ROESSLER-CHADWICK FOUNDATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- ROESSLER-CHADWICK FOUNDATION (EIN 95-0615438)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201101369349302385
- Schema version
- 2009v1.7
- 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 K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T11:29:12-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES & McCLAUGHRY ACCT CORP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 908010087 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 950615438 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROESSLER-CHADWICK FOUNDATION CHADWICK SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROES | NameControl |
| Phone | 3103771543 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26800 S ACADEMY DRIVE | AddressLine1 |
| City | PALOS VERDES ESTATES | City |
| State | CA | State |
| ZIP Code | 90274 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Troy Grande | Name |
| Title | cfo | Title |
| Phone | 3103771543 | Phone |
| Date Signed | 2011-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Brian D Yacker | Name |
| Phone | 5624351191 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Troy Grande | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26800 S ACADEMY DRIVE | AddressLine1 |
| City | PALOS VERDES ESTATES | City |
| State | CA | State |
| ZIP Code | 90274 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 25810365 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.chadwickschool.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1962 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO EDUCATE CHILDREN FROM KINDERGARTEN TO THE TWELFTH GRADE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 397 | TotalNbrEmployees |
| Total Nbr Volunteers | 350 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1993663 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3294025 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 20198306 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 21727782 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -4186192 | InvestmentIncomePriorYear |
| Investment Income Current Year | 202326 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 256381 | OtherRevenuePriorYear |
| Other Revenue Current Year | 271518 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18262158 | TotalRevenuePriorYear |
| Total Revenue Current Year | 25495651 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2600957 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3229442 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14778432 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 15184909 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1400641 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6957319 | OtherExpensePriorYear |
| Other Expenses Current Year | 7010088 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 24336708 | TotalExpensesPriorYear |
| Total Expenses Current Year | 25424439 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -6074550 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 71212 | RevenuesLessExpensesCY |
| Total Assets BOY | 59233751 | TotalAssetsBOY |
| Total Assets EOY | 61083255 | TotalAssetsEOY |
| Total Liabilities BOY | 25076756 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 26058368 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 34156995 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 35024887 | NetAssetsOrFundBalancesEOY |
| Mission Description | Chadwick a K-12 school, is dedicated to academic excellence and to the development of self-confident individuals of exemplary character. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 16748287 | Expense |
| Grants | 3229442 | Grants |
| Revenue | 20138979 | Revenue |
| Description | TO EDUCATE CHILDREN FROM KINDERGARTEN TO THE TWELFTH GRADE. THIS SERVICE BENEFITS APPROXIMATELY 875 CHILDREN, SCHOLARSHIPS ARE PROVIDED FOR CHILDREN DEPENDING UPON VARIOUS FACTORS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 459742 | Expense |
| Revenue | 592056 | Revenue |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 531621 | Expense |
| Revenue | 529355 | Revenue |
| Description | 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 331817 | Expense |
| Revenue | 467392 | Revenue |
| Description | Other program services include an outdoor education program that is a mandatory program for students from Grades 7 through 12. Its purpose is tied closely to the school's mission which is to develop "self confident individuals of exemplary character." Also included is income from the sales of the school yearbook. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 331817 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 467392 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 18071467 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 47 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 397 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Troy Grande | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3103771543 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26800 ACADEMY DR | AddressLine1 |
| City | Palos Verdes | City |
| State | CA | State |
| ZIP Code | 90274 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Richard K Learned | ||||||||
| Chair | 2.00 | X | X | 0 | 0 | 0 | ||
| H Frederick Christie | ||||||||
| Vice CHair | 2.00 | X | X | 0 | 0 | 0 | ||
| Kimberly Stone | ||||||||
| Secretary | 2.00 | X | X | 0 | 0 | 0 | ||
| Joseph C Berenato | ||||||||
| Treasurer | 2.00 | X | X | 0 | 0 | 0 | ||
| Linda M Calhoun | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| Markham B Campaigne | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| Daniel B Castro | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| Joseph H Chadwick | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| Blair A Contratto | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| William V Davidson | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| Kurt R Gibbs | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| Jihee K Huh | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| Michael S Lebovitz | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| Ruth B MacFarlane | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| Manette McDermott | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| John M Miguelez | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| Todd Mihm | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| Heidi Lipman Monaco | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| Jason M Moskowitz | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| John Nendick | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| Chrysostomos L Nikias | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| Robert B Roessler | ||||||||
