2025-05-30T12:49:26-05:00 2024-07-31 410746749 CLIFTONLARSONALLEN LLP 1925 CENTURY PARK E 16TH FLOOR LOS ANGELES CA 90067 990 2023-08-01 951983538 THE CHANDLER SCHOOL CHAN 6267959314 1005 ARMADA DRIVE PASADENA CA 91103 JARED FRANZ TREASURER 6267959314 2025-05-28 1 1 KAREN LO P02141262 3102732501 2025-05-28 2023 2025-03-06 01:10:19Z JOHN FINCH 1005 ARMADA DRIVE PASADENA CA 91103 33653771 0 X WWW.CHANDLERSCHOOL.ORG X 1957 CA INDEPENDENT, COEDUCATIONAL SCHOOL PROVIDING INSTRUCTION TO KINDERGARTEN THROUGH EIGHTH GRADE. 21 21 134 58 0 0 2704187 3369777 13290939 13291124 1519581 1421944 85237 -16063 17599944 18066782 1509320 1634489 0 0 9551123 10085069 0 0 1096145 4210248 4953591 15270691 16673149 2329253 1393633 67233947 79346374 3830544 11523020 63403403 67823354 X 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 0 0 12391577 1634489 13291124 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. 12391577 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 75 0 1 134 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 CA X NATALIE MORALES 6267959984 1005 ARMADA DRIVE PASADENA CA 91103 KHALILAH EL-AMIN CHAIR 1.00 X X 0 0 0 MARIKO HSU SECRETARY 1.00 X X 0 0 0 JARED FRANZ TREASURER 1.00 X X 0 0 0 ERIN BAKER DIRECTOR 1.00 X 0 0 0 SHARON CUSEO DIRECTOR 1.00 X 0 0 0 CHELSEA DICKERSON DIRECTOR 1.00 X 0 0 0 SENTHIL DURAIRAJ DIRECTOR 1.00 X 0 0 0 DR CHRISTOPHER LEE DIRECTOR 1.00 X 0 0 0 TARA GOMEZ-HAMPTON DIRECTOR 1.00 X 0 0 0 SARAH JOHNSON DIRECTOR 1.00 X 0 0 0 SHELAN JOSEPH DIRECTOR 1.00 X 0 0 0 DR IRWIN KAW DIRECTOR 1.00 X 0 0 0 MATTHEW LAWLER DIRECTOR 1.00 X 0 0 0 JEANETTE LOMBOY DIRECTOR 1.00 X 0 0 0 ZAHIRAH MANN DIRECTOR 1.00 X 0 0 0 ALLISON MORGAN DIRECTOR 1.00 X 0 0 0 MICHAEL REGAN DIRECTOR 1.00 X 0 0 0 DR V WENDY SETIAWAN DIRECTOR 1.00 X 0 0 0 DEBORAH SNYDER DIRECTOR 1.00 X 0 0 0 STEVE WILSON DIRECTOR 1.00 X 0 0 0 LILY WU DIRECTOR 1.00 X 0 0 0 EMILY BROWN HEAD OF SCHOOL (STARTING 07/23) 40.00 X 226871 0 47643 NATALIE MORALES DIRECTOR OF FINANCE 40.00 X 183526 0 38540 JOHN FINCH HEAD OF SCHOOL (THRU 06/23) 40.00 X 210699 0 44247 JOAN BRAVO DIRECTOR OF DEVELOPMENT 40.00 X 214956 0 45141 GRETCHEN LURIE DIRECTOR OF ADMISSIONS 40.00 X 132056 0 27732 MARIA CARMEN VILLANUEVA DIRECTOR OF COMMUNICATIONS 40.00 X 129834 0 27265 TREVOR SPICER DIRECTOR OF OPERATIONS AND 40.00 X 132793 0 27887 ROBERT EVANS DIRECTOR OF MIDDLE SCHOOL 40.00 X 165129 0 34677 HILLARY BLUNT DIRECTOR OF DIVERSITY, EQUITY, AND INCLUSION 40.00 X 126236 0 26509 1522100 0 319641 21 0 1 0 ZENZOLA CONSTRUCTION INC PO BOX 65 GLENDORA CA 91740 CONSTRUCTION SERVICES 364015 LEVY PREMIUM FOODSERVICE LP 980 N MICHIGAN AVE CHICAGO IL 60611 CATERING SERVICES 179152 POSITIVE ADVENTURES LLC 4907 MORENA BLVD 1401 SAN DIEGO CA 92117 OUTDOOR EDUCATION/LEADERSHIP AND DEVELOP 151681 HARBOR BUILDING MAINTENANCE INC 5011 ARGOSY AVE STE 11 HUNTINGTON BEACH CA 92649 JANITORIAL AND CLEANING SERVICES 145140 SCOOT EDUCATION INC 5670 WILSHIRE BLVD LOS ANGELES CA 90036 STAFFING SERVICES 116819 8 298606 3071171 50153 3369777 TUITION 611710 12574909 12574909 FEES AND OTHER INCOME 611710 716215 