Chadwick School

Legal name: Roessler-chadwick Foundation

Nonprofit profile at a glance

EIN
950615438
IRS 990 coverage
2009–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
Palos Verdes Peninsula, CA, United States
Phone
(310) 377-1543
Rating
82
Verdict
STRONG
Rating confidence
Standard
Sector
Elementary, Secondary Education, K - 12

Official website

Reported finances

Revenue
$105,457,840
Expenses
$101,651,983
Assets
$151,285,580
Liabilities
$103,771,465

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

34 people listed

Highest reported compensation

  • FREDERICK HILL (HEAD OF SCHOOL - KOREA): $793,342 total reported compensation
  • JESSICA DONOVAN (HEAD OF SCHOOL): $542,204 total reported compensation
  • JULIAN TAYLOR (VILLAGE SCHOOL PRINCIPAL - KOREA): $376,497 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Chadwick School educates children (kindergarten through the twelfth grade) and aims to develop global citizens with keen minds, exemplary character, self-knowledge, and the ability to lead. | We will build a culture that supports personal growth, community connection and well-being for every student and adult across our community. | | Prioritizes Institutional Sustainability | | We will strengthen Chadwick’s future by expanding relationships, growing our reputation, investing in our people and programs and fostering a strong culture of philanthropy. |. | Values Community Wellness | | We will build a culture that supports personal growth, community connection and well-being for every student and adult across our community. | | Prioritizes Institutional Sustainability |.

What it reported doing in 2024

Chadwick school, founded in 1935, is located in palos verdes peninsula, ca, serving approximately 839 students each year, k-12. Through active participation in a diverse school community, students prepare to contribute meaningfully to their local, national, and global communities. Talented and caring faculty and staff cultivate in each student the joy of learning, self-confidence, well-being, and the individual gifts that each possesses. By living and learning in an atmosphere of integrity and trust, students come to expect the best of themselves and others. Other program services include an outdoor education program that is a mandatory program for students from grades 3 through 12. Its purpose is tied closely to the school's mission which is to develop "self-confident individuals of exemplary character."

Operating model

Revenue model
Earned-program. 92% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 87% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and the filing reports few safeguards for money sent abroad.

Rating breakdown

  • Financial Efficiency: 74
  • Transparency & Controls: 85
  • Accountability: 97
  • Sustainability: 45
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 80.3%; rating input score 80
  • Program expense ratio: 85.7%; rating input score 86
  • Fundraising efficiency: $2.53 raised per $1 spent on fundraising; rating input score 8; 8th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
  • Pay-setting controls: 5 of 6 controls in place; rating input score 83
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: 2 of 8 controls in place; rating input score 25
    • Claims monitoring procedures: Pass
    • Requires narrative reports: Fail
    • Conducts field audits: Fail
    • May suspend future funding: Fail
    • Requires financial reports: Pass
    • Conducts site visits: Fail
    • Requires grant agreements: Fail
    • May require repayment: Fail
  • Grant itemization coverage: 100%; rating input score 100; 77th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 95.5%; rating input score 95; 48th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 3.6%; rating input score 51; 51st percentile among comparable filings
  • Total-asset coverage ratio: 1.49; rating input score 53; 53rd percentile among comparable filings
  • Liabilities to assets ratio: 0.69; rating input score 23; 23rd percentile among comparable filings
  • Officer compensation ratio: 4%; rating input score 26; 26th percentile among comparable filings

Growth

  • Program expense growth: 5.8% per year; rating input score 100; 47th percentile among comparable filings
  • Revenue growth: 6.4% per year; rating input score 100; 56th percentile among comparable filings
  • Asset growth: 5.5% per year; rating input score 100; 40th percentile among comparable filings

Details

  • What they do: 2 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 80.3% of revenue deployed · 85.7% of spending went to programs
  • Governance: 21 of 22 board members independent · 9 of 9 filing controls reported
  • Programs: 7 filed program accomplishments · $87.1M in reported program spending
  • Leadership: top reported pay $793K · 34 people listed · 5 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $5.1M reported
  • Consistency: 43 of 43 current checks pass
  • Schedules: 11 filed schedules · includes major donors, foreign activity, grants, executive pay, and related organizations
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 13 filed money-flow records
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 8/100.
  • High — Transparency & Controls: Foreign activity oversight: 6 of 8 not reported.
  • Review — Sustainability: Operating margin scored 51/100.
  • Review — Sustainability: Total-asset coverage ratio scored 53/100.
  • High — Sustainability: Liabilities to assets ratio scored 23/100.
  • High — Sustainability: Officer compensation ratio scored 26/100.