ROESSLER-CHADWICK FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ROESSLER-CHADWICK FOUNDATION (EIN 95-0615438)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201701359349311985
- Schema version
- 2015v3.0
- 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 N
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T16:42:26-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 908010087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | 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 | JOHN KJENNER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3103771543 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONITA M JOSEPH | PreparerPersonNm |
| PTIN | P00286656 | PTIN |
| Phone | 5624351191 | PhoneNum |
| Preparation | 2017-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | FREDERICK T HILL | 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 | $66,910,373 | 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 |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 480 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,595,558 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,344,699 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $55,146,476 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $61,789,999 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,166,462 | PYInvestmentIncomeAmt |
| CY Investment Income | $742,990 | CYInvestmentIncomeAmt |
| PY Other Revenue | $176,473 | PYOtherRevenueAmt |
| CY Other Revenue | $520,442 | CYOtherRevenueAmt |
| PY Total Revenue | $62,084,969 | PYTotalRevenueAmt |
| CY Total Revenue | $66,398,130 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,561,552 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,690,738 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $36,114,372 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $40,327,816 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $932,859 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,228,548 | PYOtherExpensesAmt |
| CY Other Expenses | $17,995,167 | CYOtherExpensesAmt |
| PY Total Expenses | $56,904,472 | PYTotalExpensesAmt |
| CY Total Expenses | $62,013,721 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,180,497 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,384,409 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $99,036,217 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,269,437 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $39,435,840 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $43,496,433 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $59,600,377 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,773,004 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CHADWICK SCHOOLS (K-12) DEVELOP GLOBAL CITIZENS WITH KEEN MINDS, EXEMPLARY CHARACTER, SELF-KNOWLEDGE AND THE ABILTIY TO LEAD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $24,779,185 | ExpenseAmt |
| Grant | $3,146,942 | GrantAmt |
| Revenue | $22,645,643 | RevenueAmt |
| Desc | CHADWICK SCHOOL, FOUNDED IN 1935, IS LOCATED IN PALOS VERDES PENINSULA, CA, SERVING APPROXIMATELY 829 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 | $25,057,490 | ExpenseAmt |
| Grant | $543,796 | GrantAmt |
| Revenue | $33,436,485 | 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, 2016, THE SCHOOL HAD AN ENROLLMENT OF APPROXIMATELY 1,083 IN GRADES PK-12. ADDING AN ADDITIONAL UPPER GRADE EACH YEAR, CI WILL SERVE ALL PK-12 GRADES BY THE 2015-16 SCHOOL YEAR. 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 | $600,563 | ExpenseAmt |
| Revenue | $844,830 | 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 (4 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $1,144,926 | $1,184,709 | AFTER SCHOOL ACTIVITIES (COMMUNITY PROGRAM, MUSICAL INSTRUMENT PROGRAM) |
| $152,447 | $155,500 | KOREAN DEGREE CERTIFICATION PROGRAM |
| $174,598 | $180,992 | CICP & CIPA PROGRAM. |
| $29,370 | A DINING PROGRAM IS OFFERED TO STUDENTS FROM KINDERGARTEN THROUGH GRADE 12 THAT OFFERS A WIDE VARIETY OF HEALTHY, DELICIOUS AND CONVENIENT FOOD OPTIONS. THE DINING PROGRAM OFFERS BREAKFAST FOR THE OLDER STUDENTS AND LUNCH FOR ALL STUDENTS. THE DINING PROGRAM IS OUTSOURCED BY A THIRD PARTY PROVIDER. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,501,341 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,521,201 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $51,938,579 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | Yes (1) | 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 | 147 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 480 | 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 | 0 | QuidProQuoContributionsInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN KJENNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3103771543 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26800 ACADEMY DR | AddressLine1Txt |
