Civic Intelligence

Roessler-Chadwick Foundation Group

990 • Fiscal year 2020 • EIN 47-1272243

Jul 01, 2019 to Jun 30, 2020 • Filed on May 14, 2021

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

45th percentile

0.23x

Higher debt load relative to assets than 45% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

84th percentile

2.04x

Higher debt load relative to revenue than 84% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$694,586

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Asset Growth

67th percentile

13%

Faster asset growth than 67% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

38%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$66,360,739

Up $7,506,042 (+13%) from 2019

Net Assets

Up

$51,144,546

Up $1,785,267 (+3.6%) from 2019

Liabilities

Up

$15,216,193

Up $5,720,775 (+60%) from 2019

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin92nd percentile

Revenue

Up

$7,455,590

Up $2,051,795 (+38%) from 2019

Expenses

Down

$3,408,300

Down $321,714 (-8.6%) from 2019

Net Income

Up

$4,047,290

Up $2,373,509 (+142%) from 2019

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

2020

Assets$66,360,739
Liabilities$15,216,193
Net Assets$51,144,546
Open 2020 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

2020

Revenue$7,455,590
Expenses$3,408,300
Net Income$4,047,290
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 14, 2021
Return Version
2019v5.2
Gross Receipts
$9,169,109
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$31,773,923$38,053,037▲ $6,279,114
Land, Buildings, and Equipment, Net$19,513,082$23,128,115▲ $3,615,033
Pledges and Grants Receivable$1,221,332$1,995,220▲ $773,888
Savings and Temporary Cash Investments$4,871,710$1,611,979▼ $3,259,731
Accounts Receivable$29,683$84,400▲ $54,717
Total Assets$58,854,697$66,360,739▲ $7,506,042
Other Assets Total$1,444,967$1,487,988▲ $43,021
Liabilities
Other Liabilities$3,336,246$8,977,039▲ $5,640,793
Tax Exempt Bond Liabilities$5,916,794$5,938,369▲ $21,575
Accounts Payable and Accrued Expenses$242,378$300,785▲ $58,407
Total Liabilities$9,495,418$15,216,193▲ $5,720,775
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$33,093,405$33,015,315▼ $78,090
Net Assets With Donor Restrictions$16,265,874$18,129,231▲ $1,863,357
Total Net Assets Fund Balance$49,359,279$51,144,546▲ $1,785,267
Total Liabilities and Net Assets / Fund Balance$58,854,697$66,360,739▲ $7,506,042

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$19,886,874$16,385,216$36,272,090
Land$2,266,053-$2,266,053
Other Land Buildings$975,188$1,084,322$2,059,510

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$35,053,370$826,525▲ $1,413,469-$36,008,863
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
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleBaseOtherTotal
John KjennerC.f.o.$151,941$3,817$155,758
Frederick T HillPresident$50,422$644,164$50,422

Board Members and Trustees

NameTitle
Nick RichardsonChair
Robert SchuchardVice Chair
Allison QuinlanTrustee
Armand DawkinsTrustee
Charles ToupsTrustee
Glen PayneTrustee
John DrydenTrustee
Kurt R GibbsTrustee
Lisa a PetrieTrustee
Lynne RosenbergTrustee
Matt WilsonTrustee
Patrice HarmonTrustee
Ruth MacfarlaneTrustee
Saskia SubramanianTrustee
Velveth SchmitzTrustee
Wayne SongTrustee
Christine BucklinSecretary
Gregg TenserTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,520,420
Program Service Revenue
$1,497,917
Investment Income
$3,206,289
Other Revenue
$230,964
All Other Contributions
$1,983,760
Change in Net Assets
$4,047,290

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$762,053Fair Market Value (FMV)
Total Noncash Contributions3$762,053-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,962,477
Grants and Similar Amounts Paid$1,262,591
Salaries, Compensation, and Employee Benefits$183,232
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,262,591--$1,262,591
Depreciation Depletion$969,885$220,158-$1,190,043
Occupancy$251,755$57,527-$309,282
Current Officers, Directors, Trustees, and Key Employees-$166,805-$166,805
Fees for Service Investment Mgmnt Fees-$85,655-$85,655
Fees for Services Legal-$77,294-$77,294
Fees for Services Accounting-$61,500-$61,500
Fees for Services Other-$23,997-$23,997
Payroll Taxes-$16,427-$16,427
All Other Expenses-$4,061-$4,061
Travel-$3,161-$3,161
Other Expenses$166,835$2,068-$2,068
Conferences and Meetings-$401-$401
Office Expenses-$58-$58
Total Functional Expenses$2,651,066$757,234$0$3,408,300
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Roessler-chadwick FoundationPalos Verdes Peninsula, CA501(c)(3)Endowment Appropriations$1,262,591
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$8,977,039

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACalifornia Infrastructure & Economic Development Bank2017-12-01-Acquisition and improvement of facilities

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$18,000,000--$730,672

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
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

“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
2021-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frederick T Hill
Formed
2014
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
18
Employees
4
Volunteers
19

Preparer

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

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.”

Raw XML AppendixShowing 400 of 702 raw XML fields

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IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt01262591
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IRS990/GrantsToOrganizationsInd01
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IRS990/GrossReceiptsAmt09169109
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IRS990/IndoorTanningServicesInd00
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IRS990/LessRentalExpensesGrp/RealAmt028134
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02292639
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0230964
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IRS990/NetUnrlzdGainsLossesInvstAmt0-2262023
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IRS990/NoncashContributionsAmt0762053
IRS990/NondeductibleContributionsInd00
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IRS990/OccupancyGrp/ProgramServicesAmt0251755
IRS990/OccupancyGrp/TotalAmt0309282
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt058
IRS990/OfficeExpensesGrp/TotalAmt058
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,360,739
Liabilities
$15,216,193
Net assets
$51,144,546
Revenue
$7,455,590
Expenses
$3,408,300
Net income
$4,047,290
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
2020Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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