CHANDLER SCHOOL: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CHANDLER SCHOOL (EIN 95-1983538)
- Tax period
- 2023-08-01 to 2024-07-31
- Filed
- 2025-05-30
- IRS object ID
- 202531509349300118
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-30T12:49:26-05:00 | ReturnTs |
| Tax Period End | 2024-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK E 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951983538 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHANDLER SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAN | BusinessNameControlTxt |
| Phone | 6267959314 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 ARMADA DRIVE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JARED FRANZ | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6267959314 | PhoneNum |
| Signature | 2025-05-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN LO | PreparerPersonNm |
| PTIN | P02141262 | PTIN |
| Phone | 3102732501 | PhoneNum |
| Preparation | 2025-05-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN FINCH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 ARMADA DRIVE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $33,653,771 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CHANDLERSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | INDEPENDENT, COEDUCATIONAL SCHOOL PROVIDING INSTRUCTION TO KINDERGARTEN THROUGH EIGHTH GRADE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 134 | TotalEmployeeCnt |
| Total Volunteers | 58 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,704,187 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,369,777 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,290,939 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,291,124 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,519,581 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,421,944 | CYInvestmentIncomeAmt |
| PY Other Revenue | $85,237 | PYOtherRevenueAmt |
| CY Other Revenue | -$16,063 | CYOtherRevenueAmt |
| PY Total Revenue | $17,599,944 | PYTotalRevenueAmt |
| CY Total Revenue | $18,066,782 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,509,320 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,634,489 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,551,123 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,085,069 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,096,145 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,210,248 | PYOtherExpensesAmt |
| CY Other Expenses | $4,953,591 | CYOtherExpensesAmt |
| PY Total Expenses | $15,270,691 | PYTotalExpensesAmt |
| CY Total Expenses | $16,673,149 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,329,253 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,393,633 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $67,233,947 | TotalAssetsBOYAmt |
| Total Assets EOY | $79,346,374 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,830,544 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,523,020 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $63,403,403 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $67,823,354 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CHANDLER'S MISSION IS TO PROVIDE EACH STUDENT WITH THE HIGHEST QUALITY AND MOST ACADEMICALLY CHALLENGING EDUCATION IN A NURTURING, BALANCED AND DIVERSE ENVIRONMENT. CHANDLER STRIVES TO HAVE ITS STUDENTS GAIN A LOVE OF LEARNING, A MEANS OF THINKING INDEPENDENTLY AND AN ABILITY TO WORK COLLABORATIVELY. A CHANDLER EDUCATION SEEKS TO DEVELOP GOOD CHARACTER, SELF-RELIANCE AND A COMMITMENT TO COMMUNITY IN STUDENTS AS A FOUNDATION FOR ACADEMIC AND PERSONAL SUCCESS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,391,577 | ExpenseAmt |
| Grant | $1,634,489 | GrantAmt |
| Revenue | $13,291,124 | RevenueAmt |
| Desc | CHANDLER SCHOOL IS AN INDEPENDENT, COEDUCATIONAL DAY SCHOOL PROVIDING INSTRUCTION TO APPROXIMATELY 450 STUDENTS IN GRADES KINDERGARTEN THROUGH EIGHTH GRADE. THE SCHOOL'S GOALS ARE TO UPHOLD THE CHANDLER TRADITION OF ACADEMIC EXCELLENCE AND INTELLECTUAL DISCIPLINE IN A PROGRAM THAT DEVELOPS THE MIND, BODY AND SPIRIT; TO PROMOTE RESPECT, TRUSTWORTHINESS, RESPONSIBILITY, FAIRNESS, CARING AND CITIZENSHIP, WHICH ARE THE CORE VALUES OF OUR SCHOOL COMMUNITY; TO FOSTER AN EDUCATIONAL ENVIRONMENT THAT VALUES AND COMMUNICATES RESPECT FOR RACIAL, RELIGIOUS, CULTURAL AND ECONOMIC DIFFERENCES, AND TO SERVE THE GREATER COMMUNITY, RECOGNIZING THAT AS MUCH IS GIVEN TO US, MUCH IS EXPECTED FROM US. | Desc |