| City | PALOS VERDES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 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 |
|---|---|---|---|---|---|---|---|---|---|
| MARK WOODRUFF | |||||||||
| CHAIR | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NICK RICHARDSON | |||||||||
| VICE CHAIR | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LYNN HOPTON DAVIS | |||||||||
| TREASURER | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KEN BARONSKY | |||||||||
| SECRETARY | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER ADISHIAN | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINE BUCKLIN | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA CALHOUN | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID CARTER | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOE CHADWICK PERMANENT | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILIP C CHEN | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM V DAVIDSON | |||||||||
| TRUSTEE EMERITUS | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN FUKUNAGA | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KURT R GIBBS | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TED HAILE | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER HUH | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS HUTCHISON | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA A PETRIE | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| J ALLISON QUINLAN | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIE NASH ROBERTSON | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT B ROESSLER | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LYNNE ROSENBERG | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WAYNE SONG | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGG TENSER | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES TOUPS | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FREDERICK T HILL | |||||||||
| HEADMASTER | 40.00 | 1.00 | Yes (X) | $432,978 | $0 | $30,968 | |||
| JOHN KJENNER | |||||||||
| C.F.O. | 40.00 | 1.00 | Yes (X) | $213,584 | $0 | $10,653 | |||
| WILLE MICHELLE LUKE | |||||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $304,277 | $0 | $90,015 | ||||
| SUN HOO CHUNG | |||||||||
| CFO - KOREA | 40.00 | Yes (X) | $227,993 | $0 | $31,902 | ||||
| CRAIG WILLIAMSON | |||||||||
| ASSISTANT HEAD OF SCHOOL - KOREA | 40.00 | $214,945 | $0 | $30,504 | Yes (X) | ||||
| CONNIE KIM | |||||||||
| MIDDLE SCHOOL PRINCIPAL - KOREA | 40.00 | $188,590 | $0 | $96,282 | Yes (X) | ||||
| UN NA HUH | |||||||||
| EXTERNAL AFFAIRS DIR. - KOREA | 40.00 | $243,572 | $0 | $23,571 | Yes (X) | ||||
| CHUL PARK | |||||||||
| C.I.O. | 40.00 | $226,836 | $0 | $26,848 | Yes (X) | ||||
| JENNIFER WILLIS | |||||||||
| DIR. OF OUTDOOR EDUCATION | 40.00 | $196,177 | $0 | $113,125 | Yes (X) | ||||
| PAUL CHO | |||||||||
| MUSIC TEACHER | 40.00 | $175,988 | $0 | $117,237 | Yes (X) | ||||
| GEORGE GOSTOVICH | |||||||||
| COUNSELOR | 40.00 | $171,806 | $0 | $110,963 | Yes (X) | ||||
| BRUCE POCH | |||||||||
| DEAN OF ADMISSION & EXEC DIR COLLEGE COUNSELING | 40.00 | $168,378 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,765,124 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $682,068 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 37 | 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 | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| NEW SONGDO INTERNATIONAL DEVELOPMENT LL | ||||||||||
| 25F COVENSIADAERO 165 YEONSUGU | INCHEON | INCHEON | KS | 21998 | FACILITY MAINTENANCE, SECURITY, CLEANING | $1,571,820 | ||||
| DAVIS WRIGHT TREMAINE LLP | ||||||||||
| LEGAL CONSULTING | $174,036 | 201 3RD AVENUE SUITE 2200 | SEATTLE | WA | 98101 | |||||
| SAMJONG ACCOUNTING CORP | ||||||||||
| 27F GANNAM FINANCE CENTER TEHERANR | GANGNAMGU | SEOUL | KS | 06236 | ACCOUNTING SERVICES/TAX CONSULTING | $140,171 | ||||
| LIEBERT CASSIDY WHITMORE | ||||||||||
| LEGAL CONSULTING | $138,546 | 6033 WEST CENTURY BOULEVARD SUITE | LOS ANGELES | CA | 90045 | |||||
| KC CONSTRUCTION | ||||||||||
| CONSTRUCTION | $107,825 | 10651 PARLIAMENT AVENUE | GARDEN GROVE | CA | 92840 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $72,501 | FundraisingAmt |
| All Other Contributions | $3,272,198 | AllOtherContributionsAmt |
| Noncash Contributions | $180,314 | NoncashContributionsAmt |
| Total Contributions | $3,344,699 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 900099 | $59,280,070 | $59,280,070 |
| AUXILIARY PROGRAMS | 900099 | $2,469,421 | $2,469,421 |
| YEARBOOK INCOME | 900099 | $40,508 | $40,508 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $61,789,999 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $446,302 | TotalRevenueColumnAmt |
| Exclusion | $446,302 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $422,196 | SecuritiesAmt |
