOHN KJENNER | ||||||||||||||
| CFO - RCFG | $0 | $264,684 | $0 | $0 | $0 | $0 | $0 | $27,000 | $0 | $17,862 | $0 | $309,546 | $0 | $0 |
| ROBERT HORNE | ||||||||||||||
| CFO - CHADWICK SCHOOL PV CAMPUS | $242,655 | $0 | $0 | $0 | $0 | $0 | $27,000 | $0 | $26,177 | $0 | $295,832 | $0 | $0 | $0 |
| SUN HOO CHUNG | ||||||||||||||
| CFO - KOREA | $217,585 | $0 | $0 | $0 | $22,486 | $0 | $18,097 | $0 | $17,819 | $0 | $275,987 | $0 | $0 | $0 |
| JACQUELINE CAMERON | ||||||||||||||
| MIDDLE SCHOOL PRINCIPAL - KOREA | $232,473 | $0 | $0 | $0 | $15,875 | $0 | $11,475 | $0 | $14,034 | $0 | $273,857 | $0 | $0 | $0 |
| UN NA HUH | ||||||||||||||
| EXTERNAL AFFAIRS DIRECTOR - KOREA | $174,219 | $0 | $0 | $0 | $74,625 | $0 | $14,168 | $0 | $10,386 | $0 | $273,398 | $0 | $0 | $0 |
| JOSEPH LEVNO | ||||||||||||||
| UPPER SCHOOL PRINCIPAL - KOREA | $222,957 | $0 | $0 | $0 | $13,187 | $0 | $11,670 | $0 | $14,021 | $0 | $261,835 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | WHEN FACULTY/STAFF RELOCATE TO THE KOREA FACILITY THE SCHOOL PROVIDES AIRLINE TICKETS FOR THEIR DEPENDENTS. THE SCHOOL ALSO COVERS THE LOCAL TAXES FOR FACULTY/STAFF WORKING OVERSEAS. THE HEAD OF SCHOOL RECEIVES AN ALLOWANCE FOR DISCRETIONARY SPENDING. THE SPENDING ALWAYS BENEFITS THE SCHOOL. THE HEAD OF SCHOOL LIVES IN A HOUSE OWNED AND MAINTAINED BY ROESSLER-CHADWICK FOUNDATION GROUP, A RELATED ORGANIZATION. |
| PART I, LINE 3 | THE BOARD OF TRUSTEES ANNUALLY REVIEWS THE TOTAL COMPENSATION OF THE SCHOOL'S HEADMASTER. COMPENSATION IS ESTABLISHED THROUGH THE USE OF MARKET DATA PROVIDED BY THIRD PARTIES AND PUBLIC DISCLOSURES BY COMPARABLE SCHOOLS. COMPENSATION IS APPROVED BY THE BOARD. THE HEADMASTER REVIEWS AND APPROVES THE COMPENSATION FOR ALL KEY EMPLOYEES. COMPENSATION IS DETERMINED THROUGH THE USE OF MARKET DATA BY THIRD PARTIES AND PUBLIC DISCLOSURES BY COMPARABLE SCHOOLS. |
| SCHEDULE J, PART II, COLUMN D: | ALL EMPLOYEES OF THE SOUTH KOREAN CAMPUS RECEIVE THIS BENEFIT. TUITION REMISSION, IF RECEIVED, IS INCLUDED IN SCHEDULE J, PART II, COLUMN (D). |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $117,507 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SPEAKER & ACCESSORIES | 1 | $16,413 | SELLING PRICE |
| Yes (X) | PIANO | 1 | $7,000 | PURCHASE PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. |
| PART I, LINE 32B: | A BROKER IS USED TO RECEIVE AND SELL NON-CASH SECURITIES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | DESCRIBE ANY MATERIAL DIFFERENCES IN VOTING RIGHTS AMONG MEMBERS OF THE GOVERNING BODY. OUR BYLAWS STATE THAT "THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ANY AND ALL OF THE POWERS AND AUTHORITY OF THE BOARD OF TRUSTEES DURING INTERVALS BETWEEN MEETINGS OF THE FULL BOARD OF TRUSTEES, EXCEPT THAT IT SHALL NOT HAVE THE POWER TO ADOPT, AMEND OR REPEAL THE BYLAWS OR TAKE SUCH OTHER ACTION AS IS PROHIBITED OR NOT AUTHORIZED BY LAW." |
| FORM 990, PART VI, SECTION B, LINE 11B | DESCRIBE THE PROCESS THE ORGANIZATION USES TO REVIEW FORM 990. THE FINANCE COMMITTEE IS PRESENTED A DRAFT OF THE FORM 990 FOR REVIEW. A COPY OF THE FINAL FORM 990 IS THEN DISTRIBUTED TO THE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | DESCRIBE HOW THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. EACH NEW TRUSTEE COMPLETES A "CONFLICT OF INTEREST" QUESTIONNAIRE AND THEN ANNUALLY EACH BOARD MEMBER COMPLETES THE "GOVERNANCE CONFLICT" QUESTIONNAIRE. UPON IDENTIFICATION OF A CONFLICT OF INTEREST, THE CHAIRMAN AND THE BOARD WILL BEST DETERMINE HOW TO PROCEED AND WHETHER RESIGNATION IS APPROPRIATE. |
