2016-03-28T16:25:44-05:00 2015-07-31 410746749 CLIFTONLARSONALLEN LLP 301 N LAKE AVE SUITE 900 PASADENA CA 91101 990 2014-08-01 951983538 THE CHANDLER SCHOOL CHAN 6267959314 1005 ARMADA DRIVE PASADENA CA 91103 JONATHAN HEADLEY TREASURER 6267959314 2016-03-24 1 ALAN HARRISON P01319083 6267933600 2016-03-24 2014 2016-08-17 19:52:53Z JOHN FINCH 1005 ARMADA DRIVE PASADENA CA 91103 12888333 0 X WWW.CHANDLERSCHOOL.ORG X 1950 CA INDEPENDENT, COEDUCATIONAL SCHOOL PROVIDING INSTRUCTION TO KINDERGARTEN THROUGH EIGHTH GRADE. 22 21 158 110 0 0 3265295 2181018 9814324 10410914 269517 296401 0 0 13349136 12888333 938200 896250 0 0 6393635 6580306 0 0 675641 3289242 3557323 10621077 11033879 2728059 1854454 50264899 49637235 12226525 9369427 38038374 40267808 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 8685327 896250 10410914 CHANDLER SCHOOL IS AN INDEPENDENT, COEDUCATIONAL DAY SCHOOL LOCATED IN PASADENA, CALIFORNIA, PROVIDING INSTRUCTION TO APPROXIMATELY 450 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. 8685327 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 12 0 158 1 0 0 0 0 0 0 0 0 0 0 X 22 21 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X LYNETTE M HEYDORFF 6267959314 1005 ARMADA DRIVE PASADENA CA 91103 DR SUSHMA ADARKAR BOARD MEMBER 1.00 X 0 0 0 MICHAEL R ALBRECHT BOARD MEMBER 1.00 X 0 0 0 GEOFFREY C ARROBIO BOARD MEMBER 1.00 X 0 0 0 MONTE BAIER BOARD MEMBER 1.00 X 0 0 0 BILL BAUMAN BOARD MEMBER 1.00 X 0 0 0 JOHN VS BERGER BOARD MEMBER 1.00 X 0 0 0 ROBERT R BOWNE II BOARD MEMBER 1.00 X 0 0 0 DAVID CHAO BOARD MEMBER 1.00 X 0 0 0 DOUGLAS L FREY BOARD MEMBER 1.00 X 0 0 0 JONATHAN HEADLEY TREASURER 1.00 X X 0 0 0 MARISU JIMENEZ BOARD MEMBER 1.00 X 0 0 0 MARK H KIM BOARD MEMBER 1.00 X 0 0 0 LAURA MOYLES-LABARGE BOARD MEMBER 1.00 X 0 0 0 J FRED MUELLER JR BOARD MEMBER 1.00 X 0 0 0 THOMAS P O'BRIEN BOARD MEMBER 1.00 X 0 0 0 CANDY RENICK BOARD MEMBER 1.00 X 0 0 0 DAISY RIVAS BOARD MEMBER 1.00 X 0 0 0 DANIEL ROTHENBERG VICE PRESIDENT 1.00 X X 0 0 0 JOYCE WANG SAKONJU SECRETARY 1.00 X X 0 0 0 JANIE SCHULMAN BOARD MEMBER 1.00 X 0 0 0 CHRIS WALDHEIM BOARD MEMBER 1.00 X 0 0 0 MATTHEW G WRIGHT PRESIDENT 1.00 X X 0 0 0 JOHN FINCH HEAD OF SCHOOL 40.00 X 308211 0 33832 LYNETTE HEYDORFF DIRECTOR OF FINANCE 40.00 X 168111 0 19325 LAURA DICOVITSKY DIRECTOR OF DEVELOPMENT 40.00 X 124627 0 7449 ANNEKE EMERSON ASSISTANT HEAD OF SCHOOL 40.00 X 113683 0 16533 714632 0 77139 4 0 1 0 ILLIG CONSTRUCTION COMPANY 444 S FLOWER STREET SUITE 2360 LOS ANGELES CA 90071 CONSTRUCTION 5340000 ZENZOLA CONSTRUCTION INC PO BOX 65 GLENDORA CA 91740 CONSTRUCTION 449960 2 2181018 34434 2181018 TUITION 611710 9605131 9605131 FEES AND OTHER INCOME 611710 805783 805783 10410914 296401 296401 12888333 10410914 0 296401 896250 896250 573242 114668 363017 95557 4865760 4080238 489993 295529 260224 203656 45905 10663 511883 405646 81889 24348 369197 285946 61819 21432 11777 11777 67148 37605 29543 15874 9524 5556 794 264465 150182 82059 32224 142648 113522 20451 8675 410327 314528 89914 5885 14108 12822 857 429 100798 85175 12588 3035 280357 280357 1246887 1021848 225039 70216 70216 INSTRUCTION 405999 