Civic Intelligence

Roessler-Chadwick Foundation Group

990 • Fiscal year 2023 • EIN 47-1272243

Jul 01, 2022 to Jun 30, 2023 • Filed on May 14, 2024

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

42nd percentile

0.19x

Higher debt load relative to assets than 42% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

91st percentile

3.69x

Higher debt load relative to revenue than 91% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

9th percentile

-31%

Higher net margin than 9% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

42nd percentile

$309,546

Higher top officer pay than 42% of similar nonprofits.

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

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

40th percentile

3.7%

Faster asset growth than 40% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

14%

Faster revenue growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$65,940,877

Up $2,362,788 (+3.7%) from 2022

Net Assets

Up

$53,659,713

Up $2,003,034 (+3.9%) from 2022

Liabilities

Up

$12,281,164

Up $359,754 (+3.0%) from 2022

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin9th percentile

Revenue

Up

$3,323,944

Up $412,925 (+14%) from 2022

Expenses

Up

$4,346,063

Up $202,665 (+4.9%) from 2022

Net Income

Up

-$1,022,119

Up $210,260 (+17%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2023

Assets$65,940,877
Liabilities$12,281,164
Net Assets$53,659,713
Open 2023 Filing

Operations Trend

Revenue Growth71st 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

2023

Revenue$3,323,944
Expenses$4,346,063
Net Income-$1,022,119
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2024
Return Version
2022v5.0
Gross Receipts
$12,176,321
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$36,674,612$38,889,422▲ $2,214,810
Land, Buildings, and Equipment, Net$22,778,692$22,723,461▼ $55,231
Savings and Temporary Cash Investments$749,359$1,939,852▲ $1,190,493
Pledges and Grants Receivable$734,474$753,448▲ $18,974
Accounts Receivable$462,514--
Cash and Non-Interest-Bearing Accounts$763,634$4,198▼ $759,436
Total Assets$63,578,089$65,940,877▲ $2,362,788
Other Assets Total$1,414,804$1,630,496▲ $215,692
Liabilities
Tax Exempt Bond Liabilities$10,730,408$10,763,802▲ $33,394
Other Liabilities$980,138$1,237,873▲ $257,735
Accounts Payable and Accrued Expenses$210,864$279,489▲ $68,625
Total Liabilities$11,921,410$12,281,164▲ $359,754
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$34,531,003$35,214,042▲ $683,039
Net Assets With Donor Restrictions$17,125,676$18,445,671▲ $1,319,995
Total Net Assets Fund Balance$51,656,679$53,659,713▲ $2,003,034
Total Liabilities and Net Assets / Fund Balance$63,578,089$65,940,877▲ $2,362,788

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$19,262,961$20,157,612$39,420,573
Other Land Buildings$905,053$1,652,792$2,557,845
Land$2,266,053-$2,266,053
Leasehold Improvements$289,394$228,923$518,317

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$37,415,846-▲ $4,694,176-$40,563,826
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
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John KjennerCFOFT$264,684$44,862$309,546
Frederick T HillPresidentPT$106,735$25,818$132,553