716215 13291124 1556989 1556989 14983145 15118190 -135045 -135045 -135045 452736 298606 468799 -16063 -16063 18066782 13291124 0 1405881 1634489 1634489 968664 119844 436773 412047 7541913 6374142 816380 351391 398131 364390 30547 3194 657324 126401 461997 68926 519037 470840 41813 6384 42957 42957 46250 46250 73330 73330 44273 7986 36287 49299 38670 9982 647 156337 66824 80773 8740 325777 270416 31814 23547 775980 476362 278147 21471 1583 1346 158 79 143173 97887 44651 635 271133 271133 1399585 1189647 209938 118891 118891 INSTRUCTION 659290 659290 STUDENT SERVICES 304822 304822 ENTERTAINMENT 263523 132580 119668 11275 FUNDRAISING 187809 187809 89579 55641 33938 16673149 12391577 3185427 1096145 1504128 1850776 9787381 9828439 2284439 2964302 28138 43184 471320 528763 49189548 16886130 25312225 32303418 27846316 31827492 67233947 79346374 865791 744806 2964753 3071948 7706266 3830544 11523020 X 51353403 53417354 12050000 14406000 63403403 67823354 67233947 79346374 1393633 3026318 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27852473 80950 3978874 179542 31732755 25599177 461990 1878855 87549 27852473 26758061 303105 -1461989 25599177 21683601 276759 4860701 63000 26758061 19903426 655998 1124177 21683601 0.71335 0.12089 0.16577 0 0 4337743 4337743 40972467 14073028 26899439 3879338 2813102 1066236 32303418 X 19385281 3026318 -1634489 1391829 17993452 73330 73330 18066782 14965330 0 14965330 73330 1634489 1707819 16673149 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 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. GALA 542185 298606 243579 149332 45918 22209 OTHER 209157 209157 98780 152560 751342 298606 452736 149332 144698 174769 468799 -16063 1 FINANCIAL AID 86 1634489 N/A N/A PART I, LINE 2: 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. X 1 1 X X 0 0 0 0 0 0 0 0 0 EMILY BROWN HEAD OF SCHOOL (STARTING 07/23) 226359 0 512 0 0 0 11563 0 36080 0 274514 0 0 0 JOAN BRAVO DIRECTOR OF DEVELOPMENT 214393 0 563 0 0 0 13511 0 31630 0 260097 0 0 0 JOHN FINCH HEAD OF SCHOOL (THRU 06/23) 199537 0 11162 0 0 0 17078 0 27169 0 254946 0 0 0 NATALIE MORALES DIRECTOR OF FINANCE 183120 0 406 0 0 0 9245 0 29295 0 222066 0 0 0 ROBERT EVANS DIRECTOR OF MIDDLE SCHOOL 164750 0 379 0 0 0 4160 0 30517 0 199806 0 0 0 TREVOR SPICER DIRECTOR OF OPERATIONS AND 132192 0 601 0 0 0 13585 0 14302 0 160680 0 0 0 GRETCHEN LURIE DIRECTOR OF ADMISSIONS 131455 0 601 0 0 0 13101 0 14631 0 159788 0 0 0 MARIA CARMEN VILLANUEVA DIRECTOR OF COMMUNICATIONS 129397 0 437 0 0 0 6660 0 20605 0 157099 0 0 0 HILLARY BLUNT DIRECTOR OF DIVERSITY, EQUITY, AND I 125853 0 383 0 0 0 3276 0 23233 0 152745 0 0 0 PART I, LINE 1A 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. 120560 FINANCIAL ASSISTANCE X 1 50153 FMV ON DATE OF GIFT 0 0 1 0 PART I, COLUMN (B): THIS REPRESENTS THE NUMBER OF CONTRIBUTIONS. 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. THE FUND FOR PARTNERSHIP FOR SUCCESS 1030 E CALIFORNIA BLVD PASADENA CA 91106 823396946 CHARITABLE FUNDRAISING CA 501(C)(3) LINE 12A, I N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0