Civic Intelligence

Roessler-Chadwick Foundation Group

990 • Fiscal year 2017 • EIN 47-1272243

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

Organization ProfileWWW.CHADWICKSCHOOL.ORG
26800 S Academy DrivePalos Verdes Peninsula, CA 90274

(310) 377-1543

Siviq Scores

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

Liabilities / Assets

34th percentile

0.11x

Higher debt load relative to assets than 34% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

2.23x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

10th percentile

-16%

Higher net margin than 10% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

76th percentile

$396,407

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 15.8% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

67th percentile

9.5%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

53%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$48,771,826

Up $4,236,529 (+9.5%) from 2016

Net Assets

Up

$43,172,237

Up $5,352,410 (+14%) from 2016

Liabilities

Down

$5,599,589

Down $1,115,881 (-17%) from 2016

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin10th percentile

Revenue

Up

$2,510,695

Up $866,417 (+53%) from 2016

Expenses

Up

$2,921,900

Up $485,363 (+20%) from 2016

Net Income

Up

-$411,205

Up $381,054 (+48%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$80M$60M$40M$20M$0Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $1Liabilities 2015: $02015Assets 2016: $44,535,297Liabilities 2016: $6,715,470Net Assets 2016: $37,819,8272016Assets 2017: $48,771,826Liabilities 2017: $5,599,589Net Assets 2017: $43,172,2372017Assets 2018: $56,471,866Liabilities 2018: $8,548,429Net Assets 2018: $47,923,4372018Assets 2019: $58,854,697Liabilities 2019: $9,495,418Net Assets 2019: $49,359,2792019Assets 2020: $66,360,739Liabilities 2020: $15,216,193Net Assets 2020: $51,144,5462020Assets 2021: $73,553,865Liabilities 2021: $12,917,240Net Assets 2021: $60,636,6252021Assets 2022: $63,578,089Liabilities 2022: $11,921,410Net Assets 2022: $51,656,6792022Assets 2023: $65,940,877Liabilities 2023: $12,281,164Net Assets 2023: $53,659,7132023Assets 2024: $69,271,874Liabilities 2024: $12,112,325Net Assets 2024: $57,159,5492024

Highlighted filing

2017

Assets$48,771,826
Liabilities$5,599,589
Net Assets$43,172,237
Open 2017 Filing

Operations Trend

Revenue Growth88th percentile

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

$10M$5.0M$0-$5.0MRevenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $1,644,278Expenses 2016: $2,436,537Net Income 2016: -$792,2592016Revenue 2017: $2,510,695Expenses 2017: $2,921,900Net Income 2017: -$411,2052017Revenue 2018: $7,959,617Expenses 2018: $3,430,327Net Income 2018: $4,529,2902018Revenue 2019: $5,403,795Expenses 2019: $3,730,014Net Income 2019: $1,673,7812019Revenue 2020: $7,455,590Expenses 2020: $3,408,300Net Income 2020: $4,047,2902020Revenue 2021: $2,244,634Expenses 2021: $3,687,933Net Income 2021: -$1,443,2992021Revenue 2022: $2,911,019Expenses 2022: $4,143,398Net Income 2022: -$1,232,3792022Revenue 2023: $3,323,944Expenses 2023: $4,346,063Net Income 2023: -$1,022,1192023Revenue 2024: $8,203,202Expenses 2024: $4,794,452Net Income 2024: $3,408,7502024

Highlighted filing

2017

Revenue$2,510,695
Expenses$2,921,900
Net Income-$411,205
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$7,377,697
Mission and Program Overview

Mission

The organization was formed to further the exempt purposes of roessler-chadwick foundation (the foundation) by operating as a supporting organization to the foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$25,871,877$28,303,326▲ $2,431,449
Land, Buildings, and Equipment, Net$17,284,001$16,837,717▼ $446,284
Savings and Temporary Cash Investments$241,971$1,613,357▲ $1,371,386
Pledges and Grants Receivable-$227,950-
Total Assets$44,535,297$48,771,826▲ $4,236,529
Other Assets Total$1,137,448$1,789,476▲ $652,028
Liabilities
Other Liabilities$6,715,470$5,200,007▼ $1,515,463
Accounts Payable and Accrued Expenses-$399,582-
Total Liabilities$6,715,470$5,599,589▼ $1,115,881
Net Assets / Fund Balance
Unrestricted Net Assets$29,861,728$34,195,373▲ $4,333,645
Temporarily Rstr Net Assets$7,590,681$8,607,846▲ $1,017,165
Permanently Rstr Net Assets$367,418$369,018▲ $1,600
Total Net Assets Fund Balance$37,819,827$43,172,237▲ $5,352,410
Total Liabilities and Net Assets / Fund Balance$44,535,297$48,771,826▲ $4,236,529

