2023-07-10T17:53:46-05:00 2022-07-31 410746749 CLIFTONLARSONALLEN LLP 301 NORTH LAKE AVENUE SUITE 900 PASADENA CA 91101 990 2021-08-01 951983538 THE CHANDLER SCHOOL CHAN 6267959314 1005 ARMADA DRIVE PASADENA CA 91103 JARED FRANZ TREASURER 6267959314 2023-07-06 1 JARED FRANZ 999009999 KAREN LO P02141262 6267933600 2023-07-06 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JOHN FINCH 1005 ARMADA DRIVE PASADENA CA 91103 16835499 0 X WWW.CHANDLERSCHOOL.ORG X 1950 CA INDEPENDENT, COEDUCATIONAL SCHOOL PROVIDING INSTRUCTION TO KINDERGARTEN THROUGH EIGHTH GRADE. 23 22 147 55 0 0 1600431 2598388 11242334 12158545 973089 1458583 0 201471 13815854 16416987 1510820 1549215 0 0 8783085 9238490 0 0 869826 3223345 3802489 13517250 14590194 298604 1826793 64661000 64162101 3040666 3659371 61620334 60502730 THE MISSION OF THE CHANDLER SCHOOL IS TO PROVIDE EACH STUDENT WITH THE HIGHEST QUALITY AND MOST ACADEMICALLY CHALLENGING EDUCATION IN A NURTURING, BALANCED AND DIVERSE ENVIRONMENT. 0 0 11341128 1549215 12158545 CHANDLER SCHOOL IS AN INDEPENDENT, COEDUCATIONAL DAY SCHOOL LOCATED IN PASADENA, CALIFORNIA, PROVIDING INSTRUCTION TO APPROXIMATELY 434 STUDENTS IN GRADES KINDERGARTEN TO EIGHT. ITS MISSION IS TO PROVIDE EACH STUDENT WITH THE HIGHEST QUALITY AND MOST ACADEMICALLY CHALLENGING EDUCATION IN A NURTURING, BALANCED, AND DIVERSE ENVIRONMENT. THE SCHOOL STRIVES TO HAVE ITS STUDENTS GAIN A LOVE OF LEARNING, A MEANS OF THINKING INDEPENDENTLY, AND AN ABILITY TO WORK COLLABORATIVELY. A CHANDLER EDUCATION SEEKS TO DEVELOP GOOD CHARACTER, SELF-RELIANCE, AND A COMMITMENT TO COMMUNITY IN STUDENTS AS A FOUNDATION FOR ACADEMIC AND PERSONAL SUCCESS. THE SCHOOL IS CONCERNED WITH EACH CHILD AND STRIVES TO DEVELOP AN ATMOSPHERE IN WHICH CHILDREN DEVELOP SELF-ESTEEM, AS WELL AS RESPECT FOR THEIR PEERS AS INDIVIDUALS. 11341128 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 55 0 147 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 22 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X NATALIE MORALES 6267959984 1005 ARMADA DRIVE PASADENA CA 91103 DR JOSEPH LIN CHAIR 1.00 X X 0 0 0 SHELAN JOSEPH SECRETARY 1.00 X X 0 0 0 JARED FRANZ TREASURER 1.00 X X 0 0 0 ERIN BAKER BOARD MEMBER 1.00 X 0 0 0 DR PAVELIT BINDRA BOARD MEMBER 1.00 X 0 0 0 JEANETTE BLOSSOM BOARD MEMBER 1.00 X 0 0 0 TIRZA CASTELLANOS BOARD MEMBER 1.00 X 0 0 0 STEPHANIE DENCIK BOARD MEMBER 1.00 X 0 0 0 CHELSEA DICKERSON BOARD MEMBER 1.00 X 0 0 0 KHALILAH EL-AMIN BOARD MEMBER 1.00 X 0 0 0 MARIKO HSU BOARD MEMBER 1.00 X 0 0 0 DR IRWIN KAW BOARD MEMBER 1.00 X 0 0 0 KEVIN KOHORST BOARD MEMBER 1.00 X 0 0 0 MATTHEY LAWLER BOARD MEMBER 1.00 X 0 0 0 RICK MADDEN BOARD MEMBER 1.00 X 0 0 0 ZAHIRAH MANN BOARD MEMBER 1.00 X 0 0 0 ALLISON MORGAN BOARD MEMBER 1.00 X 0 0 0 DEBBIE REED BOARD MEMBER 1.00 X 0 0 0 DR V WENDY SETIAWAN BOARD MEMBER 1.00 X 0 0 0 DEBORAH SNYDER BOARD MEMBER 1.00 X 0 0 0 DOUG STALGREN BOARD MEMBER 1.00 X 0 0 0 DR RAM SUBRAMANYAN BOARD MEMBER 1.00 X 0 0 0 STEVE WILSON BOARD MEMBER 1.00 X 0 0 0 JOHN FINCH HEAD OF SCHOOL 40.00 X 320969 0 67403 NATALIE MORALES DIRECTOR OF FINANCE 40.00 X 160271 0 33657 JOAN BRAVO DIRECTOR OF DEVELOPMENT 40.00 