| Other | $306,157 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $431,665 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$9,469 | SecuritiesAmt |
| Other | $306,157 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $296,688 | TotalRevenueColumnAmt |
| Exclusion | $296,688 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $81,371 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $72,501 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $80,578 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $793 | TotalRevenueColumnAmt |
| Exclusion | $793 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $519,649 | TotalRevenueColumnAmt |
| Exclusion | $519,649 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $519,649 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,398,130 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $61,789,999 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,263,432 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,146,942 | TotalAmt |
| Program Services | $3,146,942 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,796 | TotalAmt |
| Program Services | $543,796 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,151,371 | TotalAmt |
| Program Services | $1,036,706 | ProgramServicesAmt |
| Management And General | $1,114,665 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,379,549 | TotalAmt |
| Program Services | $22,918,569 | ProgramServicesAmt |
| Management And General | $1,961,486 | ManagementAndGeneralAmt |
| Fundraising | $499,494 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,311,806 | TotalAmt |
| Program Services | $1,141,610 | ProgramServicesAmt |
| Management And General | $146,372 | ManagementAndGeneralAmt |
| Fundraising | $23,824 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,190,364 | TotalAmt |
| Program Services | $9,275,227 | ProgramServicesAmt |
| Management And General | $850,439 | ManagementAndGeneralAmt |
| Fundraising | $64,698 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,294,726 | TotalAmt |
| Program Services | $1,085,953 | ProgramServicesAmt |
| Management And General | $170,636 | ManagementAndGeneralAmt |
| Fundraising | $38,137 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $650,382 | TotalAmt |
| Management And General | $650,382 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,176 | TotalAmt |
| Management And General | $258,176 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,806 | TotalAmt |
| Management And General | $12,806 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $579,242 | TotalAmt |
| Program Services | $441,210 | ProgramServicesAmt |
| Management And General | $113,289 | ManagementAndGeneralAmt |
| Fundraising | $24,743 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $476,652 | TotalAmt |
| Program Services | $294,629 | ProgramServicesAmt |
| Management And General | $159,523 | ManagementAndGeneralAmt |
| Fundraising | $22,500 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,139,199 | TotalAmt |
| Program Services | $602,648 | ProgramServicesAmt |
| Management And General | $392,153 | ManagementAndGeneralAmt |
| Fundraising | $144,398 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500,347 | TotalAmt |
| Program Services | $228,162 | ProgramServicesAmt |
| Management And General | $272,185 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,678,144 | TotalAmt |
| Program Services | $3,931,143 | ProgramServicesAmt |
| Management And General | $747,001 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $499,413 | TotalAmt |
| Program Services | $128,653 | ProgramServicesAmt |
| Management And General | $359,738 | ManagementAndGeneralAmt |
| Fundraising | $11,022 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $582,991 | TotalAmt |
| Program Services | $379,187 | ProgramServicesAmt |
| Management And General | $117,802 | ManagementAndGeneralAmt |
| Fundraising | $86,002 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,021 | TotalAmt |
| Program Services | $77,376 | ProgramServicesAmt |
| Management And General | $85,645 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $805,413 | TotalAmt |
| Program Services | $320,637 | ProgramServicesAmt |
| Management And General | $484,776 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OPERATING EXPENSES/SUPP | $1,598,872 | $1,520,747 | $70,199 | $7,926 |
| EQUIPMENT, SUPPLIES, BO | $1,463,929 | $1,197,006 | $266,923 | |
| PLANT OPERATING/MAINTEN | $1,236,450 | $884,477 | $351,973 | |
| OUTDOOR EDUCATION & FIE | $763,004 | $763,004 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,587,126 | TotalAmt |
| Program Services | $2,020,897 | ProgramServicesAmt |
| Management And General | $556,114 | ManagementAndGeneralAmt |
| Fundraising | $10,115 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,013,721 | TotalAmt |
| Program Services | $51,938,579 | ProgramServicesAmt |
| Management And General | $9,142,283 | ManagementAndGeneralAmt |
