Civic Intelligence

Roessler-Chadwick Foundation Group

990 • Fiscal year 2021 • EIN 47-1272243

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

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

(213) 633-6878

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.18x

Higher debt load relative to assets than 43% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

94th percentile

5.75x

Higher debt load relative to revenue than 94% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

3rd percentile

-64%

Higher net margin than 3% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

83rd percentile

$708,874

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 31.6% of source-year revenue.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

49th percentile

11%

Faster asset growth than 49% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-70%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$73,553,865

Up $7,193,126 (+11%) from 2020

Net Assets

Up

$60,636,625

Up $9,492,079 (+19%) from 2020

Liabilities

Down

$12,917,240

Down $2,298,953 (-15%) from 2020

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin3rd percentile

Revenue

Down

$2,244,634

Down $5,210,956 (-70%) from 2020

Expenses

Up

$3,687,933

Up $279,633 (+8.2%) from 2020

Net Income

Down

-$1,443,299

Down $5,490,589 (-136%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2021

Assets$73,553,865
Liabilities$12,917,240
Net Assets$60,636,625
Open 2021 Filing

Operations Trend

Revenue Growth2nd 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

2021

Revenue$2,244,634
Expenses$3,687,933
Net Income-$1,443,299
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.2
Gross Receipts
$19,250,067
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$38,053,037$45,950,947▲ $7,897,910
Land, Buildings, and Equipment, Net$23,128,115$23,503,121▲ $375,006
Pledges and Grants Receivable$1,995,220$1,123,429▼ $871,791
Savings and Temporary Cash Investments$1,611,979$923,079▼ $688,900
Accounts Receivable$84,400$674,136▲ $589,736
Total Assets$66,360,739$73,553,865▲ $7,193,126
Other Assets Total$1,487,988$1,379,153▼ $108,835
Liabilities
Tax Exempt Bond Liabilities$5,938,369$10,697,200▲ $4,758,831
Other Liabilities$8,977,039$1,743,305▼ $7,233,734
Accounts Payable and Accrued Expenses$300,785$476,735▲ $175,950
Total Liabilities$15,216,193$12,917,240▼ $2,298,953
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$33,015,315$40,095,899▲ $7,080,584
Net Assets With Donor Restrictions$18,129,231$20,540,726▲ $2,411,495
Total Net Assets Fund Balance$51,144,546$60,636,625▲ $9,492,079
Total Liabilities and Net Assets / Fund Balance$66,360,739$73,553,865▲ $7,193,126

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$19,929,835$17,553,818$37,483,653
Land$2,266,053-$2,266,053
Other Land Buildings$810,513$1,281,060$2,091,573
Leasehold Improvements$496,720$21,597$518,317

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$36,008,863$260,150▲ $10,730,893-$45,712,708
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
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleBaseOtherTotal
John KjennerC.f.o.$194,496$12,908$207,404
Frederick T HillPresident$50,576$658,298$50,576

Board Members and Trustees

NameTitle
Nick RichardsonChair
Velveth SchmitzChair
Robert SchuchardVice Chair
Armand DawkinsTrustee
Eden WarnerTrustee
Glen Payne Thru 411Trustee
Ian EddlestonTrustee
Jared FeltTrustee
John DrydenTrustee
Lynne RosenbergTrustee
Matt WilsonTrustee
Patrice HarmonTrustee
Ruth MacfarlaneTrustee
Saskia SubramanianTrustee
Christine BucklinSecretary
Gregg TenserTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$280,912
Program Service Revenue
$944,949
Investment Income
$700,963
Other Revenue
$317,810
All Other Contributions
$280,912
Change in Net Assets
$-1,443,299

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 Traded2$120,444Fair Market Value (FMV)
Total Noncash Contributions2$120,444-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,146,240
Grants and Similar Amounts Paid$1,264,265
Salaries, Compensation, and Employee Benefits$277,428
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$1,164,611$266,115-$1,430,726
Grants to Domestic Orgs$1,264,265--$1,264,265
Occupancy$310,795$71,017-$381,812
Current Officers, Directors, Trustees, and Key Employees-$258,436-$258,436
Fees for Services Legal-$103,833-$103,833
Fees for Service Investment Mgmnt Fees-$103,319-$103,319
Fees for Services Accounting-$56,950-$56,950
Payroll Taxes-$18,992-$18,992
Fees for Services Other-$15,000-$15,000
All Other Expenses-$3,666-$3,666
Other Expenses$37,277$3,631-$3,631
Travel-$796-$796
Conferences and Meetings-$617-$617
Office Expenses-$95-$95
Total Functional Expenses$2,776,948$910,985$0$3,687,933
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Roessler-chadwick FoundationPalos Verdes Peninsula, CA501(c)(3)Endowment Appropriations$1,264,265
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$1,359,202
Finance Lease Liabilities$384,103

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACalifornia Infrastructure & Economic Development Bank2020-12-23-Acquisition and improvement of facilities

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$21,000,000--$902,110

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
2136336878
Address
26800 S ACADEMY DRIVE, PALOS VERDES PENINSULA, CA 90274

Signing Officer

Name
John Kjenner
Title
CFO
Phone
2136336878
Signed
2022-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frederick T Hill
Formed
2014
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
16
Employees
2
Volunteers
19

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:

“Capital expenditure appropriation 2,008,418.”

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/PersonNm1NICK RICHARDSON
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,553,865
Liabilities
$12,917,240
Net assets
$60,636,625
Revenue
$2,244,634
Expenses
$3,687,933
Net income
-$1,443,299
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
2021Detailed filing. Detailed filing data is available for this year.$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
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