| Teacher | 2.00 | X | 0 | 0 | 0 | |||
| Michael P Trapani | ||||||||
| Teacher | 2.00 | X | 0 | 0 | 0 | |||
| Paul C Westhead | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Frederick T Hill | ||||||||
| C.E.O. | 50.00 | X | 310335 | 0 | 36850 | |||
| Troy Grande | ||||||||
| C.f.O. | 50.00 | X | 150117 | 0 | 20793 | |||
| James Thompson | ||||||||
| Advancement/Admissions Officer | 50.00 | 263072 | 0 | 12071 | X | |||
| Roland Johnson | ||||||||
| athletic Director | 40.00 | 121794 | 0 | 16551 | X | |||
| Mark Wiedenmann | ||||||||
| Director High School | 40.00 | 121722 | 0 | 25213 | X | |||
| Jeff Mercer | ||||||||
| Director Middle School | 40.00 | 108651 | 0 | 23298 | X | |||
| Pat Jones | ||||||||
| Dean of Academics | 40.00 | 107840 | 0 | 14678 | X | |||
| John Nordquist | ||||||||
| Teacher | 40.00 | 106186 | 0 | 20025 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1289717 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 169479 | TotalOtherCompensation |
| Number Individuals GT100 K | 12 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 189302 | FundraisingEvents |
| Related Organizations | 46400 | RelatedOrganizations |
| All Other Contributions | 3058323 | AllOtherContributions |
| Noncash Contributions | 76076 | NoncashContributions |
| Total Contributions | 3294025 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition and Fees | 900099 | 20174859 | 20174859 |
| Auxiliary Programs | 900099 | 592056 | 592056 |
| Cafeteria Income | 900099 | 529355 | 529355 |
| OUtdoor education | 900099 | 395632 | 395632 |
| Yearbook Income | 900099 | 35880 | 35880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 21727782 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 270103 | TotalRevenueColumn |
| Exclusion | $270,103 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 263329 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 49683 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 213646 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 213646 | TotalRevenueColumn |
| Exclusion | $213,646 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 57206 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 124983 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -67777 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -67777 | TotalRevenueColumn |
| Exclusion | -$67,777 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 140048 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 189302 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 140048 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 57872 | TotalRevenueColumn |
| Exclusion | $57,872 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 57872 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25495651 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21727782 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $473,844 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3229442 | Total |
| Program Services | 3229442 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 798464 | Total |
| Program Services | 479079 | ProgramServices |
| Management And General | 319385 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11408094 | Total |
| Program Services | 7715232 | ProgramServices |
| Management And General | 2846137 | ManagementAndGeneral |
| Fundraising | 846725 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 702158 | Total |
| Program Services | 474747 | ProgramServices |
| Management And General | 175411 | ManagementAndGeneral |
| Fundraising | 52000 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1396649 | Total |
| Program Services | 940049 | ProgramServices |
| Management And General | 357313 | ManagementAndGeneral |
| Fundraising | 99287 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 879544 | Total |
| Program Services | 598125 | ProgramServices |
| Management And General | 219297 | ManagementAndGeneral |
| Fundraising | 62122 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121937 | Total |
| Management And General | 121937 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30041 | Total |
| Management And General | 30041 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126995 | Total |
| Management And General | 126995 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 326097 | Total |
| Program Services | 16644 | ProgramServices |
| Management And General | 309453 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1412255 | Total |
| Program Services | 1129804 | ProgramServices |
| Management And General | 282451 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16183 | Total |
| Management And General | 16183 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31121 | Total |
| Management And General | 31121 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143872 | Total |
| Management And General | 143872 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1196228 | Total |
| Program Services | 956982 | ProgramServices |
| Management And General | 239246 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 247905 | Total |
| Management And General | 247905 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Instructional | 1064700 | 1064700 | ||
| Student Support | 977501 | 977501 | ||
| Other Expenses | 826091 | 485584 | 340507 | |
| Summer Programs | 489162 | 489162 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25424439 | Total |
| Program Services | 18071467 | ProgramServices |
| Management And General | 5952331 | ManagementAndGeneral |
| Fundraising | 1400641 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 750 | BOY |
| EOY | 750 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29412126 | BOY |
| EOY | 25070417 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1001545 | BOY |
| EOY | 472922 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97167 | BOY |
| EOY | 154073 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 388048 | BOY |
| EOY | 465932 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 32848300 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 11489966 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21703104 | BOY |
| EOY | 21358334 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6300703 | BOY |
| EOY | 11739754 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 330308 | BOY |
| EOY | 1821073 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59233751 | BOY |
| EOY | 61083255 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2238407 | BOY |
| EOY | 2202405 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15596006 | BOY |
| EOY | 16609372 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7180000 | BOY |
| EOY | 7180000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62343 | BOY |
| EOY | 66591 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25076756 | BOY |
| EOY | 26058368 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27544728 | BOY |
| EOY | 28524419 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6260167 | BOY |
| EOY | 6146768 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 352100 | BOY |
| EOY | 353700 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34156995 | BOY |
| EOY | 35024887 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59233751 | BOY |
| EOY | 61083255 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14880929 | BeginningOfYearBalance |
| Contributions | 44444 | Contributions |
| Investment Earnings Or Losses | 979112 | InvestmentEarningsOrLosses |
| Other Expenditures | 649907 | OtherExpenditures |
| End Of Year Balance | 15254578 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21751870 | BeginningOfYearBalance |
| Contributions | 253199 | Contributions |
| Investment Earnings Or Losses | -6783713 | InvestmentEarningsOrLosses |
| Other Expenditures | 340427 | OtherExpenditures |
| End Of Year Balance | 14880929 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.64940 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.02320 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.32740 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2266053 | OtherCostOrOtherBasis |
| Book Value | 2266053 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25766655 | OtherCostOrOtherBasis |
| Depreciation | 8044719 | Depreciation |
| Book Value | 17721936 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 893277 | OtherCostOrOtherBasis |
| Depreciation | 447845 | Depreciation |
| Book Value | 445432 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3918315 | OtherCostOrOtherBasis |
| Depreciation | 2997402 | Depreciation |
| Book Value | 920913 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4000 | OtherCostOrOtherBasis |
| Book Value | 4000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 21358334 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Liabilities | Description |
| Amount | $66,591 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 66591 | TotalOfAmounts |
| Total Revenue | 25495651 | TotalRevenue |
| Total Expenses | 25424439 | TotalExpenses |
| Excess Or Deficit For Year | 71212 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 796680 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 796680 | TotalAdjustments |
| Excess Or Deficit Per FS | 867892 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 26383406 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 796680 | NetUnrealizedGainsInvestments |
| Other Revenues | 91075 | OtherRevenues |
| Revenue Not Rptd F990 | 887755 | RevenueNotRptdF990 |
| Revenue Subtotal | 25495651 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 25495651 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 25520522 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 96083 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 96083 | ExpensesNotRptdF990 |
| Expenses Subtotal | 25424439 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 25424439 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | The intended use of the organization's endowment funds are to support scholarships. THey are reinvested for future earnings and expenditures in order to maintain or enhance the purchasing power of the endowment. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | The School is exempt from federal income taxes under Internal Revenue Code Section 501(c)(3) and state taxes related to revenue received in connection with exempt programs. The School 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 School 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 XII, Line 2d - Other Adjustments: | Chadwick Scholarship Foundation - Interest Income: 8112. Chadwick Scholarship Foundation - Unrealized Gains: 33280. REntal Expense: 49683. | |
| Part XIII, Line 2d - Other Adjustments: | Chadwick Scholarship Foundation - Grant Expenses: 46400. Rental Expense: 49683. | |
| Excess or deficit for the year per the audited financial statements reported on Part XI, Line 10 only takes into account the change in net assets for the Roessler-Chadwick Foundation. The amounts reported on Line 1 of Parts XII and XIII are for the consolidated financial statements and include the revenue and expenses for the Chadwick Scholarship Foundation. The net loss of the Chadwick Scholarship Foundation was -$5,008. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | NEWSPAPER, BROCHURES, AND BULLETINS | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | East Asia and the Pacific | Region |
| Number Of Offices | 1 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Kindergarten through 12th grade International School | TypeOfActivitiesConducted |
| Specific Services Provided | Operation of a elementary, middle and high school | SpecificServicesProvided |
| Total Expenditures | 0 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 0 | TotalAmountSpent |
Form990 Schedule F Part IV Form990ScheduleFPartIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Method Used to Acccount for Expenditures: | Schedule F, Part I, Line 3: Records of all accounting and the usage of funds are maintained in the region by the accounting firm KPMG. The school will have a full administrative support staff that accounts for all expenditures and income in a manner consistent with GAAP Fianancial reporting. The schools financial information will be audited according to US GAAP and consolidated with the financials from Chadwick School. | |
| Schedule F, Part IV | Chadwick International School had not started operations as of June 30, 2010 and therefore has no employees. The school commenced full operations in July 2010. | Other Information |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | chadwick spring gala | NameOfEvent1 |
| Gross Receipts Event1 | 195957 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 136136 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 59821 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 26941 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 20169 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 12711 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Golf Day | NameOfEvent2 |
| Gross Receipts Event2 | 93538 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 30613 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 62925 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 10000 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 28939 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 23986 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 39855 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 22553 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 17302 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 6144 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 11158 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 329350 | GrossReceiptsTotal |
| Charitable Contributions Total | 189302 | CharitableContributionsTotal |
| Gross Revenue Total Events | 140048 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 36941 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 55252 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 47855 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 140048 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Faculty Scholarships | 25 | 342000 |
| Financial Aid | 149 | 2887442 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Students who receive support through scholarships and 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Frederick T Hill | |||||||||||||
| 240335 | 0 | 70000 | 0 | 0 | 0 | 24000 | 0 | 12850 | 0 | 347185 | 0 | 0 | 0 |
| Troy Grande | |||||||||||||
| 150117 | 0 | 0 | 0 | 0 | 0 | 7500 | 0 | 13293 | 0 | 170910 | 0 | 0 | 0 |
| James Thompson | |||||||||||||
| 229322 | 0 | 33750 | 0 | 0 | 0 | 11700 | 0 | 371 | 0 | 275143 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | Frederick Hill resides in a unit on campus at no cost, as he is required to live on campus as part of his job duties. Certain services are provided with the residences of the campus, including cleaning and maintenance services. |
| Part I, Line 4a | James Thompson received separation payment in the amount of $60,000 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | California Statewide Communities Development Authority | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 132774656 | IssuerEIN |
| CUSIP Number | 130911MB3 | CUSIPNumber |
| Date Issued | 2002-07-01 | DateIssued |
| Issue Price | 8000000 | IssuePrice |
| Description Of Purpose | education | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year Of Subst Completion | 2002 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 0 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | na | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | na | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | Frederick Hill | NameOfInterestedPerson |
| Relationship With Organization | headmaster of the school | RelationshipWithOrganization |
| Type Of Assistance | scholarships to Mr. Hill's children to help offset tuition costs Amount $ 48900. | TypeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Kurt Gibbs | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Board Member and owner of K.R. Gibbs & associates. | Relationship |
| Amount Of Transaction | 78037 | AmountOfTransaction |
| Description Of Transaction | Consulting, Kurt Gibbs is the owner of a company that provided consulting services in regards to the international school that was opened up in Korea in July of 2010. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 57641 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fmv | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1034 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2356 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Various | Description |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 15045 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fair market value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | H. Frederick Christie is on the board of directors of Ducommun Inc. (DCO) where Joseph C. Berenato is the CEO of Ducommun Inc. | |
| 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 presented 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. | |
| Form 990, Part VI, Section B, line 15 | The board of trustees annually reviews the total compensation of the school's headmaster, Chief financial officer, and director of advancement. 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. | |
| 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. | |
| Schedule K, Part II Bond Proceeds and Use of Funds In 2002, the School borrowed $8,000,000 through a tax-exempt bond financing with the California Statewide Communities Development Authority. The bond was issued for the purpose of new building construction. The construction cost amounted to $7,779,460 and the cost to issue the bond was $137,030. Total proceeds of the bond amounted to $7,916,490. The completion date for construction was 2002 and all proceeds were disbursed. | ||
| Schedule L, Part III | Frederick Hill's children received scholarships in the amount of $48,900 from Chadwick School to help offset tuition costs. | Grants or Assistance benefitting interested persons |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chadwick Scholarship Foundation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26800 S Academy Drive | AddressLine1 |
| City | Palos Verdes Estates | City |
| State | CA | State |
| ZIP Code | 90274 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237149456 | EIN |
| Primary Activities | provide sources to pay tuition for needy students | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 509(a)(3)Type I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roessler-Chadwick Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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