| Total Program Service Expenses | $12,391,577 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 75 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 134 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATALIE MORALES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6267959984 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 ARMADA DRIVE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91103 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KHALILAH EL-AMIN | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARIKO HSU | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JARED FRANZ | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ERIN BAKER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHARON CUSEO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHELSEA DICKERSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SENTHIL DURAIRAJ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR CHRISTOPHER LEE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TARA GOMEZ-HAMPTON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH JOHNSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHELAN JOSEPH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR IRWIN KAW | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW LAWLER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEANETTE LOMBOY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ZAHIRAH MANN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALLISON MORGAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL REGAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR V WENDY SETIAWAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH SNYDER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE WILSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LILY WU | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EMILY BROWN | ||||||||
| HEAD OF SCHOOL (STARTING 07/23) | 40.00 | Yes (X) | $226,871 | $0 | $47,643 | |||
| NATALIE MORALES | ||||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $183,526 | $0 | $38,540 | |||
| JOHN FINCH | ||||||||
| HEAD OF SCHOOL (THRU 06/23) | 40.00 | Yes (X) | $210,699 | $0 | $44,247 | |||
| JOAN BRAVO | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $214,956 | $0 | $45,141 | Yes (X) | |||
| GRETCHEN LURIE | ||||||||
| DIRECTOR OF ADMISSIONS | 40.00 | $132,056 | $0 | $27,732 | Yes (X) | |||
| MARIA CARMEN VILLANUEVA | ||||||||
| DIRECTOR OF COMMUNICATIONS | 40.00 | $129,834 | $0 | $27,265 | Yes (X) | |||
| TREVOR SPICER | ||||||||
| DIRECTOR OF OPERATIONS AND | 40.00 | $132,793 | $0 | $27,887 | Yes (X) | |||
| ROBERT EVANS | ||||||||
| DIRECTOR OF MIDDLE SCHOOL | 40.00 | $165,129 | $0 | $34,677 | Yes (X) | |||
| HILLARY BLUNT | ||||||||
| DIRECTOR OF DIVERSITY, EQUITY, AND INCLUSION | 40.00 | $126,236 | $0 | $26,509 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,522,100 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $319,641 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 21 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ZENZOLA CONSTRUCTION INC | |||||
| PO BOX 65 | GLENDORA | CA | 91740 | CONSTRUCTION SERVICES | $364,015 |
| LEVY PREMIUM FOODSERVICE LP | |||||
| 980 N MICHIGAN AVE | CHICAGO | IL | 60611 | CATERING SERVICES | $179,152 |
| POSITIVE ADVENTURES LLC | |||||
| 4907 MORENA BLVD 1401 | SAN DIEGO | CA | 92117 | OUTDOOR EDUCATION/LEADERSHIP AND DEVELOP | $151,681 |
| HARBOR BUILDING MAINTENANCE INC | |||||
| 5011 ARGOSY AVE STE 11 | HUNTINGTON BEACH | CA | 92649 | JANITORIAL AND CLEANING SERVICES | $145,140 |
| SCOOT EDUCATION INC | |||||
| 5670 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | STAFFING SERVICES | $116,819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $298,606 | FundraisingAmt |
| All Other Contributions | $3,071,171 | AllOtherContributionsAmt |
| Noncash Contributions | $50,153 | NoncashContributionsAmt |
| Total Contributions | $3,369,777 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611710 | $12,574,909 | $12,574,909 |
| FEES AND OTHER INCOME | 611710 | $716,215 | $716,215 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,291,124 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,556,989 | TotalRevenueColumnAmt |