Board Members and Trustees

NameTitle
Robert SchuchardChair
Ray RavagliaVice Chair
Armand DawkinsDirector
Eden WarnerDirector
Garfield SmithDirector
Jared FeltDirector
John DrydenDirector
Patrice HarmonDirector
Paul ChenDirector
Rachel Dero DerogatisDirector
Rachel NguyenDirector
Saskia SubramanianDirector
Tom MooneyDirector
Velveth SchmitzDirector
Anne SevernsSecretary
Ian EddlestonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$780,364
Program Service Revenue
$883,802
Investment Income
$1,368,612
Other Revenue
$291,166
All Other Contributions
$780,364
Change in Net Assets
$-1,022,119
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,316,321
Grants and Similar Amounts Paid$1,520,373
Salaries, Compensation, and Employee Benefits$509,369
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$1,306,351$298,503-$1,604,854
Grants to Domestic Orgs$1,520,373--$1,520,373
Current Officers, Directors, Trustees, and Key Employees-$463,367-$463,367
Occupancy$292,989$66,948-$359,937
Fees for Services Legal-$123,363-$123,363
Fees for Service Investment Mgmnt Fees-$106,147-$106,147
Fees for Services Accounting-$65,000-$65,000
Other Salaries and Wages-$24,475-$24,475
Payroll Taxes-$21,527-$21,527
Fees for Services Other-$11,517-$11,517
Travel-$9,956-$9,956
Other Expenses-$1,902-$1,902
Insurance-$1,204-$1,204
Conferences and Meetings-$1,100-$1,100
Office Expenses-$616-$616
Total Functional Expenses$3,119,713$1,226,350$0$4,346,063
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Roessler-chadwick FoundationPalos Verdes Peninsula, CA501(c)(3)Endowment Appropriations$1,520,373

International Summary

Offices
1
Employees
1
Spending
$132,152

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$132,152
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$1,045,821
Finance Lease Liabilities$192,052

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 distributed to the board of directors 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
2024-05-14
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
21

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 1,373,111. Fund transfer -563,284. Project termination costs -392,475.”

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.”

