2024-11-13T13:09:49+00:00 2023-12-31 440160260 Forvis Mazars LLP 820 Massachusetts Ave Suite 1370 Indianapolis IN 46204 990 2023-01-01 352051932 Christel House International Inc CHRI 3174642010 2960 N Meridian Street 170 Indianapolis IN 46208 JOSEPH P SCHNEIDER SVP, Treasurer, CFO 2024-11-13 true Nicole Fishback P01279475 3173834000 2024-11-15 2023 2024-10-15 13:58:12Z X Vandana Kapur 2960 N Meridian Street 170 Indianapolis IN 46208 23523393 false X WWW.CHRISTELHOUSE.ORG X 1998 IN Our Vision: A world where poverty does not limit potential. 16 15 38 13 52259 8472 16871988 17795798 750000 750000 1792506 2552075 -11363 15248 19403131 21113121 10541047 10480376 0 0 4165271 4825221 0 0 1267416 2592343 2293443 17298661 17599040 2104470 3514081 81900021 90685291 7927699 7404892 73972322 83280399 Christel House prepares graduates of the Christel House schools operated by its affiliated entities, which CHI funds and oversees, to achieve upward economic mobility, demonstrate good citizenship, and become empowered to identify and realize their goals, dreams, and human potential. false false 13076978 9632575 750000 ACADEMIC PROGRAMS: THE CORNERSTONE OF CHRISTEL HOUSE'S MISSION IS ITS COMMITMENT TO ENSURING THAT STUDENTS AT ITS AFFILIATED SCHOOLS RECEIVE HIGH QUALITY K-12 ACADEMIC PROGRAMMING AND SUPPORTING GRADUATES OF THOSE SCHOOLS AS THEY PURSUE OPPORTUNITIES FOR HIGHER EDUCATION AND/OR VOCATIONAL TRAINING. IN 2023, CHRISTEL HOUSE AND ITS AFFILIATES SERVED 6,354 STUDENTS AND ALUMNI. IT OFFERS EXTENDED ACADEMIC TIME-ON-TASK FOR STUDENTS. 99% OF 2022 STUDENTS RETURNED TO SCHOOL IN 2023 (EXCLUDING GRADUATES). IN 2023, 95% OF STUDENTS PASSED GRADUATION EXAMS AND 95% OF GRADUATES WERE CONTINUING STUDIES OR GAINFULLY EMPLOYED. 624425 459956 0 COMMUNITY OUTREACH: THE CHRISTEL HOUSE SCHOOLS, FUNDED AND OVERSEEN BY CHRISTEL HOUSE AND OPERATED BY ITS AFFILIATED ENTITIES, ARE NONRESIDENTIAL AND THEIR CHILDREN RETURN HOME EACH EVENING. STUDENTS LEARN THAT THEY HAVE AN OBLIGATION TO GIVE BACK AND MAKE THE WORLD A BETTER PLACE. CHRISTEL HOUSE BELIEVES THAT BY REMAINING CONNECTED TO THEIR ROOTS, STUDENTS WILL BE IN A BETTER POSITION TO MAKE A POSITIVE IMPACT ON THEIR COMMUNITIES. CHRISTEL HOUSE'S AFFILIATES PARTNER WITH FAMILIES TO CO-CREATE STUDENT SUCCESS AND PROVIDES THEM WITH THE SUPPORT TO ACHIEVE PERSONAL AND ECONOMIC GOALS. PARENT ENGAGEMENT PROGRAMMING BUILDS COMMUNITY, PARENT OWNERSHIP, PLATFORMS TO CAPTURE PARENTS' INPUT, AND FOSTERS PARENT-TO-PARENT RELATIONSHIPS. 526530 387845 0 HEALTH AND NUTRITION: A CHILD'S PHYSICAL, MENTAL, AND EMOTIONAL HEALTH DETERMINES ACADEMIC SUCCESS AND IMPACTS OVERALL QUALITY OF LIFE. TWO HEALTHY MEALS AND A SNACK ARE SERVED DURING REGULAR SCHOOL DAYS. MEDICAL, DENTAL, AND VISION CHECK-UPS, AS WELL AS OTHER MEDICAL SERVICES WERE DELIVERED, AND IMMUNIZATIONS ACCORDING TO WORLD HEALTH ORGANIZATION STANDARDS WERE ADMINISTERED WHEN NEEDED. CHILDREN SUFFERING FROM TRAUMA AND LOSS WERE COUNSELLED BY MENTAL HEALTH PRACTITIONERS, AND OTHER HEALTH ISSUES WERE ADDRESSED AS NEEDED THROUGHOUT THE YEAR. 14227933 true true false false false false false false true true true false false false false false true false true true true false false true false false true true true true false false false false false false false false false false true true false false false true false true false true 23 0 true 38 true true true false false false false true true false false false false false false X 16 15 false false true false false false false true true false true true true true true true true true true true false FL GA AL HI IL IN KS KY MD MA MI MN MS NH NJ NY NC ND OR PA