| Exclusion | $1,556,989 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,983,145 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,118,190 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$135,045 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$135,045 | TotalRevenueColumnAmt |
| Exclusion | -$135,045 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $452,736 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $298,606 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $468,799 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,063 | TotalRevenueColumnAmt |
| Exclusion | -$16,063 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,066,782 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,291,124 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,405,881 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,634,489 | TotalAmt |
| Program Services | $1,634,489 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $968,664 | TotalAmt |
| Program Services | $119,844 | ProgramServicesAmt |
| Management And General | $436,773 | ManagementAndGeneralAmt |
| Fundraising | $412,047 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,541,913 | TotalAmt |
| Program Services | $6,374,142 | ProgramServicesAmt |
| Management And General | $816,380 | ManagementAndGeneralAmt |
| Fundraising | $351,391 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,131 | TotalAmt |
| Program Services | $364,390 | ProgramServicesAmt |
| Management And General | $30,547 | ManagementAndGeneralAmt |
| Fundraising | $3,194 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $657,324 | TotalAmt |
| Program Services | $126,401 | ProgramServicesAmt |
| Management And General | $461,997 | ManagementAndGeneralAmt |
| Fundraising | $68,926 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,037 | TotalAmt |
| Program Services | $470,840 | ProgramServicesAmt |
| Management And General | $41,813 | ManagementAndGeneralAmt |
| Fundraising | $6,384 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,957 | TotalAmt |
| Management And General | $42,957 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,250 | TotalAmt |
| Management And General | $46,250 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,330 | TotalAmt |
| Management And General | $73,330 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,273 | TotalAmt |
| Program Services | $7,986 | ProgramServicesAmt |
| Management And General | $36,287 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,299 | TotalAmt |
| Program Services | $38,670 | ProgramServicesAmt |
| Management And General | $9,982 | ManagementAndGeneralAmt |
| Fundraising | $647 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,337 | TotalAmt |
| Program Services | $66,824 | ProgramServicesAmt |
| Management And General | $80,773 | ManagementAndGeneralAmt |
| Fundraising | $8,740 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,777 | TotalAmt |
| Program Services | $270,416 | ProgramServicesAmt |
| Management And General | $31,814 | ManagementAndGeneralAmt |
| Fundraising | $23,547 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $775,980 | TotalAmt |
| Program Services | $476,362 | ProgramServicesAmt |
| Management And General | $278,147 | ManagementAndGeneralAmt |
| Fundraising | $21,471 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,583 | TotalAmt |
| Program Services | $1,346 | ProgramServicesAmt |
| Management And General | $158 | ManagementAndGeneralAmt |
| Fundraising | $79 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,173 | TotalAmt |
| Program Services | $97,887 | ProgramServicesAmt |
| Management And General | $44,651 | ManagementAndGeneralAmt |
| Fundraising | $635 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,133 | TotalAmt |
| Management And General | $271,133 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,399,585 | TotalAmt |
| Program Services | $1,189,647 | ProgramServicesAmt |
| Management And General | $209,938 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,891 | TotalAmt |
| Management And General | $118,891 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| INSTRUCTION | $659,290 | $659,290 | ||
| STUDENT SERVICES | $304,822 | $304,822 | ||
| ENTERTAINMENT | $263,523 | $132,580 | $119,668 | $11,275 |
| FUNDRAISING | $187,809 | $187,809 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,579 | TotalAmt |