X 200750 0 42158 JILL BERGERON DIRECTOR OF MIDDLE SCHOOL 40.00 X 152256 0 31974 EMILY BROWN DIRECTOR OF LOWER SCHOOL 40.00 X 152048 0 31930 GRETCHEN LURIE DIRECTOR OF ADMISSIONS 40.00 X 120781 0 25364 CARMEN VILLANUEVA DIRECTOR OF COMMUNICATIONS 40.00 X 117633 0 24703 TREVOR SPICER DIRECTOR OF OPERATIONS AND TECHNOLOGY 40.00 X 121030 0 25416 ROBERT CALDERON SEVENTH GRADE SCIENCE TEACHER 40.00 X 113525 0 23840 SCOTT NANCARROW DIRECTOR OF LEARNING RESOURCES 40.00 X 107409 0 22556 1566672 0 329001 11 0 1 0 SPECIALTY SERVICES 45 LA PORTE STREET ARCADIA CA 91006 JANITORIAL AND CLEANING SERVICES 120867 1 2598388 62907 2598388 TUITION 611710 11270265 11270265 FEES AND OTHER INCOME 611710 888280 888280 12158545 1458583 1458583 619983 418512 201471 201471 16416987 12158545 0 1660054 1549215 1549215 1287878 521969 394840 371069 6626579 5503730 832960 289889 404939 336323 50901 17715 393821 316636 56799 20386 525273 436267 66027 22979 44242 44242 40972 40972 163558 81779 81779 23251 17683 5152 416 411092 121019 273427 16646 287451 238931 34465 14055 526538 413945 105576 7017 3050 700 2309 41 51936 29289 19179 3468 1250802 1063182 187620 96502 96502 INSTRUCTION 391930 391930 ENTERTAINMENT 187744 103821 77816 6107 STUDENT SERVICES 175139 175139 FUNDRAISING 100038 100038 48244 39570 8674 14590194 11341128 2379240 869826 780861 2019792 7379892 7287316 2073491 2293644 20195 103550 280227 446833 41078996 14635776 27417859 26443220 26708475 25567746 64661000 64162101 640195 732707 2400471 2926664 3040666 3659371 X 51123334 49381730 10497000 11121000 61620334 60502730 64661000 64162101 X 1826793 -2911397 -33000 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26758061 303105 -1461989 25599177 21683601 276759 4860701 63000 26758061 19903426 655998 1124177 21683601 18690426 330000 900000 17000 19903426 17095320 56200 1538906 18690426 0.70764 0.10724 0.18512 0 0 40627 40627 39103431 13097533 26005898 1934938 1538243 396695 26443220 X 11956000 -2911397 -1549590 -4460987 16416987 0 16416987 13074000 33000 21 33021 13040979 1549215 1549215 14590194 PART V, LINE 4: ENDOWMENT SUPPORT AT CHANDLER SCHOOL PROVIDES LASTING RESOURCES FOR MANY OF THE PROGRAMS WHICH DEFINE THE CHARACTER OF THE SCHOOL: STRONG FACULTY SUPPORT, TUITION ASSISTANCE AND EXCELLENT ACADEMIC OPPORTUNITIES. PART X, LINE 2: THE SCHOOL HAS RECEIVED FAVORABLE DETERMINATION LETTERS INDICATING IT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM CALIFORNIA FRANCHISE TAXES UNDER SECTION 23701D OF THE CALIFORNIA REVENUE TAXATION CODE. THE SCHOOL HAS ADOPTED THE PROVISIONS OF THE FASB STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (ASC 740-10-25). THE SCHOOL DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -1,549,215. ROUNDING -375. PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING 21. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,549,215. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY IN ALL SCHOOL ADVERTISING, BROCHURES, REGISTRATION MATERIALS AND OTHER PRINT MEDIA. THE SCHOOL ALSO ADVERTISES IN LOCAL NEWSPAPERS. GALA 412250 0 412250 0 0 176137 5213 3528 41534 412250 412250 176137 5213 3528 41534 226412 185838 1 FINANCIAL AID 96 1549215 FMV FINANCIAL AID PART I, LINE 2: FINANCIAL AID IS AWARDED ON THE BASIS OF THE FINANCIAL NEED OF THE STUDENT'S FAMILY AS DETERMINED BY AN APPLICATION PROCESS THROUGH AN INDEPENDENT FINANCIAL AID SERVICE. THE FINANCIAL AID COMMITTEE EVALUATES THE INFORMATION PROVIDED BY THE INDEPENDENT SERVICE AND REVIEWS ALL OTHER DOCUMENTATION SUBMITTED TO DETERMINE A NEED BASE AWARD. FINANCIAL AID IS AWARDED ON A NONDISCRIMINATORY BASIS. X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 JOHN FINCH HEAD OF SCHOOL 320559 0 410 0 0 0 29000 0 38403 0 388372 0 0 0 JOAN BRAVO DIRECTOR OF DEVELOPMENT 200395 0 355 0 0 0 12432 0 29726 0 242908 0 0 0 NATALIE MORALES DIRECTOR OF FINANCE 160068 0 203 0 0 0 5453 0 28204 0 193928 0 0 0 JILL BERGERON DIRECTOR OF MIDDLE SCHOOL 151850 0 406 0 0 0 15251 0 16723 0 184230 0 0 0 EMILY BROWN DIRECTOR OF LOWER SCHOOL 151794 0 254 0 0 0 7625 0 24305 0 183978 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL RESIDES IN A HOUSE, ADJACENT TO THE CAMPUS, OWNED BY THE SCHOOL. THIS IS A REQUIREMENT OF EMPLOYMENT AND IS AT THE CONVENIENCE OF THE SCHOOL. 100800 FINANCIAL ASSISTANCE X 3 62907 FMV 0 0 1 1 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF DONATIONS. PART I, LINE 32B: THE SCHOOL USES A BROKERAGE TO SELL SECURITIES. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD HAS AUTHORIZED THE TREASURER TO REVIEW AND APPROVE THE FORM 990. A DRAFT IS SUBMITTED TO THE TREASURER, WHO THEN DISCUSSES IT WITH THE DIRECTOR OF FINANCE, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS CIRCULATED AMONG BOARD MEMBERS ON AN ANNUAL BASIS. EACH BOARD MEMBER DOCUMENTS HIS/HER REVIEW BY SIGNING OFF ON THE REPRESENTATION FORM AND DISCLOSING ANY CONFLICTS. THE DIRECTOR OF FINANCE MAINTAINS COPIES OF THESE FORMS FOR REFERENCE. A CONFLICT OF INTEREST SHALL ALSO BE DEEMED TO EXIST WHENEVER AN EMPLOYEE HAS A FINANCIAL INTEREST, DIRECT OR INDIRECT, IN A CUSTOMER, PARENT, SUPPLIER OR OTHER PRINCIPAL DEALING WITH THE SCHOOL AND THAT INTEREST IS OF SUCH EXTENT OR NATURE THAT IT MIGHT REASONABLY AFFECT HIS JUDGMENT OR DECISIONS EXERCISED ON BEHALF OF THE SCHOOL. SUCH CONFLICTS MIGHT REQUIRE DISMISSAL FROM THE SCHOOL. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE USES STATISTICS FROM INDUSTRY GROUPS, SUCH AS NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS AND INDEPENDENT SCHOOLS BUSINESS OFFICERS ASSOCIATION OF CALIFORNIA (CAL-ISBOA) AND INFORMATION FROM FORM 990'S OF OTHER ORGANIZATIONS TO DETERMINE THE HEAD OF SCHOOL'S COMPENSATION. HISTORICAL DATA AND OTHER METRICS ARE SUPPLIED BY THE DIRECTOR OF FINANCE. THE EXECUTIVE COMMITTEE TAKES THEIR RECOMMENDATION TO THE FULL BOARD FOR APPROVAL. THE COMMITTEE ALSO HAS OVERSIGHT OF THE COMPENSATION OF THE DIRECTOR OF FINANCE. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: LOSS ON CONTRIBUTIONS RECIEVABLES -33,000. ROUNDING FORM 990, PART XI, LINE 2C: THE SCHOOL HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. THE FUND FOR PARTNERSHIP FOR SUCCESS 1030 E CALIFORNIA BLVD PASADENA CA 91106 823396946 CHARITABLE FUNDRAISING CA 501(C)(3) LINE 12A, I N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0