ROESSLER-CHADWICK FOUNDATION (EIN 950615438) - Form 990 Financial Analysis & Trantor Score

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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

1935

Legal Domicile

Principal Officer

TOM SHEPPARD

Phone

3103771543

Tax Period

2022-07-01 to 2023-06-30

ROESSLER-CHADWICK FOUNDATION, founded in 1935, is a mid-sized nonprofit in the Education sector that reported $95.8M in total revenue in fiscal year 2022. Expenses of $92.3M left a modest 4% surplus.

Mission

TO EDUCATE CHILDREN FROM KINDERGARTEN TO THE TWELFTH GRADE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $7,528,337

Program Service Revenue $86,304,932

Investment Income $1,640,336

Other Revenue $330,661

TOTAL REVENUE $95,804,266

Expense Breakdown

Grants Paid $8,657,240

Salaries & Benefits $58,095,052

Fundraising Expenses $1,240,879

Program Expenses $77,561,321

Other Expenses $25,550,427

TOTAL EXPENSES $92,302,719

Year-over-Year Comparison

	2022	2021	Change
Revenue	$95,804,266	$90,538,058	+0.1%
Expenses	$92,302,719	$86,612,886	+0.1%
Net Income	$3,501,547	$3,925,172	-0.1%

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

484

Volunteers

250

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

$2,232,888

Total Directors

$953,816

Key Employees

$1,357,366

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FREDERICK T HILL	PRESIDENT	40.00	Officer Director	$786,976	$60,105	$953,816
EDEN WARNER	CHAIR	2.00	Officer Director	$0	$0	$0
SASKIA SUBRAMANIAN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
IAN EDDLESTON	TREASURER	2.00	Officer Director	$0	$0	$0
PAUL CHEN	SECRETARY	2.00	Officer Director	$0	$0	$0
ARMAND DAWKINS	TRUSTEE	2.00	Director	$0	$0	$0
JENN CHOU	TRUSTEE	2.00	Director	$0	$0	$0
JOHN DRYDEN	TRUSTEE	2.00	Director	$0	$0	$0
SAMANTHA NADELLA	TRUSTEE	2.00	Director	$0	$0	$0
PAM FREER	TRUSTEE	2.00	Director	$0	$0	$0
PATRICE HARMON	TRUSTEE	2.00	Director	$0	$0	$0
RUTH MACFARLANE	TRUSTEE	2.00	Director	$0	$0	$0
TOM MOONEY	TRUSTEE	2.00	Director	$0	$0	$0
RACHEL NGUYEN	TRUSTEE	2.00	Director	$0	$0	$0
STEPHANI UCHIMA-CARNEY	TRUSTEE	2.00	Director	$0	$0	$0
JASON RO	TRUSTEE	2.00	Director	$0	$0	$0
DEREK ROTH	TRUSTEE	2.00	Director	$0	$0	$0
ANNE SEVERNS	TRUSTEE	2.00	Director	$0	$0	$0
RENITA SMITH	TRUSTEE	2.00	Director	$0	$0	$0
NICK TELL	TRUSTEE	2.00	Director	$0	$0	$0
MATT WILSON	TRUSTEE	2.00	Director	$0	$0	$0
WILLIE MICHELLE LUKE	HEAD OF SCHOOL	40.00	Officer	$0	$0	$0
TOM SHEPPARD	INTERIM HEAD OF SCHOOL	40.00	Officer	$336,978	$60,729	$397,707
ROBERT HORNE	CFO - CHADWICK SCHOOL PV CAMPUS	40.00	Officer	$242,655	$53,177	$295,832
JOHN KJENNER	CFO - RCFG	2.00	Officer	$0	$44,862	$309,546
SUN HOO CHUNG	CFO - KOREA	40.00	Officer	$240,071	$35,916	$275,987
BOBBY FAGOGENIS	ASSISTANT HEAD OF SCHOOL - KOREA	40.00	Key Emp	$295,397	$91,075	$386,472
JULIAN TAYLOR	VILLAGE SCHOOL PRINCIPAL - KOREA	40.00	Key Emp	$341,174	$94,028	$435,202
JACQUELINE CAMERON	MIDDLE SCHOOL PRINCIPAL - KOREA	40.00	Key Emp	$248,348	$25,509	$273,857
JOSEPH LEVNO	UPPER SCHOOL PRINCIPAL - KOREA	40.00	Key Emp	$236,144	$25,691	$261,835
TIMOTHY LINN	AQUATIC DIRECTOR - KOREA	40.00	Highest	$261,330	$115,002	$376,332
DAVID SNIPES	ATHLETIC DIRECTOR - KOREA	40.00	Highest	$247,789	$79,825	$327,614
VINCENT SCHACHNER	AUXILIARY PROGRAM DIRECTOR - KOREA	40.00	Highest	$229,617	$87,631	$317,248
PRIYANKA SINGH	PE TEACHER	40.00	Highest	$238,511	$91,355	$329,866
UN NA HUH	EXTERNAL AFFAIRS DIRECTOR - KOREA	40.00	Highest	$248,844	$24,554	$273,398

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$95,804,266	$92,302,719	$135,934,762	$3,501,547
2022	$90,538,058	$86,612,886	$135,058,819	$3,925,172
2021	$85,001,982	$82,685,204	$148,653,684	$2,316,778
2020	$82,286,390	$79,708,565	$134,311,023	$2,577,825
2019	$81,265,388	$78,039,208	$78,383,317	$3,226,180
2018	$76,349,562	$73,467,267	$74,521,118	$2,882,295

ROESSLER-CHADWICK FOUNDATION