| FORM 990, PART VI, SECTION B, LINE 15 | DESCRIBE THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S OFFICERS, MANAGEMENT, AND OTHER EMPLOYEES. THE BOARD OF TRUSTEES ANNUALLY REVIEWS THE TOTAL COMPENSATION OF THE SCHOOL'S HEADMASTER. EACH YEAR, COMPETITIVE COMPENSATION GUIDELINES ARE ESTABLISHED THROUGH THE USE OF MARKET DATA PROVIDED BY THIRD PARTY SURVEYS AND PUBLIC DISCLOSURES BY RELEVANT COMPARABLE SCHOOLS. IN ALL CASES, THE PROCESS INCLUDES: USE OF COMPARABLES, APPROVAL BY EITHER THE BOARD OF TRUSTEES OR A DESIGNATED COMMITTEE THEREOF, AND CONTEMPORANEOUS DOCUMENTATION OF THE DECISION MAKING PROCESS. THE PROCESS DESCRIBED ABOVE IS APPLIED TO OTHER EXECUTIVE POSITIONS, INCLUDING THE CHIEF FINANCIAL OFFICER AND DIRECTOR OF ADVANCEMENT, IN THE EVENT OF MATERIAL CHANGES. |
| FORM 990, PART VI, SECTION C, LINE 19 | DESCRIBE HOW THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE FORM 990, THE DETERMINATION LETTER, THE CONFLICT OF INTEREST, AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST BY THE PUBLIC. A COPY OF THE FORM 990 IS ALSO AVAILABLE ON GUIDESTAR.ORG. |
| FORM 990, PART VIII, LINE 1E GOVERNMENT GRANTS, PPP LOAN FORGIVENESS: | IN MARCH 2020, CONGRESS PASSED THE PAYCHECK PROTECTION PROGRAM (PPP), AUTHORIZING LOANS TO SMALL BUSINESSES FOR USE IN PAYING EMPLOYEES THAT THEY CONTINUE TO EMPLOY THROUGHOUT THE COVID-19 PANDEMIC AND FOR RENT, UTILITIES, AND INTEREST ON MORTGAGES. LOANS OBTAINED THROUGH THE PPP ARE ELIGIBLE TO BE FORGIVEN AS LONG AS THE PROCEEDS ARE USED FOR QUALIFYING PURPOSES AND CERTAIN OTHER CONDITIONS ARE MET. IN MAY 2021, THE ORGANIZATION RECEIVED A LOAN IN THE AMOUNT OF $1,930,000 THROUGH THE PPP. IN AUGUST 2022, THE ORGANIZATION RECEIVED NOTIFICATION FROM THE SMALL BUSINESS ADMINISTRATION THAT THE LOAN WAS FORGIVEN IN FULL AND THE FORGIVENESS OF THE LOAN WAS RECOGNIZED IN THE STATEMENT OF ACTIVITIES IN THE FISCAL YEAR ENDING JUNE 30, 2023. |
| FORM 990, PART XI, LINE 9: | CHANGE IN DEFINED BENEFIT OBLIGATION 64,631. CAPITAL EXPENDITURE APPROPRIATION -1,373,111. INTERCOMPANY TRANSFERS 563,284. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHADWICK GLOBAL ENTERPRISES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26800 S ACADEMY DRIVE | AddressLine1Txt |
| City | PALOS VERDES PENINSULA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | HOLDING CONTRACTS | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | -$653,548 | TotalIncomeAmt |
| End Of Year Assets | $1,026,752 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROESSLER-CHADWICK FOUNDATION GROUP | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CHADWICK SCHOLARSHIP FOUNDATION | ||||||||||
| 26800 S ACADEMY DRIVE | PALOS VERDES ESTATES | CA | 90274 | 237149456 | PROVIDE SOURCES TO PAY TUITION FOR NEEDY STUDENTS | CA | 501(C)(3) | LINE 12A, I | ROESSLER-CHADWICK FOUNDATION | Yes (1) |
| ROESSLER-CHADWICK FOUNDATION GROUP | ||||||||||
| 26800 S ACADEMY DRIVE | PALOS VERDES ESTATES | CA | 90274 | 471272243 | OPERATING AS A SUPPORTING ORGANIZATION TO THE ROESSLER-CHADWICK FOUNDATION | CA | 501(C)(3) | LINE 12B, II | ROESSLER-CHADWICK FOUNDATION | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (12 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ROESSLER-CHADWICK FOUNDATION GROUP | ||
| B | $800,000 | PPRRSM |
| ROESSLER-CHADWICK FOUNDATION GROUP | ||
| B | $272,964 | CAPITAL GIFTS |
| ROESSLER-CHADWICK FOUNDATION GROUP | ||
| C | $1,464,568 | ENDOWMENT APPROPRIATIONS |
| CHADWICK SCHOLARSHIP FOUNDATION | ||
| C | $81,628 | FINANCIAL AID |
| ROESSLER-CHADWICK FOUNDATION GROUP | ||
| D | $10,763,802 | BALANCE (FY23) |
| ROESSLER-CHADWICK FOUNDATION GROUP | ||
| K | $1 | CONTRACTUAL |
| ROESSLER-CHADWICK FOUNDATION GROUP | ||
| M | $24,483,491 | PLANT & EQUIP BALANCE (FYE23) |
| ROESSLER-CHADWICK FOUNDATION GROUP | ||
| P | $239,800 | CS'S CGE PROGRAM TERM COSTS |
| ROESSLER-CHADWICK FOUNDATION GROUP | ||
| P | $202,221 | CS'S RCFG STRATEGIC EXP ALLOC |
| ROESSLER-CHADWICK FOUNDATION GROUP | ||
| P | $126,382 | CI'S RCFG STRATEGIC EXP ALLOC |
| ROESSLER-CHADWICK FOUNDATION GROUP | ||
| L | $523 | CGE, SERVICES PROVIDED BY CS |
| ROESSLER-CHADWICK FOUNDATION GROUP | ||
| L | $10,183 | CGE, SERVICES PROVIDED BY CI |
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