CHANDLER SCHOOL: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
CHANDLER SCHOOL (EIN 95-1983538)
Tax period
2012-08-01 to 2013-07-31
Filed
2014-05-02
IRS object ID
201431229349301273
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-05-02T16:25:22-05:00Timestamp
Tax Period End Date2013-07-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN954749365EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1STANISLAWSKI & HARRISON CPASBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1301 N LAKE AVE SUITE 900AddressLine1
CityPASADENACity
StateCAState
ZIP Code91101ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-08-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN951983538EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE CHANDLER SCHOOLBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCHANNameControl
Phone6267959314Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11005 ARMADA DRIVEAddressLine1
CityPASADENACity
StateCAState
ZIP Code91103ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameGEOFFREY C ARROBIOName
TitleTREASURERTitle
Phone6267959314Phone
Date Signed2014-05-01DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameALAN HARRISONName
PTINP00157337PTIN
Phone6267933600Phone
Date Prepared2014-05-01DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJOHN FINCHNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11005 ARMADA DRIVEAddressLine1
CityPASADENACity
StateCAState
ZIP Code91103ZIPCode
FieldValueIRS element (for citing)
Gross Receipts12246672GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.CHANDLERSCHOOL.ORGWebSite
Type Of Organization OtherXTypeOfOrganizationOther
Year Formation1950YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionINDEPENDENT, COEDUCATIONAL SCHOOL PROVIDING INSTRUCTION TO KINDERGARTEN THROUGH EIGHTH GRADE.ActivityOrMissionDescription
Nbr Voting Members Governing Body23NbrVotingMembersGoverningBody
Nbr Independent Voting Members22NbrIndependentVotingMembers
Total Nbr Employees141TotalNbrEmployees
Total Nbr Volunteers110TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year3472744ContributionsGrantsPriorYear
Contributions Grants Current Year2161268ContributionsGrantsCurrentYear
Program Service Revenue Prior Year9023860ProgramServiceRevenuePriorYear
Program Service Revenue CY9772891ProgramServiceRevenueCY
Investment Income Prior Year253996InvestmentIncomePriorYear
Investment Income Current Year312513InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year12750600TotalRevenuePriorYear
Total Revenue Current Year12246672TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year1097690GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY1142029GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year5886871SalariesEtcPriorYear
Salaries Etc Current Year6147040SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year654828TotalFundrsngExpCurrentYear
Other Expense Prior Year3093493OtherExpensePriorYear
Other Expenses Current Year3227652OtherExpensesCurrentYear
Total Expenses Prior Year10078054TotalExpensesPriorYear
Total Expenses Current Year10516721TotalExpensesCurrentYear
Revenues Less Expenses Prior Year2672546RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1729951RevenuesLessExpensesCY
Total Assets BOY42557635TotalAssetsBOY
Total Assets EOY45403296TotalAssetsEOY
Total Liabilities BOY11510094TotalLiabilitiesBOY
Total Liabilities EOY11220111TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY31047541NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY34183185NetAssetsOrFundBalancesEOY
Mission DescriptionTHE 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense8437166Expense
Grants1142029Grants
Revenue9772891Revenue
DescriptionCHANDLER 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.Description