| Program Services | $55,641 | ProgramServicesAmt |
| Management And General | $33,938 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,673,149 | TotalAmt |
| Program Services | $12,391,577 | ProgramServicesAmt |
| Management And General | $3,185,427 | ManagementAndGeneralAmt |
| Fundraising | $1,096,145 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,504,128 | BOYAmt |
| EOY | $1,850,776 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,787,381 | BOYAmt |
| EOY | $9,828,439 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,284,439 | BOYAmt |
| EOY | $2,964,302 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,138 | BOYAmt |
| EOY | $43,184 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $471,320 | BOYAmt |
| EOY | $528,763 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $49,189,548 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,886,130 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,312,225 | BOYAmt |
| EOY | $32,303,418 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,846,316 | BOYAmt |
| EOY | $31,827,492 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,233,947 | BOYAmt |
| EOY | $79,346,374 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $865,791 | BOYAmt |
| EOY | $744,806 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,964,753 | BOYAmt |
| EOY | $3,071,948 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $7,706,266 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,830,544 | BOYAmt |
| EOY | $11,523,020 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,353,403 | BOYAmt |
| EOY | $53,417,354 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,050,000 | BOYAmt |
| EOY | $14,406,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,403,403 | BOYAmt |
| EOY | $67,823,354 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,233,947 | BOYAmt |
| EOY | $79,346,374 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,393,633 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,026,318 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,852,473 | BeginningYearBalanceAmt |
| Contributions | $80,950 | ContributionsAmt |
| Investment Earnings Or Losses | $3,978,874 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $179,542 | OtherExpendituresAmt |
| End Year Balance | $31,732,755 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,599,177 | BeginningYearBalanceAmt |
| Contributions | $461,990 | ContributionsAmt |
| Investment Earnings Or Losses | $1,878,855 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $87,549 | OtherExpendituresAmt |
| End Year Balance | $27,852,473 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,758,061 | BeginningYearBalanceAmt |
| Contributions | $303,105 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,461,989 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $25,599,177 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,683,601 | BeginningYearBalanceAmt |
| Contributions | $276,759 | ContributionsAmt |
| Investment Earnings Or Losses | $4,860,701 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $63,000 | OtherExpendituresAmt |
| End Year Balance | $26,758,061 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,903,426 | BeginningYearBalanceAmt |
| Contributions | $655,998 | ContributionsAmt |
| Investment Earnings Or Losses | $1,124,177 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $21,683,601 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.71335 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.12089 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16577 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,337,743 | OtherCostOrOtherBasisAmt |
| Book Value | $4,337,743 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,972,467 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,073,028 | DepreciationAmt |
| Book Value | $26,899,439 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,879,338 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,813,102 | DepreciationAmt |
| Book Value | $1,066,236 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $32,303,418 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,385,281 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,026,318 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,634,489 | OtherRevenueAmt |