AZ RI SC TN UT VA WV X X Vandana Kapur 3174642010 2960 N Meridian Street Suite 170 INDIANAPOLIS IN 46208 BARTON PETERSON PRESIDENT & CEO 48.0 0.0 X X 529527 0 51927 Steve Ross Chairman 1.0 0.0 X X 0 0 0 AWAIS SUFI DIRECTOR 1.0 0.0 X 0 0 0 DENNERT WARE DIRECTOR 1.0 0.0 X 0 0 0 DONALD HARRILL DIRECTOR 1.0 0.0 X 0 0 0 DR MATTHEW WILL DIRECTOR 1.0 0.0 X 0 0 0 GAIL SHIEL MAHONEY DIRECTOR 1.0 0.0 X 0 0 0 GORDON GURNIK DIRECTOR 1.0 0.0 X 0 0 0 GUIDO NEELS DIRECTOR 1.0 0.0 X 0 0 0 JUDITH KLEINER DIRECTOR 1.0 0.0 X 0 0 0 LUCAS MONTARCE DIRECTOR 1.0 0.0 X 0 0 0 MARTHA LAMKIN DIRECTOR 1.0 0.0 X 0 0 0 MATTHEW MURPHY DIRECTOR 1.0 0.0 X 0 0 0 NANCY GILLESPIE DIRECTOR 1.0 0.0 X 0 0 0 OLIVIER CHAVY DIRECTOR 1.0 0.0 X 0 0 0 Rebecca Rich Director 1.0 0.0 X 0 0 0 JOSEPH SCHNEIDER SENIOR VP & CFO/TREASURER 48.0 0.0 X 463017 0 50646 DAVID HARRIS EXECUTIVE VP 48.0 0.0 X 461061 0 58856 MORTON BALLEN SENIOR VP GLOBAL ACADEMICS 48.0 0.0 X 342117 0 41992 BECKY HAWKINS VP & CONTROLLER 30.0 0.0 X 115241 0 11254 CAITLIN TEAGUE VP & DIR OF PROGRAMS & SVS 48.0 0.0 X 153012 0 43396 Joseph Kunkel VP of Information Technology 48.0 2.4 X 104921 5522 27772 PAUL MONTGOMERY DIRECTOR MARKETING, PR & CO 48.0 0.0 X 133823 0 12443 Sarah Weimer Chief of Staff 48.0 0.0 X 136768 0 12051 2439487 5522 310337 11 false true false 0 269849 17525949 101646 17795798 RENTAL INCOME-CHRISTEL HOUSE ACADEMY INC 531120 750000 750000 0 0 0 0 750000 965347 43951 921396 31248 31248 0 0 3981000 2394272 1586728 0 1586728 8308 1578420 0 269849 16000 -16000 -16000 0 0 0 0 0 21113121 750000 52259 2515064 1378781 1378781 94682 94682 9006913 9006913 1999143 1344223 454488 200432 1887978 720496 506409 661073 227895 124460 52628 50807 500224 269124 151830 79270 209981 102355 52593 55033 379162 305313 64387 9462 182250 182250 115975 115975 282049 282049 0 0 0 0 54147 4734 49413 31050 1972 27147 1931 129113 10716 70530 47867 217690 91593 63280 62817 327601 234320 43970 49311 189131 189131 351935 341242 10693 19777 19777 Delivery/Courier/Postage 3363 176 3187 Other Expenses 10200 7702 2498 0 0 0 0 17599040 14227933 2103691 1267416 16176970 6650307 620531 7268375 257941 175039 0 0 0 0 71355 339459 12183508 3621062 8894401 8562446 21470600 31616475 34347872 35994499 0 60351 78691 81900021 90685291 984582 1341604 6943117 6063288 0 0 0 0 7927699 7404892 X 13518977 13527104 60453345 69753295 73972322 83280399 81900021 90685291 3514081 5793996 0 X false true X true false X 13554366 27673997 13493361 15885089 17791762 88398575 0 0 13554366 27673997 13493361 15885089 17791762 88398575 70272542 18126033 1111207 142531 283141 585147 996595 3118621 1396 8472 9868 94917 1520 12246 10976 0 119659 91646723 6768000 0.1978 0.2371 X Schedule A, Part II, Line 17a Facts and Circumstances Test 2023 To satisfy the "facts and circumstances" test, an organization must demonstrate that it: (1) normally receives at least 10% of its support in the form of public support; (2) is organized and operated so as to attract new and additional public or governmental support on a continuous basis; and (3) on the basis of "all pertinent facts and circumstances," including (a) the percentage of its public support, (b) sources of support, (c) representative governing body, and (d) availability of public facilities or services and public participation in programs or policies, that it is "publicly supported." Treas. Reg. § 1.170A-9(f)(3). Normally Receives at Least 10% of Support as Public Support: For 2023 and each of the preceding four tax years, CHI has received public support far in excess of 10%, calculated on a five-year rolling average basis, as follows: 2023: 20%; 