Total Program Service Expense8437166TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School1School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds0InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109613NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees141NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members23NbrVotingGoverningBodyMembers
Number Independent Voting Members22NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1LYNETTE M HEYDORFFBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number6267959314TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11005 ARMADA DRIVEAddressLine1
CityPASADENACity
StateCAState
ZIP Code91103ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (26 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
MICHAEL R ALBRECHT
BOARD MEMBER1.00X000
GEOFFREY C ARROBIO
TREASURER1.00X000X
MONTE BAIER
BOARD MEMBER1.00X000
BILL BAUMAN
BOARD MEMBER1.00X000
JOHN V S BERGER
BOARD MEMBER1.00X000
ROBERT R BOWNE II
BOARD MEMBER1.00X000
FRANK CHANG
BOARD MEMBER1.00X000
DOUG L FREY
BOARD MEMBER1.00X000
JONATHAN HEADLEY
BOARD MEMBER1.00X000
MARISU JIMENEZ
BOARD MEMBER1.00X000
MARK H KIM
BOARD MEMBER1.00X000
LAURA LABARGE
BOARD MEMBER1.00X000
STEVE MORRISON
BOARD MEMBER1.00X000
THOMAS P OBRIEN
BOARD MEMBER1.00X000
CANDY RENICK
BOARD MEMBER1.00X000
CHRIS RISING
PRESIDENT1.00X000X
DAISY RIVAS
BOARD MEMBER1.00X000
DAN ROTHENBERG
BOARD MEMBER1.00X000
JOYCE WANG SAKONJU
SECRETARY1.00X000X
JANIE SCHULMAN
BOARD MEMBER1.00X000
KRISTIN SMITH
BOARD MEMBER1.00X000
CHRIS WALDHEIM
BOARD MEMBER1.00X000
MATT G WRIGHT
BOARD MEMBER1.00X000
JOHN FINCH
HEAD OF SCHOOL40.00317224028831X
LAURA DICOVITSKY
DIRECTOR OF DEVELOPMENT40.0011750606885X
LYNETTE HEYDORFF
DIRECTOR OF FINANCE40.00150326017223X
FieldValueIRS element (for citing)
Total Reportable Comp From Org585056TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation52939TotalOtherCompensation
Number Individuals GT100 K3NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions2161268AllOtherContributions
Total Contributions2161268TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
TUITION61171090137349013734
FEES AND OTHER INCOME611710759157759157
FieldValueIRS element (for citing)
Total Program Service Revenue9772891TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column312513TotalRevenueColumn
Exclusion$312,513ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column12246672TotalRevenueColumn
Related Or Exempt Function Income9772891RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$312,513ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total1142029Total
Program Services1142029ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total335146Total
Program Services100544ProgramServices
Management And General150816ManagementAndGeneral
Fundraising83786Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total4686041Total
Program Services3817712ProgramServices
Management And General533068ManagementAndGeneral
Fundraising335261Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total275931Total
Program Services208919ProgramServices
Management And General50394ManagementAndGeneral
Fundraising16618Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total502039Total
Program Services403651ProgramServices
Management And General73131ManagementAndGeneral
Fundraising25257Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total347883Total
Program Services271350ProgramServices
Management And General51959ManagementAndGeneral
Fundraising24574Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total38048Total
Management And General38048ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total26415Total
Management And General26415ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total15967Total
Program Services15967ProgramServices