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$14,312,305$13,454,320$27,766,625
Land$2,266,053-$2,266,053
Other Land Buildings$259,359$824,984$1,084,343

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$27,523,415$277,123▲ $3,207,143-$29,768,585
2015-$29,092,978▼ $581,176-$27,523,415
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleBaseOtherTotal
Frederick T HillPresident$320,408$75,999$396,407
John KjennerC.f.o.$194,891-$194,891

Board Members and Trustees

NameTitle
Mark WoodruffChair
Nick RichardsonVice-chair
Christine BucklinTrustee
David CarterTrustee
Gregg TenserTrustee
Jennie Nash RobertsonTrustee
Kurt R GibbsTrustee
LYNNE ROSENBERG '81Trustee
PHILIP C CHEN '90Trustee
Ruth MacfarlaneTrustee
Ted HaileTrustee
J Allison QuinlanSecretary
Lisa a PetrieTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$308,698
Program Service Revenue
$1,305,020
Investment Income
$674,225
Other Revenue
$222,752
All Other Contributions
$308,698
Change in Net Assets
$-411,205
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,369,792
Grants and Similar Amounts Paid$1,218,063
Salaries, Compensation, and Employee Benefits$334,045
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,218,063--$1,218,063
Depreciation Depletion$749,488$171,259-$920,747
Current Officers, Directors, Trustees, and Key Employees-$287,627-$287,627
Travel-$71,268-$71,268
Fees for Service Investment Mgmnt Fees-$57,303-$57,303
Fees for Services Legal-$51,351-$51,351
Payroll Taxes-$28,545-$28,545
Fees for Services Other-$26,521-$26,521
Other Salaries and Wages-$17,873-$17,873
Conferences and Meetings-$14,049-$14,049
All Other Expenses-$13,117-$13,117
Fees for Services Accounting-$8,685-$8,685
Office Expenses-$1,136-$1,136
Other Expenses$202,729$1,097-$1,097
Insurance-$223-$223
Occupancy-$150-$150
Total Functional Expenses$2,170,280$751,620$0$2,921,900
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Roessler-chadwick FoundationPalos Verdes Peninsula, CA501(c)(3)Endowment Appropriations$1,218,063
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Combined Branches$5,200,007
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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

“The finance committee is presented a draft of the form 990 for review. A copy of the final form 990 is then given 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 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.”

Filing and Contact Details

Filer

Filer Name
Roessler-chadwick Foundation Group
EIN
47-1272243
Phone
3103771543
Address
26800 S ACADEMY DRIVE, PALOS VERDES PENINSULA, CA 90274

Signing Officer

Name
John Kjenner
Title
CFO
Phone
3103771543
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frederick T Hill
Formed
2014
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
13
Employees
3
Volunteers
24

Preparer

Firm
Windes Inc
Address
PO BOX 87, LONG BEACH, CA 90801-0087
Preparer
Donita M Joseph
Phone
5624351191
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Asset transfer from roessler-chadwick foundation pursuant to reorganization 3,210,367.”

Financial Statement Notes

PART V, LINE 4:

“Effective july 1, 2015, the roessler-chadwick foundation (the foundation) transferred its endowment, physical plant assets, and certain intellectual property to the roessler-chadwick foundation group (the organization), a newly formed entity under common board management. The intended use of the organization's endowment funds is to provide a source of funding for the foundation's scholarship program.”

