ROESSLER-CHADWICK FOUNDATION GROUP

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Principal Officer

FREDERICK T HILL

Phone

3103771543

Tax Period

2024-07-01 to 2025-06-30

ROESSLER-CHADWICK FOUNDATION GROUP, founded in 2014, is a community nonprofit in the Education sector that reported $7.0M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $2.3M, a strong 33% operating margin.

Mission

TO FURTHER THE EXEMPT PURPOSES OF ROESSLER-CHADWICK FOUNDATION (THE FOUNDATION) BY OPERATING AS A SUPPORTING ORGANIZATION TO THE FOUNDATION.

Program Service Accomplishments

Program 1

Expenses: $3,384,120 Revenue: $1,093,382

THE ORGANIZATION PROVIDES SUPPORTING ACTIVITIES THAT PRIMARILY CONSIST OF HOLDING, INVESTING AND MANAGING ASSETS RECEIVED FROM THE ROESSLER-CHADWICK FOUNDATION (THE FOUNDATION) AND MAKING...

THE ORGANIZATION PROVIDES SUPPORTING ACTIVITIES THAT PRIMARILY CONSIST OF HOLDING, INVESTING AND MANAGING ASSETS RECEIVED FROM THE ROESSLER-CHADWICK FOUNDATION (THE FOUNDATION) AND MAKING EXPENDITURES FOR THE BENEFIT OF THE FOUNDATION AND ITS STUDENTS, INCLUDING PROVIDING A SOURCE OF FUNDING FOR THE FOUNDATION'S SCHOLARSHIP PROGRAM, AND ENGAGING IN RELATED MANAGERIAL FUNCTIONS. BY SEPARATING THE MANAGEMENT OF THE REAL ESTATE AND INVESTMENTS PREVIOUSLY HELD BY THE FOUNDATION, THE FOUNDATION IS NOW ABLE TO FOCUS IN GREATER PART ON THE OPERATIONS AND EDUCATIONAL MISSION OF EACH OF ITS SCHOOLS WHILE THE ORGANIZATION IS FOCUSED ON ASSET MANAGEMENT, FINANCIAL PLANNING, AND OVERARCHING STRATEGIES FOR THE BENEFIT OF THE FOUNDATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,416,652

Program Service Revenue $1,093,382

Investment Income $1,395,770

Other Revenue $93,488

TOTAL REVENUE $6,999,292

Expense Breakdown

Grants Paid $1,640,872

Salaries & Benefits $521,081

Fundraising Expenses $0

Program Expenses $3,384,120

Other Expenses $2,553,961

TOTAL EXPENSES $4,715,914

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,999,292	$8,203,202	-0.1%
Expenses	$4,715,914	$4,794,452	0.0%
Net Income	$2,283,378	$3,408,750	-0.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,159,970

Total Directors

$793,342

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL CHEN	CHAIR	1.00	Officer Director	$0	$0	$0
ANDREW WOODEN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ANNE SEVERNS	SECRETARY	1.00	Officer Director	$0	$0	$0
IAN EDDLESTON	TREASURER	1.00	Officer Director	$0	$0	$0
SASKIA SUBRAMANIAN	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE UCHIMA-CARNEY	DIRECTOR	1.00	Director	$0	$0	$0
SEEMA DHIR	DIRECTOR	1.00	Director	$0	$0	$0
JARED FELT	DIRECTOR	1.00	Director	$0	$0	$0
PATRICE HARMON	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS MOONEY	DIRECTOR	1.00	Director	$0	$0	$0
CEDRIC PENIX	DIRECTOR	1.00	Director	$0	$0	$0
JASON RO	DIRECTOR	1.00	Director	$0	$0	$0
ERIN DAWKINS	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA EGHAN	DIRECTOR	1.00	Director	$0	$0	$0
SIRI FISKE	DIRECTOR	1.00	Director	$0	$0	$0
SAMANTHA NADELLA	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL NGUYEN	DIRECTOR	1.00	Director	$0	$0	$0
DEREK ROTH	DIRECTOR	1.00	Director	$0	$0	$0
TERRI BURKE	DIRECTOR	1.00	Director	$0	$0	$0
JENN CHOU	DIRECTOR	1.00	Director	$0	$0	$0
FREDERICK T HILL	PRESIDENT	15.00	Officer Director	$61,858	$64,429	$793,342
JOHN KJENNER	CFO	40.00	Officer	$315,169	$51,459	$366,628

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$6,999,292	$4,715,914	$77,024,581	$2,283,378
2024	$8,203,202	$4,794,452	$69,271,874	$3,408,750
2023	$3,323,944	$4,346,063	$65,940,877	$-1,022,119
2022	$2,911,019	$4,143,398	$63,578,089	$-1,232,379
2021	$2,244,634	$3,687,933	$73,553,865	$-1,443,299
2020	$7,455,590	$3,408,300	$66,360,739	$4,047,290
2019	$5,403,795	$3,730,014	$58,854,697	$1,673,781
2018	$7,959,617	$3,430,327	$56,471,866	$4,529,290