Advertising Advertising

FieldValueIRS element (for citing)
Total11505Total
Program Services6903ProgramServices
Management And General4027ManagementAndGeneral
Fundraising575Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total219312Total
Program Services107974ProgramServices
Management And General81158ManagementAndGeneral
Fundraising30180Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total130543Total
Program Services103197ProgramServices
Management And General23764ManagementAndGeneral
Fundraising3582Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total393173Total
Program Services306153ProgramServices
Management And General80875ManagementAndGeneral
Fundraising6145Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total9488Total
Program Services8135ProgramServices
Management And General902ManagementAndGeneral
Fundraising451Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total84145Total
Program Services78418ProgramServices
Management And General1209ManagementAndGeneral
Fundraising4518Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total304689Total
Program Services304689ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total1005622Total
Program Services854779ProgramServices
Management And General150843ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total52226Total
Management And General52226ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
INSTRUCTION4483034453462957
STUDENT SERVICES222097222097
FUNDRAISING123679123679
ENTERTAINMENT75367342971736202

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total67073Total
Program Services35874ProgramServices
Management And General31199ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total10516721Total
Program Services8437166ProgramServices
Management And General1424727ManagementAndGeneral
Fundraising654828Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY429369BOY
EOY1830534EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY4383161BOY
EOY5022083EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY3788589BOY
EOY3160005EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY84430BOY
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY192868BOY
EOY251618EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis30968222LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec8276802LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY22972748BOY
EOY22691420EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY10706470BOY
EOY12447636EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY42557635BOY
EOY45403296EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY446965BOY
EOY454323EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY1393188BOY
EOY1383129EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY9669941BOY
EOY9382659EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY11510094BOY
EOY11220111EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY23277080BOY
EOY26405504EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY4910115BOY
EOY4888615EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2860346BOY
EOY2889066EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY31047541BOY
EOY34183185EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY42557635BOY
EOY45403296EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses1729951ReconcilationRevenueExpenses
Reconciliation Unrealized Invest1405693ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance10764531BeginningOfYearBalance
Contributions28720Contributions
Investment Earnings Or Losses1716166InvestmentEarningsOrLosses
End Of Year Balance12509417EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance10181069BeginningOfYearBalance
Contributions34675Contributions
Investment Earnings Or Losses548787InvestmentEarningsOrLosses
End Of Year Balance10764531EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance8921935BeginningOfYearBalance
Contributions43050Contributions
Investment Earnings Or Losses1216084InvestmentEarningsOrLosses
End Of Year Balance10181069EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance8042428BeginningOfYearBalance
Contributions65187Contributions
Investment Earnings Or Losses814320InvestmentEarningsOrLosses
End Of Year Balance8921935EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance10375501BeginningOfYearBalance
Contributions76975Contributions
Investment Earnings Or Losses-1389771InvestmentEarningsOrLosses
Other Expenditures1020277OtherExpenditures
End Of Year Balance8042428EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.66960BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.23100PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.09940TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis40627OtherCostOrOtherBasis
Book Value40627BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis27289460OtherCostOrOtherBasis
Depreciation5709272Depreciation
Book Value21580188BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis3493355OtherCostOrOtherBasis
Depreciation2567530Depreciation
Book Value925825BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis144780OtherCostOrOtherBasis
Book Value144780BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings22691420TotalOfBookValueLandBuildings
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt12510336TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments1405693NetUnrealizedGainsInvestments
Other Revenues-1142029OtherRevenues
Revenue Not Rptd F990263664RevenueNotRptdF990
Revenue Subtotal12246672RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99012246672TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt9374692TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal9374692ExpensesSubtotal
Other Expenses Not Included1142029OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt1142029ExpensesNotRptdOnFinStmt
Total Expenses Per Form99010516721TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: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.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X, LINE 2: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 -1,142,029.
PART XII, LINE 4B - OTHER ADJUSTMENTS:FINANCIAL AID 1,142,029.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy Stmt1NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc1PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media1PolicyPublViaBroadcastMedia
Maint Racial Composition Records1MaintRacialCompositionRecords
Maint Scholarships Records1MaintScholarshipsRecords
Maint Copies Of Brochures Etc1MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations1MaintCopiesOfAllSolicitations
Discriminate Race Students Rights0DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies0DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty0DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships0DiscriminateRaceScholarships
Discriminate Race Educ Policies0DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog0DiscriminateRaceAthleticProg
Discriminate Race Other Acty0DiscriminateRaceOtherActy
Government Financial Aid Received0GovernmentFinancialAidReceived
Government Financial Aid Revoked0GovernmentFinancialAidRevoked
Compliance With Rev Proc75501ComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII

FieldValueIRS element (for citing)
IdentifierEXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATIONIdentifier
Return ReferenceSCHEDULE E, PART I, LINE 3ReturnReference
ExplanationTHE SCHOOL PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY IN ALL SCHOOL ADVERTISING, BROCHURES, REGISTRATION MATERIALS AND OTHER PRINT MEDIA. THE SCHOOL ALSO ADVERTISES IN LOCAL NEWSPAPERS.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantFINANCIAL AIDTypeOfGrant
Number Of Recipients96NumberOfRecipients
Amount Of Non Cash Assistance1142029AmountOfNonCashAssistance
Method Of ValuationFMVMethodOfValuation
Description Of Non Cash AssistanceFINANCIAL AIDDescriptionOfNonCashAssistance

