Civic Intelligence

Roessler-Chadwick Foundation Group

990 • Fiscal year 2022 • EIN 47-1272243

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 26, 2023

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

43rd percentile

0.19x

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

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

92nd percentile

4.10x

Higher debt load relative to revenue than 92% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Net Margin

6th percentile

-42%

Higher net margin than 6% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

84th percentile

$784,383

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 26.9% of source-year revenue.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Asset Growth

13th percentile

-14%

Faster asset growth than 13% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

81st percentile

30%

Faster revenue growth than 81% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$63,578,089

Down $9,975,776 (-14%) from 2021

Net Assets

Down

$51,656,679

Down $8,979,946 (-15%) from 2021

Liabilities

Down

$11,921,410

Down $995,830 (-7.7%) from 2021

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin6th percentile

Revenue

Up

$2,911,019

Up $666,385 (+30%) from 2021

Expenses

Up

$4,143,398

Up $455,465 (+12%) from 2021

Net Income

Up

-$1,232,379

Up $210,920 (+15%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2022

Assets$63,578,089
Liabilities$11,921,410
Net Assets$51,656,679
Open 2022 Filing

Operations Trend

Revenue Growth81st 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

2022

Revenue$2,911,019
Expenses$4,143,398
Net Income-$1,232,379
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 26, 2023
Return Version
2021v4.2
Gross Receipts
$18,226,428
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$45,950,947$36,674,612▼ $9,276,335
Land, Buildings, and Equipment, Net$23,503,121$22,778,692▼ $724,429
Cash and Non-Interest-Bearing Accounts-$763,634-
Savings and Temporary Cash Investments$923,079$749,359▼ $173,720
Pledges and Grants Receivable$1,123,429$734,474▼ $388,955
Accounts Receivable$674,136$462,514▼ $211,622
Total Assets$73,553,865$63,578,089▼ $9,975,776
Other Assets Total$1,379,153$1,414,804▲ $35,651
Liabilities
Tax Exempt Bond Liabilities$10,697,200$10,730,408▲ $33,208
Other Liabilities$1,743,305$980,138▼ $763,167
Accounts Payable and Accrued Expenses$476,735$210,864▼ $265,871
Total Liabilities$12,917,240$11,921,410▼ $995,830
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$40,095,899$34,531,003▼ $5,564,896
Net Assets With Donor Restrictions$20,540,726$17,125,676▼ $3,415,050
Total Net Assets Fund Balance$60,636,625$51,656,679▼ $8,979,946
Total Liabilities and Net Assets / Fund Balance$73,553,865$63,578,089▼ $9,975,776

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$19,406,935$18,852,479$38,259,414
Land$2,266,053-$2,266,053
Other Land Buildings$712,647$1,456,735$2,169,382
Leasehold Improvements$393,057$125,260$518,317

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$45,712,708$67,865▼ $6,817,871-$37,415,846
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
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleBaseOtherTotal
John KjennerCFO$259,469$43,133$302,602
Frederick T HillPresident$101,061$32,123$133,184

Board Members and Trustees

NameTitle
Nick RichardsonChair
Robert SchuchardVice Chair
Anne SevernsDirector
Armand DawkinsDirector
Eden WarnerDirector
Garfield SmithDirector
Ian EddlestonDirector
John DrydenDirector
Patrice HarmonDirector
Rachel Dero DerogatisDirector
Rachel NguyenDirector
Ray RavagliaDirector
Ruth MacfarlaneDirector
Saskia SubramanianDirector
Velveth SchmitzDirector
Jared FeltSecretary
Matt WilsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$67,868
Program Service Revenue
$622,047
Investment Income
$1,882,539
Other Revenue
$338,565
All Other Contributions
$67,868
Change in Net Assets
$-1,232,379
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,336,982
Grants and Similar Amounts Paid$1,363,143
Salaries, Compensation, and Employee Benefits$443,273
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$1,248,845$285,363-$1,534,208
Grants to Domestic Orgs$1,363,143--$1,363,143
Current Officers, Directors, Trustees, and Key Employees-$424,214-$424,214
Occupancy$292,935$66,936-$359,871
Fees for Service Investment Mgmnt Fees-$120,657-$120,657
Fees for Services Accounting-$82,857-$82,857
Fees for Services Legal-$33,285-$33,285
Payroll Taxes-$19,059-$19,059
Fees for Services Other-$16,000-$16,000
Travel-$5,584-$5,584
Other Expenses-$3,220-$3,220
Conferences and Meetings-$2,032-$2,032
Office Expenses-$734-$734
Total Functional Expenses$2,904,923$1,238,475$0$4,143,398
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Roessler-chadwick FoundationPalos Verdes Peninsula, CA501(c)(3)Endowment Appropriations$1,363,143

International Summary

Offices
1
Employees
1
Spending
$108,828

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
South KoreaSalary Paid to Officer Residing in South Korea-11$108,828
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$692,060
Finance Lease Liabilities$288,078

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

“Describe the process the organizations uses to review form 990. 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

“Describe how the organization monitors and enforces compliance with its conflict of interest policy. 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
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
2023-09-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frederick T Hill
Formed
2014
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
17
Employees
2
Volunteers
17

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Capital expenditure appropriation 753,254.”

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:

“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. 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/PersonNm0FREDERICK T HILL
IRS990/Form990PartVIISectionAGrp/PersonNm1NICK RICHARDSON
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT SCHUCHARD
IRS990/Form990PartVIISectionAGrp/PersonNm3JARED FELT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18CFO
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IRS990/GrossReceiptsAmt018226428
IRS990/GrossRentsGrp/RealAmt083700
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IRS990/IncludeFIN48FootnoteInd01
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IRS990/IndoorTanningServicesInd00
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetUnrlzdGainsLossesInvstAmt0-8500821
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IRS990/OccupancyGrp/ProgramServicesAmt0292935
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0734
IRS990/OfficeExpensesGrp/TotalAmt0734
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,578,089
Liabilities
$11,921,410
Net assets
$51,656,679
Revenue
$2,911,019
Expenses
$4,143,398
Net income
-$1,232,379
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
2022Detailed filing. Detailed filing data is available for this year.$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
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