| Revenue Not Reported | $1,391,829 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,993,452 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $73,330 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $73,330 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,066,782 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,965,330 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,965,330 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $73,330 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,634,489 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,707,819 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,673,149 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT SUPPORT AT CHANDLER SCHOOL PROVIDES LASTING RESOURCES FOR MANY OF THE PROGRAMS WHICH DEFINE THE CHARACTER OF THE SCHOOL: STRONG FACULTY SUPPORT, TUITION ASSISTANCE AND EXCELLENT ACADEMIC OPPORTUNITIES. |
| PART X, LINE 2: | THE SCHOOL HAS RECEIVED FAVORABLE DETERMINATION LETTERS INDICATING IT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM CALIFORNIA FRANCHISE TAXES UNDER SECTION 23701D OF THE CALIFORNIA REVENUE TAXATION CODE. THE SCHOOL HAS ADOPTED THE PROVISIONS OF THE FASB STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (ASC 740-10-25). THE SCHOOL DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID -1,634,489. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 1,634,489. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY IN ALL SCHOOL ADVERTISING, BROCHURES, REGISTRATION MATERIALS AND OTHER PRINT MEDIA. THE SCHOOL ALSO ADVERTISES IN LOCAL NEWSPAPERS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $542,185 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $298,606 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $243,579 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $149,332 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $45,918 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $22,209 | OtherDirectExpensesEvent1Amt |
| Event2 | OTHER | Event2Nm |
| Gross Receipts Event2 | $209,157 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $209,157 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $98,780 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $152,560 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $751,342 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $298,606 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $452,736 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $149,332 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $144,698 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $174,769 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $468,799 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$16,063 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID | GrantTypeTxt |
| Recipient | 86 | RecipientCnt |
| Cash Grant | $1,634,489 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FINANCIAL AID IS AWARDED ON THE BASIS OF THE FINANCIAL NEED OF THE STUDENT'S FAMILY AS DETERMINED BY AN APPLICATION PROCESS THROUGH AN INDEPENDENT FINANCIAL AID SERVICE. THE FINANCIAL AID COMMITTEE EVALUATES THE INFORMATION PROVIDED BY THE INDEPENDENT SERVICE AND REVIEWS ALL OTHER DOCUMENTATION SUBMITTED TO DETERMINE A NEED BASED AWARD. FINANCIAL AID IS AWARDED ON A NONDISCRIMINATORY BASIS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EMILY BROWN | ||||||||||||||
| HEAD OF SCHOOL (STARTING 07/23) | $226,359 | $0 | $512 | $0 | $0 | $0 | $11,563 | $0 | $36,080 | $0 | $274,514 | $0 | $0 | $0 |
| JOAN BRAVO | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $214,393 | $0 | $563 | $0 | $0 | $0 | $13,511 | $0 | $31,630 | $0 | $260,097 | $0 | $0 | $0 |
| JOHN FINCH | ||||||||||||||
| HEAD OF SCHOOL (THRU 06/23) | $199,537 | $0 | $11,162 | $0 | $0 | $0 | $17,078 | $0 | $27,169 | $0 | $254,946 | $0 | $0 | $0 |
| NATALIE MORALES | ||||||||||||||
| DIRECTOR OF FINANCE | $183,120 | $0 | $406 | $0 | $0 | $0 | $9,245 | $0 | $29,295 | $0 | $222,066 | $0 | $0 | $0 |
| ROBERT EVANS | ||||||||||||||
| DIRECTOR OF MIDDLE SCHOOL | $164,750 | $0 | $379 | $0 | $0 | $0 | $4,160 | $0 | $30,517 | $0 | $199,806 | $0 | $0 | $0 |
| TREVOR SPICER | ||||||||||||||
| DIRECTOR OF OPERATIONS AND | $132,192 | $0 | $601 | $0 | $0 | $0 | $13,585 | $0 | $14,302 | $0 | $160,680 | $0 | $0 | $0 |
| GRETCHEN LURIE | ||||||||||||||
