2014-05-02T16:25:22-05:00 2013-07-31 954749365 STANISLAWSKI & HARRISON CPAS 301 N LAKE AVE SUITE 900 PASADENA CA 91101 990 2012-08-01 951983538 THE CHANDLER SCHOOL CHAN 6267959314 1005 ARMADA DRIVE PASADENA CA 91103 GEOFFREY C ARROBIO 6267959314 2014-05-01 1 ALAN HARRISON P00157337 6267933600 2014-05-01 2012 2015-11-30 17:44:51Z JOHN FINCH 1005 ARMADA DRIVE PASADENA CA 91103 12246672 0 X WWW.CHANDLERSCHOOL.ORG X 1950 CA INDEPENDENT, COEDUCATIONAL SCHOOL PROVIDING INSTRUCTION TO KINDERGARTEN THROUGH EIGHTH GRADE. 23 22 141 110 0 0 3472744 2161268 9023860 9772891 253996 312513 0 0 12750600 12246672 1097690 1142029 0 0 5886871 6147040 0 0 654828 3093493 3227652 10078054 10516721 2672546 1729951 42557635 45403296 11510094 11220111 31047541 34183185 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 8437166 1142029 9772891 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. 8437166 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 0 0 0 0 0 0 0 0 0 1 13 0 1 141 1 0 0 0 0 0 0 0 0 0 0 X 23 22 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X LYNETTE M HEYDORFF 6267959314 1005 ARMADA DRIVE PASADENA CA 91103 MICHAEL R ALBRECHT 1.00 X 0 0 0 GEOFFREY C ARROBIO 1.00 X X 0 0 0 MONTE BAIER 1.00 X 0 0 0 BILL BAUMAN 1.00 X 0 0 0 JOHN V S BERGER 1.00 X 0 0 0 ROBERT R BOWNE II 1.00 X 0 0 0 FRANK CHANG 1.00 X 0 0 0 DOUG L FREY 1.00 X 0 0 0 JONATHAN HEADLEY 1.00 X 0 0 0 MARISU JIMENEZ 1.00 X 0 0 0 MARK H KIM 1.00 X 0 0 0 LAURA LABARGE 1.00 X 0 0 0 STEVE MORRISON 1.00 X 0 0 0 THOMAS P OBRIEN 1.00 X 0 0 0 CANDY RENICK 1.00 X 0 0 0 CHRIS RISING 1.00 X X 0 0 0 DAISY RIVAS 1.00 X 0 0 0 DAN ROTHENBERG 1.00 X 0 0 0 JOYCE WANG SAKONJU 1.00 X X 0 0 0 JANIE SCHULMAN 1.00 X 0 0 0 KRISTIN SMITH 1.00 X 0 0 0 CHRIS WALDHEIM 1.00 X 0 0 0 MATT G WRIGHT 1.00 X 0 0 0 JOHN FINCH 40.00 X 317224 0 28831 LAURA DICOVITSKY 40.00 X 117506 0 6885 LYNETTE HEYDORFF 40.00 X 150326 0 17223 585056 0 52939 3 0 1 0 0 2161268 2161268 TUITION 611710 9013734 9013734 FEES AND OTHER INCOME 611710 759157 759157 9772891 312513 312513 12246672 9772891 0 312513 1142029 1142029 335146 100544 150816 83786 4686041 3817712 533068 335261 275931 208919 50394 16618 502039 403651 73131 25257 347883 271350 51959 24574 38048 38048 26415 26415 15967 15967 11505 6903 4027 575 219312 107974 81158 30180 130543 103197 23764 3582 393173 306153 80875 6145 9488 8135 902 451 84145 78418 1209 4518 304689 304689 1005622 854779 150843 52226 52226 INSTRUCTION 448303 445346 2957 STUDENT SERVICES 222097 222097 FUNDRAISING 123679 123679 ENTERTAINMENT 75367 3429 71736 202 67073 35874 31199 10516721 8437166 1424727 654828 429369 1830534 4383161 5022083 3788589 3160005 84430 0 192868 251618 30968222 8276802 22972748 22691420 10706470 12447636 42557635 45403296 446965 454323 1393188 1383129 9669941 9382659 11510094 11220111 X 23277080 26405504 4910115 4888615 2860346 2889066 31047541 34183185 42557635 45403296 1729951 1405693 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10764531 28720 1716166 12509417 10181069 34675 548787 10764531 8921935 43050 1216084 10181069 8042428 65187 814320 8921935 10375501 76975 -1389771 1020277 8042428 0.66960 0.23100 0.09940 0 0 40627 40627 27289460 5709272 21580188 3493355 2567530 925825 144780 144780 22691420 X 12510336 1405693 -1142029 263664 12246672 0 12246672 9374692 0 9374692 1142029 1142029 10516721 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION 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 96 1142029 FMV FINANCIAL AID PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE 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. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 JOHN FINCH 246624 0 3000 0 67600 0 17198 0 11633 0 346055 0 0 0 LYNETTE HEYDORFF 150326 0 0 0 0 0 15033 0 2190 0 167549 0 0 0 PART I, LINE 1A THE 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. A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2009-12-17 9800000 TO FUND RENOVATIONS TO 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 317472 BOARD MEMBER OF THE CHANDLER SCHOOL IS AN EMPLOYEE OF UBS, AN INVESTMENT MANAGEMENT COMPANY THAT MANAGES THE SCHOOL'S ENDOWMENT FUNDS. 0 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 BUSINESS MANAGER. 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 ACCOMPANYING REPRESENTATION FORM AND DISCLOSING ANY CONFLICTS. THE BUSINESS MANAGER MAINTAINS COPIES OF THESE FORMS FOR REFERENCE. FORM 990, PART VI, SECTION B, LINE 15 THE 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 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.