| Fundraising | $932,859 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $750 | BOYAmt |
| EOY | $750 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,432,891 | BOYAmt |
| EOY | $52,948,299 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,281,671 | BOYAmt |
| EOY | $415,718 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $413,573 | BOYAmt |
| EOY | $292,079 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,073 | BOYAmt |
| EOY | $28,448 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,514,975 | BOYAmt |
| EOY | $1,328,080 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,488,700 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,580,993 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,875,659 | BOYAmt |
| EOY | $907,707 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,351,019 | BOYAmt |
| EOY | $1,859,835 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,452,131 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,700,475 | BOYAmt |
| EOY | $9,488,521 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,036,217 | BOYAmt |
| EOY | $67,269,437 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,509,132 | BOYAmt |
| EOY | $8,372,739 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,747,336 | BOYAmt |
| EOY | $28,396,036 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,100,000 | BOYAmt |
| EOY | $5,800,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,079,372 | BOYAmt |
| EOY | $927,658 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,435,840 | BOYAmt |
| EOY | $43,496,433 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,288,108 | BOYAmt |
| EOY | $21,069,115 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,946,001 | BOYAmt |
| EOY | $2,703,889 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $366,268 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,600,377 | BOYAmt |
| EOY | $23,773,004 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,036,217 | BOYAmt |
| EOY | $67,269,437 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,384,409 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$427,029 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$39,784,753 | 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 | $28,927,773 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $28,927,773 | GrantsOrScholarshipsAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,098,193 | BeginningYearBalanceAmt |
| Contributions | $2,110,581 | ContributionsAmt |
| Investment Earnings Or Losses | $511,558 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $792,559 | GrantsOrScholarshipsAmt |
| End Year Balance | $28,927,773 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,813,112 | BeginningYearBalanceAmt |
| Contributions | $2,680,079 | ContributionsAmt |
| Investment Earnings Or Losses | $3,067,902 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,462,900 | GrantsOrScholarshipsAmt |
| End Year Balance | $27,098,193 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,154,774 | BeginningYearBalanceAmt |
| Contributions | $1,622,403 | ContributionsAmt |
| Investment Earnings Or Losses | $2,654,466 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $618,531 | GrantsOrScholarshipsAmt |
| End Year Balance | $22,813,112 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,833,735 | BeginningYearBalanceAmt |
| Contributions | $1,597,117 | ContributionsAmt |
| Investment Earnings Or Losses | -$697,960 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $578,118 | GrantsOrScholarshipsAmt |
| End Year Balance | $19,154,774 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,975,868 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,068,161 | DepreciationAmt |
| Book Value | $907,707 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $512,832 | OtherCostOrOtherBasisAmt |
| Depreciation | $512,832 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $907,707 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BOND ISSUE COST, NET | $285,623 |
| CONTRIBUTION RECEIVABLE FROM CHARITABLE TRUST | $120,919 |
| DEPOSIT | $2,049,995 |
| DUE FROM COMBINED BRANCHES | $7,031,984 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $9,488,521 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FORWARD CONTRACTS - INTERNATIONAL SCHOOL | $94,832 |
| OTHER LIABILITIES | $832,826 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $927,658 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $62,267,557 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$427,029 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$3,690,738 | OtherRevenueAmt |
| Revenue Not Reported | -$4,117,767 | RevenueNotReportedAmt |