2022: 24%; 2021: 26%; 2020: 29%; 2019: 21%. Is Organized and Operated to Attract Public Support: An organization will be deemed to be organized and operated to attract new and additional public or governmental support on a continuous basis if it: (i) maintains a continuous and bona fide program for solicitation of funds from the general public, community, or membership group involved; or (ii) carries on activities designed to attract support from the government or Section 509(a)(1) charities. Treas. Reg. § 1.170A-9(f)(3)(ii). CHI has a demonstrated commitment to attracting support from governmental sources and the general public, as evidenced by its robust development program and activities. CHI has on its staff a full-time Senior VP of Development with over 20 years of professional experience in nonprofit fundraising and communications, and a development team with five additional fulltime equivalent positions. The CEO and other senior executives also formally allocate a portion of their time to fundraising, and are held accountable for their performance. CHI creates six or seven ganizational Success Goals" each year, which always include fundraising performance. CHI solicits donations through its website at Support Christel House! - Christel House (convio.net). Pertinent Facts and Circumstances Percentage of Financial Support: Under Treas. Reg. § 1.170A-9(f)(3)(iii)(A), the higher the percentage of support above the 10% threshold, the lesser will be an organization's burden of establishing its publicly supported nature through other factors. Over the last five years CHI's public support percentage has ranged from 20% to 29%, far in excess of the 10% threshold. Sources of Support: CHI receives its support from hundreds of different donors of all types, including private foundations, individual philanthropists, corporations, the general public, and various governmental sources. The development and fundraising team at CHI works diligently to expand CHI's sources of public support through its wide-reaching fundraising efforts. Representative Governing Body: Under Treas. Reg. § 1.170A-9(f)(3)(iii)(C), the fact that an organization has a governing body which represents the broad interests of the public, rather than the personal or private interests of a limited number of donors, will be considered evidence of an organization being publicly supported. An organization will be treated as having a representative governing body if its governing body is comprised of individuals having special knowledge or expertise in the particular field or discipline in which the organization is operating. CHI in 2023 was governed by a board of 14 directors, none of whom has a family relationship with any other CHI director or with CHI's late founder. The directors are broadly representative of CHI's community, with a wide range of backgrounds in areas related to CHI's mission, including primary, secondary, and higher education, human development economics, real estate, finance, and nonprofit organizations. Availability of Public Facilities or Services and Public Participation in Programs or Policies: Under Treas. Reg. § 1.170A-9(f)(3)(iii)(D)(1), the fact that an organization generally provides facilities or services directly for the benefit of the general public on a continuing basis will be considered evidence that such organization is publicly supported. CHI's primary activity is overseeing and funding its network of affiliated entities that operate schools for impoverished and disadvantaged students, serving over 6000 enrolled students in the U.S. and around the globe. Through its