PART X, LINE 2:

“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. 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.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14C.F.O.
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0101892
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt01218063
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01218063
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01218063
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04930863
IRS990/GrossReceiptsAmt07377697
IRS990/GrossRentsGrp/RealAmt0237615
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0223
IRS990/InsuranceGrp/TotalAmt0223
IRS990/InvestmentIncomeGrp/ExclusionAmt0572333
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0572333
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt025871877
IRS990/InvestmentsPubTradedSecGrp/EOYAmt028303326
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt014279304
IRS990/LandBldgEquipBasisNetGrp/BOYAmt017284001
IRS990/LandBldgEquipBasisNetGrp/EOYAmt016837717
IRS990/LandBldgEquipCostOrOtherBssAmt031117021
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04828971
IRS990/LessRentalExpensesGrp/RealAmt038031
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO FURTHER THE EXEMPT PURPOSES OF ROESSLER-CHADWICK FOUNDATION (THE FOUNDATION) BY OPERATING AS A SUPPORTING ORGANIZATION TO THE FOUNDATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt037819827
IRS990/NetAssetsOrFundBalancesEOYAmt043172237
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0101892
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0101892
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0199584
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0199584
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02553248
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0150
IRS990/OccupancyGrp/TotalAmt0150
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01136
IRS990/OfficeExpensesGrp/TotalAmt01136
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01137448
IRS990/OtherAssetsTotalGrp/EOYAmt01789476
IRS990/OtherChangesInNetAssetsAmt03210367
IRS990/OtherExpensesGrp/Desc0PLANT OPERATION/MAINTEN
IRS990/OtherExpensesGrp/Desc1OPERATING EXPENSE/SUPPL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01416
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11097
IRS990/OtherExpensesGrp/ProgramServicesAmt0202729
IRS990/OtherExpensesGrp/TotalAmt0204145
IRS990/OtherExpensesGrp/TotalAmt11097
IRS990/OtherLiabilitiesGrp/BOYAmt06715470
IRS990/OtherLiabilitiesGrp/EOYAmt05200007
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt023168
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt023168
IRS990/OtherRevenueTotalAmt023168
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt017873
IRS990/OtherSalariesAndWagesGrp/TotalAmt017873
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt028545
IRS990/PayrollTaxesGrp/TotalAmt028545
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0367418
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0369018
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0227950
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0FREDERICK T HILL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0BRANCH CHARGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01305020
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01305020
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0172480
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0967552
IRS990/PYInvestmentIncomeAmt0574018
IRS990/PYOtherExpensesAmt01468985
IRS990/PYOtherRevenueAmt099450
IRS990/PYProgramServiceRevenueAmt0798330
IRS990/PYRevenuesLessExpensesAmt0-792259
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02436537
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01644278
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-411205
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0199584
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01305020
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0241971
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01613357
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0950615438
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01218063
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROESSLER-CHADWICK FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt01218063
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.69390
IRS990ScheduleD/BuildingsGrp/BookValueAmt014312305
IRS990ScheduleD/BuildingsGrp/DepreciationAmt013454320
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt027766625
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt027523415
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0277123
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt029768585
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01239096
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt03207143
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt029092978
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt027523415
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0988387
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-581176
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt02266053
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02266053
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0259359
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0824984
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01084343
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05200007
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO COMBINED BRANCHES
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.01240
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EFFECTIVE JULY 1, 2015, THE ROESSLER-CHADWICK FOUNDATION (THE FOUNDATION) TRANSFERRED ITS ENDOWMENT, PHYSICAL PLANT ASSETS, AND CERTAIN INTELLECTUAL PROPERTY TO THE ROESSLER-CHADWICK FOUNDATION GROUP (THE ORGANIZATION), A NEWLY FORMED ENTITY UNDER COMMON BOARD MANAGEMENT. THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO PROVIDE A SOURCE OF FUNDING FOR THE FOUNDATION'S SCHOLARSHIP PROGRAM.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE 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. 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.29370
IRS990ScheduleD/TotalBookValueLandBuildingsAmt016837717

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,771,826
Liabilities
$5,599,589
Net assets
$43,172,237
Revenue
$2,510,695
Expenses
$2,921,900
Net income
-$411,205
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.3$12.1$57.2$8.20$4.79$3.41
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.9$12.3$53.7$3.32$4.35$1.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.6$11.9$51.7$2.91$4.14$1.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.6$12.9$60.6$2.24$3.69$1.44
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$66.4$15.2$51.1$7.46$3.41$4.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.9$9.50$49.4$5.40$3.73$1.67
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.5$8.55$47.9$7.96$3.43$4.53
2017Detailed filing. Detailed filing data is available for this year.$48.8$5.60$43.2$2.51$2.92$0.41
2016Detailed filing. Detailed filing data is available for this year.$44.5$6.72$37.8$1.64$2.44$0.79
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00