| Revenue Subtotal | $66,385,324 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $12,806 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $12,806 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $66,398,130 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $58,310,177 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$3,690,738 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$3,690,738 | ExpensesNotReportedAmt |
| Expenses Subtotal | $62,000,915 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $12,806 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $12,806 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $62,013,721 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION IS A PUBLIC CHARITY STRUCTURED AS A NONPROFIT CORPORATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE FOUNDATION IS EXEMPT FROM INCOME TAXES, DOMESTIC AND FOREIGN, RELATED TO REVENUE RECEIVED IN CONNECTION WITH EXEMPT PROGRAMS. THE FOUNDATION 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 FOUNDATION 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 -3,690,738. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID -3,690,738. |
| PART V, LINE 1D AND PART VI | AS OF JULY 1, 2015, 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. 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 PRE-KINDERGARTEN THROUGH HIGH SCHOOL | $32,067,396 |
| EAST ASIA AND THE PACIFIC - | 1 | 205 | ASSETS FOR PRE-KINDERGARTEN THROUGH 12TH GRADE INTERNATIONAL SCHOOL | OPERATION OF PRE-KINDERGARTEN THROUGH HIGH SCHOOL | $27,338,691 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 410 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 410 | TotalEmployeeCnt |
| Subtotal Spent | $59,406,087 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $59,406,087 | 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 | 43 | RecipientCnt |
| Cash Grant | $543,796 | CashGrantAmt |
| Manner Of Cash Disbursement | CASH PAYMENTS | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | 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). | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CHADWICK SPRING GALA | Event1Nm |
| Gross Receipts Event1 | $138,008 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $63,158 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $74,850 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $24,236 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,445 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $47,376 | OtherDirectExpensesEvent1Amt |
| Event2 | PIZZA DAY | Event2Nm |
| Gross Receipts Event2 | $14,012 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $7,491 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $6,521 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $6,522 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,852 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,852 | CharitableContriOtherEventsAmt |
| Gross Receipts Total | $153,872 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $72,501 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $81,371 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $24,236 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,445 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $53,898 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $80,579 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $792 | 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 | 32 | $659,579 |
| FINANCIAL AID | 113 | $2,487,363 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | STUDENTS WHO RECEIVE 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) |
|---|---|---|
| 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 (12 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 | ||||||||||||||
| HEADMASTER | $262,810 | $0 | $80,000 | $0 | $90,168 | $0 | $19,711 | $0 | $11,257 | $0 | $463,946 | $0 | $0 | $0 |
| JOHN KJENNER | ||||||||||||||
| C.F.O. | $212,288 | $0 | $0 | $0 | $1,296 | $0 | $10,653 | $0 | $0 | $0 | $224,237 | $0 | $0 | $0 |
| WILLE MICHELLE LUKE | ||||||||||||||
| HEAD OF SCHOOL | $267,656 | $0 | $0 | $0 | $36,621 | $0 | $19,410 | $0 | $70,605 | $0 | $394,292 | $0 | $0 | $0 |
| SUN HOO CHUNG | ||||||||||||||
| CFO - KOREA | $191,513 | $0 | $0 | $0 | $36,480 | $0 | $18,934 | $0 | $12,968 | $0 | $259,895 | $0 | $0 | $0 |
| CRAIG WILLIAMSON | ||||||||||||||
| ASSISTANT HEAD OF SCHOOL - KOREA | $169,894 | $0 | $8,507 | $0 | $36,544 | $0 | $18,519 | $0 | $11,985 | $0 | $245,449 | $0 | $0 | $0 |
| CONNIE KIM | ||||||||||||||
| MIDDLE SCHOOL PRINCIPAL - KOREA | $153,544 | $0 | $12,553 | $0 | $22,493 | $0 | $17,033 | $0 | $79,249 | $0 | $284,872 | $0 | $0 | $0 |
| UN NA HUH | ||||||||||||||
| EXTERNAL AFFAIRS DIR. - KOREA | $165,522 | $0 | $0 | $0 | $78,050 | $0 | $16,491 | $0 | $7,080 | $0 | $267,143 | $0 | $0 | $0 |
| CHUL PARK | ||||||||||||||
| C.I.O. | $208,357 | $0 | $0 | $0 | $18,479 | $0 | $17,941 | $0 | $8,907 | $0 | $253,684 | $0 | $0 | $0 |
| JENNIFER WILLIS | ||||||||||||||
| DIR. OF OUTDOOR EDUCATION | $170,649 | $0 | $0 | $0 | $25,528 | $0 | $7,690 | $0 | $105,435 | $0 | $309,302 | $0 | $0 | $0 |