| DIRECTOR OF ADMISSIONS | $131,455 | $0 | $601 | $0 | $0 | $0 | $13,101 | $0 | $14,631 | $0 | $159,788 | $0 | $0 | $0 |
| MARIA CARMEN VILLANUEVA | ||||||||||||||
| DIRECTOR OF COMMUNICATIONS | $129,397 | $0 | $437 | $0 | $0 | $0 | $6,660 | $0 | $20,605 | $0 | $157,099 | $0 | $0 | $0 |
| HILLARY BLUNT | ||||||||||||||
| DIRECTOR OF DIVERSITY, EQUITY, AND I | $125,853 | $0 | $383 | $0 | $0 | $0 | $3,276 | $0 | $23,233 | $0 | $152,745 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE HEAD OF SCHOOL IS PROVIDED HOUSING VALUED AT $72,000 PER YEAR. THE VALUE OF THIS BENEFIT IS NOT INCLUDED IN TAXABLE COMPENSATION AS THEY ARE REQUIRED TO LIVE IN THE HOME AS A CONDITION OF THEIR EMPLOYMENT. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $120,560 | CashGrantAmt |
| Type Of Assistance | FINANCIAL ASSISTANCE | TypeOfAssistanceTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $50,153 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV ON DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THIS REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE BOARD OF TRUSTEES MAY, BY RESOLUTION ADOPTED BY A MAJORITY OF THE TRUSTEES THEN IN OFFICE, DESIGNATE ONE OR MORE COMMITTEES, EACH CONSISTING OF TWO OR MORE TRUSTEES, TO SERVE AT THE PLEASURE OF THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES MAY ALSO ESTABLISH POSITIONS (BUT NOT SELECT THE PERSON HOLDING SUCH POSITION) OF COMMITTEE CHAIRS, CO-CHAIRS, VICE-CHAIRS AS SET FORTH IN ARTICLE VIII OF THE BYLAWS. THE PERSONS HOLDING SUCH POSITION AS WELL AS THE MEMBERSHIP OF SUCH COMMITTEES SHALL BE DETERMINED IN ACCORDANCE WITH ARTICLE VIII OF THE BYLAWS. ANY COMMITTEE, TO THE EXTENT PROVIDED IN THE RESOLUTION OF THE BOARD OF TRUSTEES, SHALL HAVE ALL THE AUTHORITY OF THE BOARD OF TRUSTEES, EXCEPT THAT NO COMMITTEE, REGARDLESS OF BOARD OF TRUSTEES RESOLUTION, MAY: (A) TAKE ANY FINAL ACTION ON MATTERS WHICH, UNDER THE NONPROFIT PUBLIC BENEFIT CORPORATION LAW OF CALIFORNIA, ALSO REQUIRES VOTING MEMBERS' APPROVAL; (B) FILL VACANCIES ON THE BOARD OF TRUSTEES OR IN ANY COMMITTEE; (C) AMEND OR REPEAL BYLAWS OR ADOPT NEW BYLAWS; (D) AMEND OR REPEAL ANY RESOLUTION OF THE BOARD OF TRUSTEES WHICH BY ITS EXPRESS TERMS IS NOT SO AMENDABLE OR REPEALABLE; (E) APPOINT ANY OTHER COMMITTEES OF THE BOARD OF TRUSTEES OR THE MEMBERS OF THESE COMMITTEES; (F) EXPEND CORPORATE FUNDS TO SUPPORT A NOMINEE FOR TRUSTEE AFTER THERE ARE MORE PEOPLE NOMINATED FOR TRUSTEE THAN CAN BE ELECTED; (G) APPROVE ANY TRANSACTION TO WHICH THE CORPORATION IS A PARTY AND ONE OR MORE TRUSTEES HAVE A MATERIAL FINANCIAL INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD HAS AUTHORIZED THE TREASURER TO REVIEW AND APPROVE THE FORM 990. A DRAFT IS SUBMITTED TO THE TREASURER, WHO THEN DISCUSSES IT WITH THE DIRECTOR OF FINANCE, PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS CIRCULATED AMONG BOARD MEMBERS ON AN ANNUAL BASIS. EACH BOARD MEMBER DOCUMENTS HIS/HER REVIEW BY SIGNING OFF ON THE REPRESENTATION FORM AND DISCLOSING ANY CONFLICTS. THE DIRECTOR OF FINANCE MAINTAINS COPIES OF THESE FORMS FOR REFERENCE. A CONFLICT OF INTEREST SHALL ALSO BE DEEMED TO EXIST WHENEVER AN EMPLOYEE HAS A FINANCIAL INTEREST, DIRECT OR INDIRECT, IN A CUSTOMER, PARENT, SUPPLIER OR OTHER PRINCIPAL DEALING WITH THE SCHOOL AND THAT INTEREST IS OF SUCH EXTENT OR NATURE THAT IT MIGHT REASONABLY AFFECT HIS JUDGMENT OR DECISIONS EXERCISED ON BEHALF OF THE SCHOOL. SUCH CONFLICTS MIGHT REQUIRE DISMISSAL FROM THE SCHOOL. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE USES STATISTICS FROM INDUSTRY GROUPS, SUCH AS NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS AND INDEPENDENT SCHOOLS BUSINESS OFFICERS ASSOCIATION OF CALIFORNIA (CAL-ISBOA) AND INFORMATION FROM FORM 990'S OF OTHER ORGANIZATIONS TO DETERMINE THE HEAD OF SCHOOL'S COMPENSATION. HISTORICAL DATA AND OTHER METRICS ARE SUPPLIED BY THE DIRECTOR OF FINANCE. THE EXECUTIVE COMMITTEE TAKES THEIR RECOMMENDATION TO THE FULL BOARD FOR APPROVAL. THE COMMITTEE ALSO HAS OVERSIGHT OF THE COMPENSATION OF THE DIRECTOR OF FINANCE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FUND FOR PARTNERSHIP FOR SUCCESS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 E CALIFORNIA BLVD | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823396946 | EIN |
| Primary Activities | CHARITABLE FUNDRAISING | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |