Civic Intelligence

Chadwick Scholarship Foundation

990 • Fiscal year 2023 • EIN 23-7149456

Jul 01, 2022 to Jun 30, 2023 • Filed on May 14, 2024

Organization ProfileN/A
26800 S Academy DrivePalos Verdes Estates, CA 90274

(310) 377-1543

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

29th percentile

-6.1%

Higher net margin than 29% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

100th percentile

$953,816

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 3920.7% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

58th percentile

7.5%

Faster asset growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

14th percentile

-27%

Faster revenue growth than 14% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$667,161

Up $46,538 (+7.5%) from 2022

Net Assets

Up

$667,161

Up $46,538 (+7.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin29th percentile

Revenue

Down

$24,328

Down $8,988 (-27%) from 2022

Expenses

Up

$25,823

Up $2,110 (+8.9%) from 2022

Net Income

Down

-$1,495

Down $11,098 (-116%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2010: $502,186Liabilities 2010: $0Net Assets 2010: $502,1862010Assets 2011: $537,413Liabilities 2011: $0Net Assets 2011: $537,4132011Assets 2012: $494,344Liabilities 2012: $0Net Assets 2012: $494,3442012Assets 2013: $501,477Liabilities 2013: $0Net Assets 2013: $501,4772013Assets 2014: $554,584Liabilities 2014: $0Net Assets 2014: $554,5842014Assets 2015: $546,770Liabilities 2015: $0Net Assets 2015: $546,7702015Assets 2016: $514,463Liabilities 2016: $0Net Assets 2016: $514,4632016Assets 2017: $558,469Liabilities 2017: $0Net Assets 2017: $558,4692017Assets 2018: $577,200Liabilities 2018: $0Net Assets 2018: $577,2002018Assets 2019: $591,776Liabilities 2019: $0Net Assets 2019: $591,7762019Assets 2020: $596,247Liabilities 2020: $0Net Assets 2020: $596,2472020Assets 2021: $761,513Liabilities 2021: $0Net Assets 2021: $761,5132021Assets 2022: $620,623Liabilities 2022: $0Net Assets 2022: $620,6232022Assets 2023: $667,161Liabilities 2023: $0Net Assets 2023: $667,1612023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2023

Assets$667,161
Liabilities$0
Net Assets$667,161
Open 2023 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2010: $8,112Expenses 2010: $46,400Net Income 2010: -$38,2882010Expenses 2011: $39,0002011Expenses 2012: $24,7002012Expenses 2013: $20,6002013Revenue 2014: $10,221Expenses 2014: $21,000Net Income 2014: -$10,7792014Revenue 2015: $26,272Expenses 2015: $20,400Net Income 2015: $5,8722015Revenue 2016: $12,473Expenses 2016: $20,835Net Income 2016: -$8,3622016Revenue 2017: $14,154Expenses 2017: $21,033Net Income 2017: -$6,8792017Revenue 2018: $19,397Expenses 2018: $21,133Net Income 2018: -$1,7362018Revenue 2019: $39,649Expenses 2019: $21,486Net Income 2019: $18,1632019Revenue 2020: $69,590Expenses 2020: $21,911Net Income 2020: $47,6792020Revenue 2021: $30,489Expenses 2021: $22,933Net Income 2021: $7,5562021Revenue 2022: $33,316Expenses 2022: $23,713Net Income 2022: $9,6032022Revenue 2023: $24,328Expenses 2023: $25,823Net Income 2023: -$1,4952023Revenue 2024: $94,486Expenses 2024: $26,569Net Income 2024: $67,9172024

Highlighted filing

2023

Revenue$24,328
Expenses$25,823
Net Income-$1,495
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2024
Return Version
2022v5.0
Gross Receipts
$100,130
Mission and Program Overview

Mission

To provide scholarship funds to roessler-chadwick foundation, a private school which is dedicated to academic excellence and to the development of self-confident individuals of exemplary character.

To provide student scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$620,623$667,161▲ $46,538
Total Assets$620,623$667,161▲ $46,538
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$620,623$667,161▲ $46,538
Total Net Assets Fund Balance$620,623$667,161▲ $46,538
Total Liabilities and Net Assets / Fund Balance$620,623$667,161▲ $46,538
Compensation and Service Providers
Top Officer Pay100th percentile

Board Members and Trustees

NameTitle
Robert SchuchardChair
Frederick T HillDirector
John KjennerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$24,328
Other Revenue
$0
Change in Net Assets
$-1,495
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$25,823
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,823--$25,823
Total Functional Expenses$25,823$0$0$25,823
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Roessler-chadwick FoundationPalos Verdes Peninsula, CA501(c)(3)Scholarships$25,823
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Describe the process the organization uses to review form 990. The csf form 990 is prepared by the treasurer and shared with the current board of directors prior to filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“Describe how the organization monitors and enforces compliance with its conflict of interest policy. As part of our involvement with roessler-chadwick foundation, 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 C, Line 19

“Describe how the organization makes its governing documents, conflict of interest policy, and financial statements available to the public. 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.”

Filing and Contact Details

Filer

Filer Name
Chadwick Scholarship Foundation
EIN
23-7149456
Phone
3103771543
Address
26800 S ACADEMY DRIVE, PALOS VERDES ESTATES, CA 90274

Signing Officer

Name
Robert Horne
Title
Chief Financial Officer
Phone
3103771543
Signed
2024-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Horne
Formed
1971
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
1
Employees
0
Volunteers
3

Preparer

Firm
Windes Inc
Address
PO BOX 87, LONG BEACH, CA 90801
Preparer
Donita Joseph
Phone
5624351191
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Fin 48: the organization is a public charity structured as a nonprofit corporation under internal revenue code section 501(c)(3). The organization is exempt from income taxes, domestic and foreign, related to revenue received in connection with exempt programs. The organization 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. In december 2017, the tax cuts and jobs act was enacted, which may result in additional unrelated business taxable income on certain fringe benefits. The organization 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.”

Raw XML AppendixShowing 400 of 403 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt025823
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt025823
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt086220
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIBE THE PROCESS THE ORGANIZATION USES TO REVIEW FORM 990. THE CSF FORM 990 IS PREPARED BY THE TREASURER AND SHARED WITH THE CURRENT BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIBE HOW THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. AS PART OF OUR INVOLVEMENT WITH ROESSLER-CHADWICK FOUNDATION, 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIBE HOW THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO EDUCATE CHILDREN FROM KINDERGARTEN TO THE TWELFTH GRADE.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1OPERATING AS A SUPPORTING ORGANIZATION TO THE ROESSLER-CHADWICK FOUNDATION
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
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IRS990/SignificantChangeInd00
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$667,161
Liabilities
$0
Net assets
$667,161
Revenue
$24,328
Expenses
$25,823
Net income
-$1,495
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.94$0.27$0.68
2023Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$0.24$0.26$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.21$0.00$6.21$0.33$0.24$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.62$0.00$7.62$0.30$0.23$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.96$0.00$5.96$0.70$0.22$0.48
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.92$0.00$5.92$0.40$0.21$0.18
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.77$0.00$5.77$0.19$0.21$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.58$0.00$5.58$0.14$0.21$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.14$0.00$5.14$0.12$0.21$0.08
2015Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.26$0.20$0.06
2014Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.10$0.21$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.01$0.00$5.01$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.94$0.00$4.94$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.37$0.00$5.37$0.39
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.02$0.00$5.02$0.08$0.46$0.38