Liabilities / Assets
38th percentile
Higher debt load relative to assets than 38% of similar nonprofits.
990 • Fiscal year 2019 • EIN 47-1272243
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
38th percentile
Higher debt load relative to assets than 38% of similar nonprofits.
Liabilities / Revenue
82nd percentile
Higher debt load relative to revenue than 82% of similar nonprofits.
Net Margin
85th percentile
Higher net margin than 85% of similar nonprofits.
Top Officer Pay
63rd percentile
Higher top officer pay than 63% of similar nonprofits.
Top officer pay equals 8.2% of source-year revenue.
Asset Growth
49th percentile
Faster asset growth than 49% of similar nonprofits.
Revenue Growth
8th percentile
Faster revenue growth than 8% of similar nonprofits.
Assets
Up$58,854,697
Up $2,382,831 (+4.2%) from 2018
Net Assets
Up$49,359,279
Up $1,435,842 (+3.0%) from 2018
Liabilities
Up$9,495,418
Up $946,989 (+11%) from 2018
Revenue
Down$5,403,795
Down $2,555,822 (-32%) from 2018
Expenses
Up$3,730,014
Up $299,687 (+8.7%) from 2018
Net Income
Down$1,673,781
Down $2,855,509 (-63%) from 2018
The organization was formed to further the exempt purposes of roessler-chadwick foundation (the foundation) by operating as a supporting organization to the foundation.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $29,174,842 | $31,773,923 | ▲ $2,599,081 |
| Land, Buildings, and Equipment, Net | $17,440,349 | $19,513,082 | ▲ $2,072,733 |
| Savings and Temporary Cash Investments | $5,745,576 | $4,871,710 | ▼ $873,866 |
| Pledges and Grants Receivable | $2,365,308 | $1,221,332 | ▼ $1,143,976 |
| Accounts Receivable | $25,857 | $29,683 | ▲ $3,826 |
| Total Assets | $56,471,866 | $58,854,697 | ▲ $2,382,831 |
| Other Assets Total | $1,719,934 | $1,444,967 | ▼ $274,967 |
| Liabilities | |||
| Tax Exempt Bond Liabilities | $4,633,450 | $5,916,794 | ▲ $1,283,344 |
| Other Liabilities | $3,387,567 | $3,336,246 | ▼ $51,321 |
| Accounts Payable and Accrued Expenses | $527,412 | $242,378 | ▼ $285,034 |
| Total Liabilities | $8,548,429 | $9,495,418 | ▲ $946,989 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $33,233,149 | $33,093,405 | ▼ $139,744 |
| Temporarily Rstr Net Assets | $10,341,270 | $11,916,856 | ▲ $1,575,586 |
| Permanently Rstr Net Assets | $4,349,018 | $4,349,018 | → $0 |
| Total Net Assets Fund Balance | $47,923,437 | $49,359,279 | ▲ $1,435,842 |
| Total Liabilities and Net Assets / Fund Balance | $56,471,866 | $58,854,697 | ▲ $2,382,831 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $17,026,885 | $15,313,884 | $32,340,769 |
| Land | $2,266,053 | - | $2,266,053 |
| Other Land Buildings | $220,144 | $965,611 | $1,185,755 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2018 | $34,079,680 | $416,540 | ▲ $1,731,453 | - | $35,053,370 |
| 2017 | $29,768,585 | $4,041,335 | ▲ $1,663,113 | - | $34,079,680 |
| 2016 | $27,523,415 | $277,123 | ▲ $3,207,143 | - | $29,768,585 |
| 2015 | - | $29,092,978 | ▼ $581,176 | - | $27,523,415 |
| Name | Title | Base | Other | Total |
|---|---|---|---|---|
| Frederick T Hill | President | $98,334 | $11,637 | $109,971 |
| John Kjenner | CFO | $64,929 | $25,468 | $90,397 |
| Name | Title |
|---|---|
| Nick Richardson | Chair |
| Charles Toups | Vice Chair |
| Christine Bucklin | Trustee |
| Glen Payne | Trustee |
| Jennie Nash Robertson | Trustee |
| John Dryden | Trustee |
| Kurt R Gibbs | Trustee |
| LYNNE ROSENBERG '81 | Trustee |
| Linda Mcloughlin Figel | Trustee |
| Lisa a Petrie | Trustee |
| Matthew Wilson | Trustee |
| PHILIP C CHEN '90 | Trustee |
| Patrice Harmon | Trustee |
| Robert Schuchard | Trustee |
| Ruth Macfarlane | Trustee |
| Saskia Subramanian | Trustee |
| Ted Haile | Trustee |
| Velveth Schmitz | Trustee |
| Wayne Song | Trustee |
| J Allison Quinlan | Secretary |
| Gregg Tenser | Treasurer |
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Securities Publicly Traded | 2 | $74,882 | Fair Market Value (FMV) |
| Total Noncash Contributions | 2 | $74,882 | - |
| Line Item | Amount |
|---|---|
| Other Expenses | $1,933,426 |
| Grants and Similar Amounts Paid | $1,570,742 |
| Salaries, Compensation, and Employee Benefits | $225,846 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $1,570,742 | - | - | $1,570,742 |
| Depreciation Depletion | $855,963 | $195,589 | - | $1,051,552 |
| Occupancy | $219,045 | $50,052 | - | $269,097 |
| Current Officers, Directors, Trustees, and Key Employees | - | $210,255 | - | $210,255 |
| Fees for Services Legal | - | $184,210 | - | $184,210 |
| Fees for Service Investment Mgmnt Fees | - | $90,321 | - | $90,321 |
| Fees for Services Accounting | - | $41,750 | - | $41,750 |
| Fees for Services Other | - | $35,432 | - | $35,432 |
| Payroll Taxes | - | $15,591 | - | $15,591 |
| Travel | - | $12,457 | - | $12,457 |
| Conferences and Meetings | - | $8,000 | - | $8,000 |
| All Other Expenses | - | $5,272 | - | $5,272 |
| Other Expenses | $189,473 | $2,376 | - | $2,376 |
| Insurance | - | $348 | - | $348 |
| Office Expenses | - | $184 | - | $184 |
| Total Functional Expenses | $2,835,223 | $894,791 | $0 | $3,730,014 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Roessler-chadwick Foundation | Palos Verdes Peninsula, CA | 501(c)(3) | Endowment Appropriations | $1,152,817 |
| Roessler-chadwick Foundation | Palos Verdes Peninsula, CA | 501(c)(3) | General Support | $417,925 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Due to Combined Branches | $3,336,246 |
| Bond | Issuer | Issued | Issue Price | Purpose |
|---|---|---|---|---|
| A | California Infrastructure & Economic Development Bank | 2017-12-01 | - | Acquisition and improvement of facilities |
| Bond | Total Proceeds | Spent | Retired | Issuance Costs |
|---|---|---|---|---|
| A | $18,000,000 | - | - | $730,672 |
“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.”
“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.”