| PAUL CHO | ||||||||||||||
| MUSIC TEACHER | $139,491 | $0 | $10,282 | $0 | $26,215 | $0 | $9,308 | $0 | $107,929 | $0 | $293,225 | $0 | $0 | $0 |
| GEORGE GOSTOVICH | ||||||||||||||
| COUNSELOR | $138,506 | $0 | $8,527 | $0 | $24,773 | $0 | $8,426 | $0 | $102,537 | $0 | $282,769 | $0 | $0 | $0 |
| BRUCE POCH | ||||||||||||||
| DEAN OF ADMISSION & EXEC DIR COLLEGE | $154,594 | $0 | $0 | $0 | $13,784 | $0 | $0 | $0 | $0 | $0 | $168,378 | $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. FREDERICK HILL RECEIVES AN ALLOWANCE FOR DISCRETIONARY SPENDING. THE SPENDING ALWAYS BENEFITS THE SCHOOL. FREDERICK HILL RECEIVES A HOUSING ALLOWANCE AS HE IS REQUIRED TO LIVE NEAR CAMPUS AS PART OF HIS JOB DUTIES. |
| 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 | CERTAIN U.S. BASED EMPLOYEES RECEIVE TUITION REMISSION FOR THEIR CHILD(REN) UNDER A GRANDFATHERED BENEFIT PROGRAM. 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 | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $180,314 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. OF HIGH AND LOW | MethodOfDeterminingRevenuesTxt |
| 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): | REPRESENTS THE NUMBER OF PERSONS WHO CONTRIBUTED. |
| PART I, LINE 32B: | A BROKER IS USED TO RECEIVE AND SELL NON-CASH SECURITIES. |
Schedule N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | CERTAIN REAL ESTATE AND PLANT ASSETS, ENDOWMENT ASSETS AND INTELLECTUAL PROPERTY | AssetsDistriOrExpnssPaidDesc |
| Distribution | 2015-07-01 | DistributionDt |
| Fair Market Value Of Asset | $39,784,752 | FairMarketValueOfAssetAmt |
| Method Of FMV Determination | BOOK VALUE | MethodOfFMVDeterminationTxt |
| EIN | 471272243 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROESSLER-CHADWICK FOUNDATION GROUP | 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) |
|---|---|---|
| IRC Section | 509(A)(3) TYPE II | IRCSectionTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | Yes (1) | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | 0 | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2Ind |
| Receive Compensation2 | 0 | ReceiveCompensation2Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 2E: | PERSON(S) INVOLVED: MARK WOODRUFF, NICK RICHARDSON, LYNN HOPTON DAVIS, KEN BARONSKY, CHRISTOPHER ADISHIAN, CHRISTINE BUCKLIN, LINDA CALHOUN, DAVID CARTER, JOE CHADWICK, PHILIP C. CHEN, WILLIAM V. DAVIDSON, JOHN FUKUNAGA, KURT R. GIBBS, TED HAILE, PETER HUH, CHRIS HUTCHISON, LISA A. PETRIE, J. ALLISON QUINLAN, JENNIE NASH ROBERTSON, ROBERT B. ROESSLER, LYNNE ROSENBERG, WAYNE SONG, GREGG TENSER, CHARLES TOUPS, FREDERICK T. HILL, JOHN KJENNER |
| PART II, LINE 2E: | EXPLANATION OF INVOLVEMENT: THE TRANSFEREE ORGANIZATION, ROESSLER-CHADWICK FOUNDATION GROUP, IS A 509(A)(3) TYPE II SUPPORTING ORGANIZATION AND PURSUANT TO ITS BYLAWS, A MAJORITY OF THE DIRECTORS MUST ALSO BE DIRECTORS OF THE TRANSFEROR ORGANIZATION, THE ROESSLER-CHADWICK FOUNDATION. MARK WOODRUFF IS THE CHAIR AND A DIRECTOR OF BOTH ORGANIZATIONS, NICK RICHARDSON IS AN OFFICER AND DIRECTOR OF BOTH ORGANIZATIONS AND THE REMAINING INDIVIDUALS LISTED ABOVE ARE DIRECTORS OF BOTH ORGANIZATIONS. |
| SCHEDULE N, PART II, LINE 1 | AS OF JULY 1, 2015, 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). THE RCF GROUP IS A 509(A)(3) TYPE II SUPPPORTING ORGANIZATION OF THE FOUNDATION AND 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. BY SEPARATING THE MANAGEMENT OF THE TRANSFERRED REAL ESTATE AND INVESTMENTS, THE FOUNDATION WILL BE ABLE TO FOCUS IN GREATER PART ON THE OPERATIONS AND EDUCATIONAL MISSION OF EACH OF ITS SCHOOLS WHILE THE RCF GROUP WILL BE FOCUSED ON ASSET MANAGEMENT, FINANCIAL PLANNING AND OVERARCHING STRATEGIES FOR THE BENEFIT OF THE FOUNDATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | 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 11 | THE FINANCE COMMITTEE IS PRESENTED A DRAFT OF THE FORM 990 FOR REVIEW. A COPY OF THE FINAL FORM 990 IS THEN GIVEN TO THE BOARD OF DIRECTORS FOR REVIEW AND COMMENT BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | 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 | 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 | 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 XI, LINE 9: | ASSET TRANSFER TO ROESSLER-CHADWICK FNDTN GROUP PURSUANT TO REORGANIZATION. -39,784,753. |
Schedule R IRS990ScheduleR
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 11A, 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 11A, I | 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 | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | 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 | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ROESSLER-CHADWICK FOUNDATION GROUP | ||
| C | $967,552 | ENDOWMENT APPROPRIATIONS |
| CHADWICK SCHOLARSHIP FOUNDATION | ||
| C | $20,835 | SCHOLARSHIPS |
Comments