384176 3433 18390 STUDENT SERVICES 237598 237598 FUNDRAISING 156729 156729 ENTERTAINMENT 83866 33166 48749 1951 48526 18420 30106 11033879 8685327 1672911 675641 1401901 333630 5601412 2915518 3664570 2712999 87747 69745 208703 234351 38399077 9692025 25433147 28707052 13867419 14663940 50264899 49637235 1433154 493044 1707306 1601932 9086065 7274451 12226525 9369427 X 31419455 35235596 3698578 1979871 2920341 3052341 38038374 40267808 50264899 49637235 1854454 374980 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13935475 132000 596465 14663940 12509417 31275 1394783 13935475 10764531 28720 1716166 12509417 10181069 34675 548787 10764531 8921935 43050 1216084 10181069 0.68200 0.20820 0.10990 0 0 40627 40627 35327108 7470142 27856966 2993679 2208622 785057 37663 13261 24402 28707052 X 12367063 374980 -896250 -521270 12888333 0 12888333 10137629 0 10137629 896250 896250 11033879 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. GENERALLY, THE SCHOOL'S INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES FOR 3 YEARS AND 4 YEARS, RESPECTIVELY, AFTER THE DATE OF FILING. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -896,250. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 896,250. 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. 1 FINANCIAL AID 69 896250 FMV FINANCIAL AID PART I, LINE 2: FINANCIAL AID IS AWARDED ON THE BASIS OF FINANCIAL NEED OF THE STUDENT'S FAMILY AS DETERMINED BY AN INDEPENDENT FINANCIAL AID COMMITTEE. THE COMMITTEE MAKES THEIR DECISION UPON REVIEW AND EVALUATION OF THE FINANCIAL INFORMATION AND OTHER DOCUMENTATION SUBMITTED BY THE FAMILIES. FINANCIAL AID IS AWARDED ON A NONDISCRIMINATORY BASIS. X X X 1 1 X X X X 0 0 0 0 0 0 0 1 0 JOHN FINCH HEAD OF SCHOOL 300711 0 7500 0 0 0 21160 0 12672 0 342043 0 0 0 LYNETTE HEYDORFF DIRECTOR OF FINANCE 168111 0 0 0 0 0 16811 0 2514 0 187436 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. ADDITIONALLY, CHANDLER SCHOOL PROVIDES TAXABLE, GROSSED-UP PAYMENTS FOR THE TUITION FOR THE HEAD OF SCHOOL'S CHILDREN. PART I, LINE 7 DISCRETIONARY BONUSES PAID TO: JOHN FINCH, HEAD OF SCHOOL, $7,500. A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2009-12-17 9800000 TO FUND RENOVATIONS FOR THE SOUTH CAMPUS CONSTRUCTION PROJECT. 0 0 0 A 9800000 9800000 2011 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 DAN ROTHENBERG BOARD MEMBER 296401 BOARD MEMBER OF THE CHANDLER SCHOOL IS AN EMPLOYEE OF UBS, AN INVESTMENT MANAGEMENT COMPANY THAT MANAGES THE SCHOOL'S ENDOWMENT FUNDS. 0 X 3 34434 FMV ON DATE OF GIFT 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A BROKERAGE TO SELL SECURITIES. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE IS COMPOSED OF EIGHT BOARD MEMBERS, INCLUDING THE CHAIR AND THE OFFICERS. THE COMMITTEE FUNCTIONS AS THE SOUNDING BOARD FOR THE HEAD OF SCHOOL AND DETERMINES WHAT MATTERS SHOULD BE BROUGHT TO THE FULL BOARD'S ATTENTION. THE COMMITTEE IS CHARGED WITH THE DETERMINATION OF THE HEAD OF SCHOOL'S COMPENSATION. FORM 990, PART VI, SECTION B, LINE 11 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 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.