funding and oversight, CHI makes education and holistic services, including nutrition, medical care, and career counseling, available to the students. Maintenance of a Definitive Charitable Program. Treas. Reg. § 1.170A-9(f)(3)(iii)(D)(3)(ii) provides that an organization's maintenance of a definitive program to accomplish its charitable work in the community is evidence that the organization is publicly supported. CHI's oversight of and fundraising for its affiliates that operate the Christel House schools constitutes a definitive program that accomplishes CHI's charitable purpose of breaking the cycle of childhood poverty by imbuing children and young adults with the skills and resources necessary to transform their futures. Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 94917.0, COLUMN B - 1520.0, COLUMN C - 12246.0, COLUMN D - 10976.0, COLUMN E - 0.0, COLUMN F - 119659.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 658566 0 87641 0 17710 0 728497 761948 -85285 18097 658566 475471 250000 52933 16456 761948 459865 33208 17602 475471 409786 59180 9101 459865 0.0 0.88 0.12 false false 272165 272165 9279742 2183867 7095875 269026 260643 8383 177611 147798 29813 2184964 1028754 1156210 8562446 Alternative Investments 35994499 F 35994499 26665068 5793996 40000 0 5833996 20831072 282049 0 282049 21113121 17356991 40000 0 40000 17316991 282049 0 282049 17599040 Schedule D, Part X ASC 740 DISCLOSURE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part V, Line 4 Intended uses of endowment funds ENDOWED FUNDS SUPPORT CHRISTEL HOUSE INTERNATIONAL, INC.'S MISSION BY PROVIDING FUNDS FOR STUDENT LEADERSHIP AND SCHOLARSHIPS. true North America (Canada & Mexico only) 0 0 Grantmaking EDU, HEALTH, OUTREACH 2780585 Sub-Saharan Africa 0 0 Grantmaking EDU, HEALTH, OUTREACH 2651220 South Asia 0 0 Grantmaking EDU, HEALTH, OUTREACH 1534994 Europe (Including Iceland and Greenland) 0 0 Grantmaking EDU, HEALTH, OUTREACH 82115 Central America and the Caribbean 0 0 Grantmaking EDU, HEALTH, OUTREACH 1957999 Central America and the Caribbean 0 0 Investments Investments 22057649 0 0 0 0 0 0 31064562 0 31064562 North America (Canada & Mexico only) EDUCATION 2780585 WIRETRANSFER South Asia EDUCATION 1534994 WIRETRANSFER Europe (Including Iceland and Greenland) EDUCATION 82115 WIRETRANSFER Central America and the Caribbean EDUCATION 1957999 WIRETRANSFER Sub-Saharan Africa EDUCATION 2651220 WIRETRANSFER 5 0 true false true true true false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds GRANTS FUNDS ARE PROVIDED TO AFFILIATED, FOREIGN LEARNING CENTERS. THE LEARNING CENTERS MAINTAIN LONG-TERM AS WELL AS SHORT-TERM BUSINESS PLANS THAT ARE REVIEWED BY CHRISTEL HOUSE INTERNATIONAL, INC. (CHI). THE LEARNING CENTERS' SCHOOL YEAR BUSINESS PLANS AND BUDGETS ARE REVIEWED BY CHI ON AN ANNUAL BASIS. THE LEARNING CENTERS PROVIDE DETAILED MONTHLY REPORTING OF PROGRESS TOWARDS BUSINESS PLAN OBJECTIVES. CHI MANAGEMENT ATTENDS AT LEAST ONE BOARD MEETING PER LEARNING CENTER PER YEAR,. THE LEARNING CENTERS ARE SUBJECT TO AUDIT BY INDEPENDENT PUBLIC ACCOUNTANTS ON AN ANNUAL BASIS. AUDIT REPORTS AND CORRECTIVE ACTION PLANS ARE SUPPLIED TO CHI. CHI MANAGEMENT PERFORMS ANNUAL AUDITS OF PROGRAMS, FINANCIAL AND OTHER AREAS. Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual Virutual Walk 269849 269849 0 0 1194 0 0 0 14806 0 0 269849 269849 0 0 1194 0 0 0 14806 16000 -16000 true Christel House Academy Inc 2405 Madison Avenue Indianapolis IN 46225 020550824 501(c)(3) 1378781 Education 1 0 College and Career assistance 357 94682 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. ORGANIZATIONS: GRANT FUNDS ARE PROVIDED TO CHRISTEL HOUSE ACADEMY INC. (CH INDY), A NETWORK OF INDIANAPOLIS, INDIANA-BASED CHARTER SCHOOLS. CH INDY MAINTAINS LONG-TERM AS WELL AS SHORT-TERM BUSINESS PLANS THAT ARE REVIEWED BY CHI. THE CH INDY SCHOOL YEAR BUDGETS ARE REVIEWED BY CHI ON AN ANNUAL BASIS. CH INDY PROVIDES DETAILED MONTHLY REPORTING OF PROGRESS TOWARDS BUSINESS PLAN OBJECTIVES. CHI MANAGEMENT ALSO ATTENDS ALL CH INDY BOARD MEETINGS. CH INDY IS AUDITED ON A GAAP BASIS ONCE PER YEAR. AUDIT REPORTS AND CORRECTIVE ACTION PLANS ARE SUPPLIED TO AND REVIEWED BY CHI. INDIVIDUALS: Christel House International, Inc. ("CHI") provides grant funds to graduates of Christel House Academy, Inc. ("CH INDY"), a CHI affiliate and Section 501(c)(3) organization classified as a school, which operates a network of Indianapolis, Indiana-based charter schools. CHI and the College & Careers Administrator at CH INDY together develop an annual budget for CHI's grant funding based on student needs for college and career assistance, which CHI provides under a written policy according to objective and nondiscriminatory criteria. CHI typically does not make payments to the individual CH INDY graduates, but instead makes payments on their behalf to universities, bookstores, and other vendors. In addition, CHI provides gas cards for students who lack sufficient funds for travel to and from college. All recipients of CHI's College & Careers assistance are required to meet regularly with CH INDY's College & Careers counselors. Students pursuing higher education must provide documentation of class enrollment and may be required to provide an academic transcript. X X X X X false false false false false false false true false BARTON PETERSON PRESIDENT & CEO 459527 0 70000 0 0 0 29700 0 22227 0 581454 0 0 0 JOSEPH SCHNEIDER SENIOR VP & CFO/TREASURER 408979 0 54038 0 0 0 29700 0 20946 0 513663 0 0 0 DAVID HARRIS EXECUTIVE VP 399461 0 61600 0 0 0 29700 0 29156 0 519917 0 0 0 MORTON BALLEN SENIOR VP GLOBAL ACADEMICS 313297 0 28820 0 0 0 29700 0 12292 0 384109 0 0 0 CAITLIN TEAGUE VP & DIR OF PROGRAMS & SVS 141468 0 11544 0 0 0 14605 0 28791 0 196408 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments CHI's performance evaluation system is designed to align individual goals with company-wide objectives and the overall strategic direction of the organization. Each employee sets performance goals in collaboration with their supervisor, ensuring that the goals are reflective of both personal and organizational priorities. Once finalized, these goals are uploaded into our system and are subject to a mid-term review and an end-of-year review. The evaluation process incorporates input from both the employee and the supervisor, ensuring that performance is assessed based on objective metrics as well as demonstrated competencies and areas for development. Bonuses are determined by these performance outcomes, ensuring a clear connection between achievements and rewards. The CEO's bonus is determined by the executive committee. The CEO approves the bonuses of other staff members based on performance outcomes. A INDIANA FINANCE AUTHORITY -EDUC FACILITY REV BOND 351602316 2015-01-29 19000000 CONSTRUCTION, INSTALLATION, EQUIP false false false A 12936712 19000000 6669507 80700 12249793 2014 true false true true A false false false false 0.0 false false true A false false true true PNC BANK 20.0 false false false false true A true X 13 15163 Market value X 14 175328 Market value X Inventory 197 12361 Selling cost 0 false true false Schedule M, Part I Column B CHRISTEL HOUSE INTERNATIONAL, INC. REPORTS THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). Schedule M, Part I, Line 9 NONCASH CONTRIBUTIONS ON SCHEDULE M ARE REPORTED IN THE YEAR RECEIVED. PUBLICLY TRADED SECURITIES IN THE AMOUNT OF $101,206 RECEIVED WERE PLEDGE PAYMENTS THAT WERE REPORTED AS REVENUE ON PART VIII OF THE FORM 990 IN A PREVIOUS YEAR. Form 990, Part VI, Line 4 Significant changes to organizational documents The bylaws were updated for various purposes including adding an Executive Committee and a Governance Committee, to appoint a Vice Chair, to provide that an individual may not serve concurrently as both Chair and Treasurer, to implement term and transition rules, to provide that the Chair is elected by a simple majority of the directors then in office, and to provide the Chair shall also serve as the Chair of the Board of Directors of Endless Success Foundation. Form 990, Part VI, Line 11b Review of form 990 by governing body THE DRAFT FORM 990 IS PREPARED BY FORVIS MAZARS, LLP, AN INDEPENDENT PUBLIC ACCOUNTING AND AUDITING FIRM. THE DRAFT IS REVIEWED IN DETAIL BY THE SENIOR VP AND CFO AND VP/CONTROLLER. AFTER APPROPRIATE MODIFICATIONS RESULTING FROM THIS REVIEW, A REVISED DRAFT IS PROVIDED TO THE CHIEF EXECUTIVE OFFICER AS WELL AS ALL MEMBERS OF THE BOARD OF DIRECTORS. THE CEO AND BOARD MEMBERS COMMUNICATE ANY QUESTIONS AND/OR REVISIONS TO THE SENIOR VP AND CFO/TREASURER WHO COORDINATES FINAL REVISIONS WITH FORVIS MAZARS, LLP. MANAGEMENT, THE FULL BOARD OF DIRECTORS, LEGAL COUNSEL, AND THE FINANCE AND AUDIT COMMITTEES REVIEW THE RETURN PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy CHRISTEL HOUSE INTERNATIONAL, INC. MAINTAINS COMPREHENSIVE CONFLICT OF INTEREST POLICIES FOR ALL EMPLOYEES, OFFICERS AND DIRECTORS. THE POLICY RELATED TO EMPLOYEES AND OFFICERS IS CONTAINED IN THE EMPLOYEE HANDBOOK WHICH IS REVIEWED ANNUALLY WITH ALL EMPLOYEES. IN CONNECTION WITH THIS REVIEW, ALL EMPLOYEES AND OFFICERS DISCLOSE AND SIGN A CONFLICT OF INTEREST STATEMENT. IN ADDITION, THE POLICY REQUIRES REPORTING OF CONFLICT OR POTENTIAL CONFLICTS ARISING ANY TIME DURING THE YEAR. THE BOARD OF DIRECTORS SIMILARLY REVIEW AND DISCLOSE CONFLICTS ANNUALLY AND ARE REQUIRED TO REPORT CONFLICTS THAT MAY ARISE DURING THE YEAR. THE CONFLICT OF INTEREST DISCLOSURES ARE REVIEWED BY THE SENIOR VP AND CFO. IF THERE IS A CONFLICT, IT IS BROUGHT TO THE PRESIDENT/CEO'S ATTENTION. A BOARD MEMBER WITH A CONFLICT OF INTEREST ABSTAINS FROM VOTING ON TRANSACTIONS RELATED TO THE CONFLICT OF INTEREST. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE CEO'S COMPENSATION IS SET BY THE ORGANIZATION'S CHAIRMAN OF THE BOARD WORKING CLOSELY WITH THE CHAIRMAN OF THE GOVERNANCE, NOMINATING AND COMPENSATION COMMITTEE. THE CEO'S COMPENSATION RANGE IS DETERMINED BY A THIRD PARTY PROFESSIONAL COMPENSATION BENCHMARKING FIRM UTILIZING A VARIETY OF MARKET BASED SOURCES FOR SIMILAR POSITIONS OF COMPARABLE SIZE FIRMS, INCLUDING LOCAL AND NATIONAL FOR-PROFIT AND NOT-FOR-PROFIT ORGANIZATIONS. THE MOST RECENT COMPENSATION STUDY WAS COMPLETED IN 2023. CRITERIA SUCH AS OFFICER TITLE, COMPANY INSTITUTIONAL KNOWLEDGE, OVERALL CAREER EXPERIENCE, TOTAL NUMBER OF YEARS AT THE COMPANY, TOTAL NUMBER OF YEARS IN CURRENT POSITION, HIGHEST LEVEL OF EDUCATION, APPLICABLE PROFESSIONAL CERTIFICATIONS OR CREDENTIALS AND HISTORICAL JOB PERFROMANCE ARE CONSIDERED WHEN DETERMINING THE PLACEMENT IN THE COMPENSATION RANGE. ANNUALLY, THE PROPOSED CEO COMPENSATION IS REVIEWED AND APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS IN EXECUTIVE SESSION. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE SENIOR VICE PRESIDENT - MARKETING AND DEVELOPMENT AND SENIOR VICE PRESIDENT/- CFO (OFFICERS AND KEY EMPLOYEES), COMPENSATION RANGES ARE DETERMINED BY A THIRD PARTY PROFESSIONAL COMPENSATION BENCH-MARKING FIRM UTILIZING A VARIETY OF MARKET BASED SOURCES FOR SIMILAR POSITIONS OF COMPARABLE SIZE FIRMS INCLUDING LOCAL AND NATIONAL FOR-PROFIT AND NOT-FOR-PROFIT ORGANIZATIONS. THE MOST RECENT COMPENSATION STUDY WAS COMPLETED IN 2023. CRITERIA SUCH AS OFFICER TITLE, COMPANY INSTITUTIONAL KNOWLEDGE, OVERALL CAREER EXPERIENCE, TOTAL NUMBER OF YEARS AT THE COMPANY, TOTAL NUMBER OF YEARS IN CURRENT POSITION, HIGHEST LEVEL OF EDUCATION, APPLICABLE PROFESSIONAL CERTIFICATIONS OR CREDENTIALS AND HISTORICAL JOB PERFORMANCE ARE CONSIDERED WHEN DETERMINING THE PLACEMENT IN THE COMPENSATION RANGE. ANNUALLY, THE CEO, CHAIRMAN OF THE BOARD AND CHAIRMAN OF THE GOVERNANCE, NOMINATING AND COMPENSATION COMMITTEE REVIEW AND APPROVE THE OFFICER AND KEY EMPLOYEE COMPENSATION. Form 990, Part VI, Line 19 Required documents available to the public ALL GOVERNING DOCUMENTS, TAX RETURNS, ETC. ARE AVAILABLE UPON REQUEST. IN ADDITION, THE FORM 990, 990t, ANNUAL REPORT AND AUDITED FINANCIAL STATEMENTS CAN BE VIEWED ON THE ORGANIZATION'S WEBSITE. FORM 990, PART VI, SECTION A, LINE 1B NON-INDEPENDENT VOTING MEMBERS BART PETERSON IS COMPENSATED BY CHRISTEL HOUSE INTERNATIONAL INC AND THEREFORE NOT AN INDEPENDENT VOTING MEMBER OF THE BOARD OF DIRECTORS. FORM 990, PART VII EMPLOYEE COMPENSATION Christel House International, Inc. compensates its common law employees through a professional employer organization, CD Enterprises, LTD., which it reimburses on a direct cost basis. Form 990, Schedule A, Part I, Line 7 Public Charity Status In late 2023, Christel House International, Inc. discovered that it had in prior tax years inaccurately reported its basis for public charity status as an organization qualified under IRC Sections 509(a)(1) and 170(b)(1)(A)(ii). In early 2024 it requested the IRS for a re-determination of its basis for public charity status as a publicly supported organization within the meaning of IRC Sections 509(a)(1) and 170(b)(1)(A)(vi), which the IRS approved in a determination letter dated August 20, 2024. Form 990, Schedule A, Part II, Line 17A Facts and Circumstances in the Future For Form 990 for each tax year in the future in which CHI relies on the "facts and circumstances" test, it will need to provide a full analysis of the relevant facts and circumstances at Schedule A Part VI, for Part II, line 17A. While the analysis that we prepared for 2023 will be a starting point, it will need to be updated each year based on changes in the facts recited. CHRISTEL HOUSE INDIA INC 2960 N Meridian Street Suite 170 INDIANAPOLIS IN 46208 352127992 Holding Company IN 501(c)(3) 2 NA false CHRISTEL HOUSE EUROPE HAYLOFT COTTAGE 15 RICHARDSON LODDINGTON NORTHAMPTONSHIRE UK FUNDRAISING UK 501(c)(3) NA false CHRISTEL HOUSE SOUTH AFRICA PO BOX 767 HOWARD PLACE PINE PINE CAPE TOWN SF 7450 EDUCATION SF 501(c)(3) NA false CHRISTEL HOUSE INDIA BELLEHALLI MAIN ROAD KANNUR P BANGALORE EAST BANGALORE IN EDUCATION IN 501(c)(3) NA false CHRISTEL HOUSE JAMAICA PO BOX 365 48 DUKE STREET KINGSTON W.I. JM EDUCATION JM 501(c)(3) NA false CHRISTEL HOUSE DE MEXICO A C EDUCATION MX NA false false true false false false false false false false false false false false false false false false false false Schedule R, Part II, Column (d) CHRISTEL HOUSE DE MEXICO, A. C. Christel House de Mexico is an "authorized donee" under Mexican law, that is, it is authorized to receive deductible donations, on the basis that it provides educational services to vulnerable groups of people.