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Nonprofiteer
← CHRISTEL HOUSE INTERNATIONAL INC

Form 990 for tax year 2023

Filed by CHRISTEL HOUSE INTERNATIONAL INC.

Totals

Total revenue
$21,113,121
Total expenses
$17,599,040
Contributions and grants received
$17,795,798
Grants paid
$10,480,376
Program service revenue
$750,000
Investment income
$2,552,075
Other revenue
$15,248
Total assets, end of year
$90,685,291
Total liabilities, end of year
$7,404,892
Net assets or fund balances, end of year
$83,280,399
Program services expenses (Part IX)
$14,227,933
Management and general expenses
$2,103,691
Fundraising expenses
$1,267,416
Program service expenses (Part III)
$14,227,933

Program services were 80.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $269,849

  • 1f · All other contributions, gifts and grants

    $17,525,949

  • 1g · Noncash contributions included above

    $101,646

  • 2a · Program service revenue: RENTAL INCOME-CHRISTEL HOUSE ACADEMY INC

    total $750,000 · related or exempt $750,000

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $965,347 · unrelated business $43,951 · excluded $921,396

  • 5 · Royalties

    total $31,248 · excluded $31,248

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $3,981,000

  • 7b · Less cost or other basis and sales expenses

    securities $2,394,272

  • 7c · Gain or loss

    securities $1,586,728 · other assets $0

  • 7d · Net gain or loss

    total $1,586,728 · unrelated business $8,308 · excluded $1,578,420

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $269,849

  • 8b · Fundraising events: direct expenses

    $16,000

  • 8c · Net income from fundraising events

    total -$16,000 · excluded -$16,000

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,378,781 · program services $1,378,781

  • 2 · Grants to domestic individuals

    total $94,682 · program services $94,682

  • 3 · Grants to foreign organizations and individuals

    total $9,006,913 · program services $9,006,913

  • 5 · Compensation of officers, directors and key employees

    total $1,999,143 · program services $1,344,223 · management and general $454,488 · fundraising $200,432

  • 7 · Other salaries and wages

    total $1,887,978 · program services $720,496 · management and general $506,409 · fundraising $661,073

  • 8 · Pension plan contributions

    total $227,895 · program services $124,460 · management and general $52,628 · fundraising $50,807

  • 9 · Other employee benefits

    total $500,224 · program services $269,124 · management and general $151,830 · fundraising $79,270

  • 10 · Payroll taxes

    total $209,981 · program services $102,355 · management and general $52,593 · fundraising $55,033

  • 11a · Fees: management

    total $379,162 · program services $305,313 · management and general $64,387 · fundraising $9,462

  • 11b · Fees: legal

    total $182,250 · management and general $182,250

  • 11c · Fees: accounting

    total $115,975 · management and general $115,975

  • 11f · Fees: investment management

    total $282,049 · management and general $282,049

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $54,147 · program services $4,734 · fundraising $49,413

  • 13 · Office expenses

    total $31,050 · program services $1,972 · management and general $27,147 · fundraising $1,931

  • 14 · Information technology

    total $129,113 · program services $10,716 · management and general $70,530 · fundraising $47,867

  • 16 · Occupancy

    total $217,690 · program services $91,593 · management and general $63,280 · fundraising $62,817

  • 17 · Travel

    total $327,601 · program services $234,320 · management and general $43,970 · fundraising $49,311

  • 20 · Interest

    total $189,131 · program services $189,131

  • 22 · Depreciation, depletion and amortization

    total $351,935 · program services $341,242 · management and general $10,693

  • 23 · Insurance

    total $19,777 · management and general $19,777

  • 24a · Other expenses: Delivery/Courier/Postage

    total $3,363 · program services $176 · management and general $3,187

  • 24b · Other expenses: Other Expenses

    total $10,200 · program services $7,702 · management and general $2,498

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $16,176,970 · end of year $6,650,307

  • 3 · Pledges and grants receivable

    beginning of year $620,531 · end of year $7,268,375

  • 4 · Accounts receivable

    beginning of year $257,941 · end of year $175,039

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $71,355 · end of year $339,459

  • 10a · Land, buildings and equipment: cost or other basis

    $12,183,508

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,621,062

  • 10c · Land, buildings and equipment, net

    beginning of year $8,894,401 · end of year $8,562,446

  • 11 · Investments: publicly traded securities

    beginning of year $21,470,600 · end of year $31,616,475

  • 12 · Investments: other securities

    beginning of year $34,347,872 · end of year $35,994,499

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $60,351 · end of year $78,691

  • 17 · Accounts payable and accrued expenses

    beginning of year $984,582 · end of year $1,341,604

  • 20 · Tax-exempt bond liabilities

    beginning of year $6,943,117 · end of year $6,063,288

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $13,518,977 · end of year $13,527,104

  • 28 · Net assets with donor restrictions

    beginning of year $60,453,345 · end of year $69,753,295

Mission and programs · 2023

Mission

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.

Activities or mission (Part I)

Our Vision: A world where poverty does not limit potential.

  • 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.

    Expenses $13,076,978 · Grants $9,632,575 · Revenue $750,000

  • 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.

    Expenses $624,425 · Grants $459,956

  • 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.

    Expenses $526,530 · Grants $387,845

As filed on the 2023 return.

Listed in Part VII

  • Barton Peterson

    PRESIDENT & CEO

    Total calculated
    $581,454
    From this org
    $529,527
    From related orgs
    $0
    Other
    $51,927
    Hours/week
    48

    Schedule J breakdown matched by us

    Base
    $459,527
    Bonus
    $70,000
    Other
    $0
    Deferred
    $29,700
    Nontaxable benefits
    $22,227
    Filer's total
    $581,454

  • Steve Ross

    Chairman

    Total calculated
    $0
    Hours/week
    1

  • Awais Sufi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dennert Ware

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Donald Harrill

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Matthew Will

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gail Shiel Mahoney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gordon Gurnik

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Guido Neels

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Judith Kleiner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lucas Montarce

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Martha Lamkin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Matthew Murphy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nancy Gillespie

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Olivier Chavy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rebecca Rich

    Director

    Total calculated
    $0
    Hours/week
    1

  • Joseph Schneider

    SENIOR VP & CFO/TREASURER

    Total calculated
    $513,663
    From this org
    $463,017
    From related orgs
    $0
    Other
    $50,646
    Hours/week
    48

    Schedule J breakdown matched by us

    Base
    $408,979
    Bonus
    $54,038
    Other
    $0
    Deferred
    $29,700
    Nontaxable benefits
    $20,946
    Filer's total
    $513,663

  • David Harris

    EXECUTIVE VP

    Total calculated
    $519,917
    From this org
    $461,061
    From related orgs
    $0
    Other
    $58,856
    Hours/week
    48

    Schedule J breakdown matched by us

    Base
    $399,461
    Bonus
    $61,600
    Other
    $0
    Deferred
    $29,700
    Nontaxable benefits
    $29,156
    Filer's total
    $519,917

  • Morton Ballen

    SENIOR VP GLOBAL ACADEMICS

    Total calculated
    $384,109
    From this org
    $342,117
    From related orgs
    $0
    Other
    $41,992
    Hours/week
    48

    Schedule J breakdown matched by us

    Base
    $313,297
    Bonus
    $28,820
    Other
    $0
    Deferred
    $29,700
    Nontaxable benefits
    $12,292
    Filer's total
    $384,109

  • Becky Hawkins

    VP & CONTROLLER

    Total calculated
    $126,495
    From this org
    $115,241
    From related orgs
    $0
    Other
    $11,254
    Hours/week
    30

  • Caitlin Teague

    VP & DIR OF PROGRAMS & SVS

    Total calculated
    $196,408
    From this org
    $153,012
    From related orgs
    $0
    Other
    $43,396
    Hours/week
    48

    Schedule J breakdown matched by us

    Base
    $141,468
    Bonus
    $11,544
    Other
    $0
    Deferred
    $14,605
    Nontaxable benefits
    $28,791
    Filer's total
    $196,408

  • Joseph Kunkel

    VP of Information Technology

    Total calculated
    $138,215
    From this org
    $104,921
    From related orgs
    $5,522
    Other
    $27,772
    Hours/week
    48 + 2.4 related

  • Paul Montgomery

    DIRECTOR MARKETING, PR & CO

    Total calculated
    $146,266
    From this org
    $133,823
    From related orgs
    $0
    Other
    $12,443
    Hours/week
    48

  • Sarah Weimer

    Chief of Staff

    Total calculated
    $148,819
    From this org
    $136,768
    From related orgs
    $0
    Other
    $12,051
    Hours/week
    48

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • CHRISTEL HOUSE INDIA INC

    501(c)(3) · Holding Company · IN

    Directly controlled by NA

  • CHRISTEL HOUSE EUROPE

    501(c)(3) · FUNDRAISING · UK

    Directly controlled by NA

  • CHRISTEL HOUSE SOUTH AFRICA

    501(c)(3) · EDUCATION · SF

    Directly controlled by NA

  • CHRISTEL HOUSE INDIA

    501(c)(3) · EDUCATION · IN

    Directly controlled by NA

  • CHRISTEL HOUSE JAMAICA

    501(c)(3) · EDUCATION · JM

    Directly controlled by NA

  • CHRISTEL HOUSE DE MEXICO A C

    EDUCATION · MX

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202433189349307263

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