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, 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.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
JOHN FINCH
HEAD OF SCHOOL246624030000676000171980116330346055000
LYNETTE HEYDORFF
DIRECTOR OF FINANCE1503260000015033021900167549000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
Return ReferencePART I, LINE 1AReturnReference
ExplanationTHE SCHOOL OWNS THE HOUSE IN WHICH THE HEAD OF SCHOOL RESIDES. THIS IS A REQUIREMENT OF EMPLOYMENT AND IS AT THE CONVENIENCE OF THE SCHOOL. ADDITIONALLY, CHANDLER SCHOOL PROVIDES GROSS-UP PAYMENTS FOR THE TUITION HEAD OF SCHOOL'S CHILDREN.Explanation

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITYBusinessNameLine1
FieldValueIRS element (for citing)
Issuer EIN352273601IssuerEIN
Date Issued2009-12-17DateIssued
Issue Price9800000IssuePrice
Description Of PurposeTO FUND RENOVATIONS TO THE SOUTH CAMPUS CONSTRUCTION PROJECT.DescriptionOfPurpose
Defeased0Defeased
On Behalf Of Issuer0OnBehalfOfIssuer
Pool Financing0PoolFinancing

Form990 Schedule K Part II Form990ScheduleKPartII

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds9800000TotalProceeds
Capital Expenditures9800000CapitalExpenditures
Year Of Subst Completion2011YearOfSubstCompletion
Current Refunding0CurrentRefunding
Advance Refunding0AdvanceRefunding
Final Allocation Made1FinalAllocationMade
Adequate Books And Recds Maintaind1AdequateBooksAndRecdsMaintaind

Form990 Schedule K Part III Form990ScheduleKPartIII

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedProperty
Any Lease Arrangements0AnyLeaseArrangements
Mngment Cntrct Bond Financd Prprty0MngmentCntrctBondFinancdPrprty
Any Research Agreements0AnyResearchAgreements
Bond Iss Meet Prvt Security Pay Test0BondIssMeetPrvtSecurityPayTest
Change In Use Bond Financed Prop0ChangeInUseBondFinancedProp
Non Qualified Bond Remed Procdrs0NonQualifiedBondRemedProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiled
Rebate Not Due Yet0RebateNotDueYet
Exception To Rebate0ExceptionToRebate
No Rebate Due0NoRebateDue
Variable Rate Issue0VariableRateIssue
Hedge Identified In Books And Recds0HedgeIdentifiedInBooksAndRecds
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGIC
Gross Proceeds Invested0GrossProceedsInvested
Written Proc To Monitor Reqs0WrittenProcToMonitorReqs

Form990 Schedule K Part V Form990ScheduleKPartV

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Proc To Undertk Corrective Action0ProcToUndertkCorrectiveAction

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1DAN ROTHENBERGBusinessNameLine1
FieldValueIRS element (for citing)
RelationshipBOARD MEMBERRelationship
Amount Of Transaction317472AmountOfTransaction
Description Of TransactionBOARD MEMBER OF THE CHANDLER SCHOOL IS AN EMPLOYEE OF UBS, AN INVESTMENT MANAGEMENT COMPANY THAT MANAGES THE SCHOOL'S ENDOWMENT FUNDS.DescriptionOfTransaction
Sharing Of Revenues0SharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11THE 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 BUSINESS MANAGER.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 ACCOMPANYING REPRESENTATION FORM AND DISCLOSING ANY CONFLICTS. THE BUSINESS MANAGER MAINTAINS COPIES OF THESE FORMS FOR REFERENCE.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE COMMITTEE IS CHARGED WITH DETERMINING COMPENSATION FOR THE HEAD OF SCHOOL. UTILIZING DATA FROM FORM 990'S OF OTHER ORGANIZATIONS AND INDUSTRY STATISTICS OBTAINED FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, THE EXECUTIVE COMMITTEE MAKES ITS RECOMMENDATION AND PRESENTS IT TO THE BOARD FOR APPROVAL.
FORM 990, PART VI, SECTION C, LINE 19THE 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.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.