Raw XML AppendixShowing 400 of 708 raw XML fields

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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0210864
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0279489
IRS990/AccountsReceivableGrp/BOYAmt0462514
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ORGANIZATION WAS FORMED TO FURTHER THE EXEMPT PURPOSES OF ROESSLER-CHADWICK FOUNDATION (THE FOUNDATION) BY OPERATING AS A SUPPORTING ORGANIZATION TO THE FOUNDATION.
IRS990/AllOtherContributionsAmt0780364
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0JOHN KJENNER
IRS990/BooksInCareOfDetail/PhoneNum03103771543
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt026800 S ACADEMY DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0PALOS VERDES PENINSULA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090274
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0763634
IRS990/CashNonInterestBearingGrp/EOYAmt04198
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0463367
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0463367
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01100
IRS990/ConferencesMeetingsGrp/TotalAmt01100
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0780364
IRS990/CYGrantsAndSimilarPaidAmt01520373
IRS990/CYInvestmentIncomeAmt01368612
IRS990/CYOtherExpensesAmt02316321
IRS990/CYOtherRevenueAmt0291166
IRS990/CYProgramServiceRevenueAmt0883802
IRS990/CYRevenuesLessExpensesAmt0-1022119
IRS990/CYSalariesCompEmpBnftPaidAmt0509369
IRS990/CYTotalExpensesAmt04346063
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03323944
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0298503
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01306351
IRS990/DepreciationDepletionGrp/TotalAmt01604854
IRS990/Desc0THE 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/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt017125676
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt018445671
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt03119713
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt065000
IRS990/FeesForServicesAccountingGrp/TotalAmt065000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0123363
IRS990/FeesForServicesLegalGrp/TotalAmt0123363
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt011517
IRS990/FeesForServicesOtherGrp/TotalAmt011517
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0106147
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0106147
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd01
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1240.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt025818
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1744862
IRS990/Form990PartVIISectionAGrp/PersonNm0FREDERICK T HILL
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT SCHUCHARD
IRS990/Form990PartVIISectionAGrp/PersonNm2RAY RAVAGLIA
IRS990/Form990PartVIISectionAGrp/PersonNm3ANNE SEVERNS
IRS990/Form990PartVIISectionAGrp/PersonNm4IAN EDDLESTON
IRS990/Form990PartVIISectionAGrp/PersonNm5PAUL CHEN
IRS990/Form990PartVIISectionAGrp/PersonNm6ARMAND DAWKINS
IRS990/Form990PartVIISectionAGrp/PersonNm7EDEN WARNER
IRS990/Form990PartVIISectionAGrp/PersonNm8GARFIELD SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm9JARED FELT
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN DRYDEN
IRS990/Form990PartVIISectionAGrp/PersonNm11PATRICE HARMON
IRS990/Form990PartVIISectionAGrp/PersonNm12RACHEL NGUYEN
IRS990/Form990PartVIISectionAGrp/PersonNm13RACHEL DERO DEROGATIS
IRS990/Form990PartVIISectionAGrp/PersonNm14TOM MOONEY
IRS990/Form990PartVIISectionAGrp/PersonNm15SASKIA SUBRAMANIAN
IRS990/Form990PartVIISectionAGrp/PersonNm16VELVETH SCHMITZ
IRS990/Form990PartVIISectionAGrp/PersonNm17JOHN KJENNER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0106735
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17264684
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-165
IRS990/GainOrLossGrp/SecuritiesAmt0491765
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt01520373
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01520373
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01520373
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt09325010
IRS990/GrossReceiptsAmt012176321
IRS990/GrossRentsGrp/RealAmt0150080
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01204
IRS990/InsuranceGrp/TotalAmt01204
IRS990/InvestmentIncomeGrp/ExclusionAmt0877012
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0877012
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt036674612
IRS990/InvestmentsPubTradedSecGrp/EOYAmt038889422
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt022039327
IRS990/LandBldgEquipBasisNetGrp/BOYAmt022778692
IRS990/LandBldgEquipBasisNetGrp/EOYAmt022723461
IRS990/LandBldgEquipCostOrOtherBssAmt044762788
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0165
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08833245
IRS990/LessRentalExpensesGrp/RealAmt018967
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/NetAssetsOrFundBalancesBOYAmt051656679
IRS990/NetAssetsOrFundBalancesEOYAmt053659713
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0491600
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0491600
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0131113
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0131113
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02607801
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt034531003
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt035214042
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt066948
IRS990/OccupancyGrp/ProgramServicesAmt0292989
IRS990/OccupancyGrp/TotalAmt0359937
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0616
IRS990/OfficeExpensesGrp/TotalAmt0616
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01414804
IRS990/OtherAssetsTotalGrp/EOYAmt01630496
IRS990/OtherChangesInNetAssetsAmt0417352
IRS990/OtherExpensesGrp/Desc0ALL OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc1OPERATING EXPENSE/SUPPL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt030725
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11902
IRS990/OtherExpensesGrp/TotalAmt030725
IRS990/OtherExpensesGrp/TotalAmt11902
IRS990/OtherLiabilitiesGrp/BOYAmt0980138
IRS990/OtherLiabilitiesGrp/EOYAmt01237873
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT SERVICE
IRS990/OtherRevenueMiscGrp/ExclusionAmt0160053
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0160053
IRS990/OtherRevenueTotalAmt0160053
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt024475
IRS990/OtherSalariesAndWagesGrp/TotalAmt024475
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt021527
IRS990/PayrollTaxesGrp/TotalAmt021527
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0734474
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0753448
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0FREDERICK T HILL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0BRANCH CHARGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0883802
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0883802
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt067868
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01363143
IRS990/PYInvestmentIncomeAmt01882539
IRS990/PYOtherExpensesAmt02336982
IRS990/PYOtherRevenueAmt0338565
IRS990/PYProgramServiceRevenueAmt0622047
IRS990/PYRevenuesLessExpensesAmt0-1232379
IRS990/PYSalariesCompEmpBnftPaidAmt0443273
IRS990/PYTotalExpensesAmt04143398
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02911019
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1022119
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0131113
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0883802
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0749359
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01939852
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/SupportAmt01520373
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROESSLER-CHADWICK FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt01520373
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,940,877
Liabilities
$12,281,164
Net assets
$53,659,713
Revenue
$3,323,944
Expenses
$4,346,063
Net income
-$1,022,119
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
2023Detailed filing. Detailed filing data is available for this year.$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
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