“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.”
“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.”
“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.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 527412 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 242378 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 25857 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 29683 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | THE ORGANIZATION WAS FORMED TO FURTHER THE EXEMPT PURPOSES OF ROESSLER-CHADWICK FOUNDATION (THE FOUNDATION) BY OPERATING AS A SUPPORTING ORGANIZATION TO THE FOUNDATION. |
| IRS990/AllOtherContributionsAmt | 0 | 1580249 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 5272 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 5272 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | JOHN KJENNER |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 3103771543 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 26800 S ACADEMY DR |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | PALOS VERDES PENINSULA |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 90274 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 210255 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 210255 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 8000 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 8000 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 1 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 1580249 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 1570742 |
| IRS990/CYInvestmentIncomeAmt | 0 | 2127792 |
| IRS990/CYOtherExpensesAmt | 0 | 1933426 |
| IRS990/CYOtherRevenueAmt | 0 | 174156 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 1521598 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 1673781 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 225846 |
| IRS990/CYTotalExpensesAmt | 0 | 3730014 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 5403795 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 1 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 195589 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 855963 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 1051552 |
| IRS990/Desc | 0 | THE ORGANIZATION PROVIDES SUPPORTING ACTIVITIES THAT PRIMARILY CONSIST OF HOLDING, INVESTING AND MANAGING ASSETS RECEIVED FROM THE ROESSLER-CHADWICK FOUNDATION (THE FOUNDATION) AND MAKING EXPENDITURES FOR THE BENEFIT OF THE FOUNDATION AND ITS STUDENTS, INCLUDING PROVIDING A SOURCE OF FUNDING FOR THE FOUNDATION'S FINANCIAL AID PROGRAM, AND ENGAGING IN RELATED MANAGERIAL FUNCTIONS. BY SEPARATING THE MANAGEMENT OF THE REAL ESTATE AND INVESTMENTS PREVIOUSLY HELD BY THE FOUNDATION, THE FOUNDATION IS NOW ABLE TO FOCUS IN GREATER PART ON THE OPERATIONS AND EDUCATIONAL MISSION OF EACH OF ITS SCHOOLS WHILE THE ORGANIZATION IS FOCUSED ON ASSET MANAGEMENT, FINANCIAL PLANNING, AND OVERARCHING STRATEGIES FOR THE BENEFIT OF THE FOUNDATION. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 4 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/EscrowAccountInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 2835223 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 41750 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 41750 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 184210 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 184210 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 35432 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 35432 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 90321 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 90321 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 10 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 11 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 12 | 40.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 13 | 40.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 17 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 18 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 19 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 20 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 21 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 22 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 16 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 17 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 18 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 19 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 20 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 21 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 21 | 30101 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 22 | 4218 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | NICK RICHARDSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | CHARLES TOUPS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | GREGG TENSER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | J ALLISON QUINLAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | CHRISTINE BUCKLIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | PHILIP C CHEN '90 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | JOHN DRYDEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | LINDA MCLOUGHLIN FIGEL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | KURT R GIBBS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | TED HAILE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | RUTH MACFARLANE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | LISA A PETRIE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | JENNIE NASH ROBERTSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | LYNNE ROSENBERG '81 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | WAYNE SONG |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | SASKIA SUBRAMANIAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | GLEN PAYNE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | MATTHEW WILSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 18 | PATRICE HARMON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 19 | ROBERT SCHUCHARD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 20 | VELVETH SCHMITZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 21 | FREDERICK T HILL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 22 | JOHN KJENNER |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 21 | 98334 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 22 | 86179 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 21 | 315589 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 22 | 150510 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | VICE CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 18 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 19 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 20 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 21 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 22 | CFO |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 2014 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 1164038 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 22 |
| IRS990/GrantAmt | 0 | 1570742 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 1570742 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 1570742 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 5790690 |
| IRS990/GrossReceiptsAmt | 0 | 10099633 |
| IRS990/GrossRentsGrp/RealAmt | 0 | 243342 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 21 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 348 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 348 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 963754 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 963754 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 29174842 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 31773923 |
| IRS990/InvestTaxExemptBondsInd | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 16279495 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 17440349 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 19513082 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 35792577 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 4626652 |
| IRS990/LessRentalExpensesGrp/RealAmt | 0 | 69186 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | TO FURTHER THE EXEMPT PURPOSES OF ROESSLER-CHADWICK FOUNDATION (THE FOUNDATION) BY OPERATING AS A SUPPORTING ORGANIZATION TO THE FOUNDATION. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 47923437 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 49359279 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 1164038 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 1164038 |
| IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt | 0 | 174156 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 174156 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -237939 |
| IRS990/NoncashContributionsAmt | 0 | 74882 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 50052 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 219045 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 269097 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 184 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 184 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OnBehalfOfIssuerInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 1719934 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 1444967 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | PLANT OPERATION/MAINT. |
| IRS990/OtherExpensesGrp/Desc | 1 | OPERATING EXPENSE/SUPPL |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 42954 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 2376 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 189473 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 232427 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 2376 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 3387567 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 3336246 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 15591 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 15591 |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 4349018 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 4349018 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 2365308 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 1221332 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | FREDERICK T HILL |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | BRANCH CHARGES |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1521598 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 1521598 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 5547654 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 1372220 |
| IRS990/PYInvestmentIncomeAmt | 0 | 1012267 |
| IRS990/PYOtherExpensesAmt | 0 | 1694132 |
| IRS990/PYOtherRevenueAmt | 0 | 122511 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 1277185 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 4529290 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 363975 |
| IRS990/PYTotalExpensesAmt | 0 | 3430327 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 7959617 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 1673781 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 174156 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 1521598 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 5745576 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 4871710 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | 0 |
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Displayed year
2019 • Form 990Detailed filing. Detailed filing data is available for this year.